Follow-The-Filings

Security · featured owners

APLD Applied Digital Corp.

COM NEW Equity as of 2026 Q2 among managers we track

  • 6 Owners
  • #263
  • Max 2.3%
  • Master 0.04%
  • $723M
  • 4 new 1 add 1 reduce 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 2.3% (Situational Awareness) · not free-float ownership

  1. Situational Awareness add 2.3%
  2. Spencer Waxman new 0.88%
  3. Ben Hoskin reduce 0.52%
  4. Chase Coleman new 0.14%
  5. Polen Capital Management new 0.03%
  6. Dan Loeb new 0.02%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Situational Awareness 2026 Q2 2.3% Add +14.1% 15,384,616 $469M history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 0.52% Reduce −16.8% 5,546,030 $207M history
Chase Coleman - Tiger Global Management 2026 Q2 0.14% New 0.14% 885,000 $33M history
Spencer Waxman - Shannon River Fund Management 2026 Q2 0.88% New 0.88% 265,474 $10M history
Polen Capital Management 2026 Q2 0.03% New 0.03% 98,328 $4M history
Dan Loeb - Third Point 2026 Q2 0.02% New 0.02% 22,000 $821K history
Nehal Chopra - Ratan Capital Management exited 2026 Q2 last 2026 Q1 0.44% Exit −0.44 pp 50,000 $1M history

6 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 22 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,2.03,3.02,9.01 Filing Doc
8-K/A 1.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 7.01,8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 1.01,2.01,7.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 5.02 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K/A 1.01,9.01 Filing Doc
8-K/A 5.02,9.01 Filing Doc
8-K 1.01,2.03,5.02,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 7.01,8.01,9.01 Filing Doc
8-K 1.01,9.01 Filing Doc
DEFA14A Filing Doc
8-K 5.02,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 12 rows shown

Filed Form Detail Links
4 Period Aug 4, 2026 Filing Doc
4 Period Jul 31, 2026 · 4 forms Filing Doc
4 Period Jul 6, 2026 Filing Doc
4 Period Jul 1, 2026 Filing Doc
4 Period Jun 22, 2026 · 2 forms Filing Doc
4 Period Apr 28, 2026 Filing Doc
4 Period Apr 27, 2026 Filing Doc
4 Period Apr 10, 2026 Filing Doc
4 Period Apr 4, 2026 · 2 forms Filing Doc
4 Period Mar 12, 2026 Filing Doc
4 Period Jan 6, 2026 Filing Doc
4 Period Feb 6, 2026 · 2 forms Filing Doc

Updated 18 days ago Source: SEC EDGAR submissions All on EDGAR

financials

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

Income statement

Metric FY2023 FY2024 FY2025 FY2026
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

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $0.046B $0.03B $0.431B $4.66B
Total non-current assets * $0.218B $0.733B $1.44B $5.27B
Total assets $0.264B $0.763B $1.87B $9.93B
Total current liabilities $0.115B $0.386B $0.558B $1.16B
Total non-current liabilities * $0.079B $0.252B $0.678B $5.02B
Total equity $0.06B $0.125B $0.498B $1.72B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $58.74M $13.79M -$115.4M $89.68M
Cash from investing -$0.132B -$0.172B -$0.668B -$2.94B
Cash from financing $0.071B $0.147B $0.875B $6.88B
Net change in cash -$0.003B -$0.012B $0.092B $4.03B

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

ownership over time

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