Security

APLD

Applied Digital Corp. · COM NEW

CUSIP 038169207 Equity holders as of 2026 Q1 (each manager’s latest book)

grid → activity →
owners 8
max % 2.3%
tracked value $1.2B
qoq N 0 A 5 R 2

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Situational Awareness LP 2026 Q1 2.3% Add -2.70 pp 13,478,438 $320M hist
Ben Hoskin - Value Aligned Research Advisors, LLC 2026 Q1 0.8% Add -0.63 pp 6,668,311 $158M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Reduce -0.06 pp 3,398,941 $81M hist
Vanguard Group Inc. 2025 Q4 0.0% Add 0.00 pp 24,168,082 $593M hist
Two Sigma Investments, LP 2025 Q4 0.0% Exit -0.01 pp 317,118 $8M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 305,249 $7M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 86,238 $2M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 2,100 $50 hist

8 tracked managers · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

line FY2023 FY2024 FY2025
Revenue $55.39M $165.58M $144.19M
Gross profit * $11M $17.24M $42.74M
Gross margin * 19.9% 10.4% 29.6%
Net income -$44.65M -$149.27M —
Net margin * -80.6% -90.2% —

Balance sheet

line FY2023 FY2024 FY2025
Total current assets $45.76M $30.26M $430.59M
Total non-current assets * $218.2M $732.6M $1.44B
Total assets $263.96M $762.87M $1.87B
Total current liabilities $115.46M $385.54M $558.14M
Total non-current liabilities * $78.82M $252.5M $678.22M
Total equity $59.52M $124.83M $497.69M

Cash flow

line FY2023 FY2024 FY2025
Cash from operations $58.74M $13.79M -$115.4M
Cash from investing -$132.09M -$172.44M -$667.65M
Cash from financing $70.63M $146.76M $874.69M
Net change in cash -$2.72M -$11.88M $91.63M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings · CIK 0001144879

ownership over time

filing count by report period · click a bar for that quarter’s holders