Applied Digital
Builds and leases power-dense AI data centers while operating legacy blockchain hosting.
$25.52
After-hours close+0.16 (+0.61%)
At close$25.37(−7.56%)
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Breakdown13F · Form 4
Institutions 78.84%226.96M sharesInsiders 3.79%10.90M sharesOther 17.37%50.02M shares
Shares outstanding 287.88M · Float 264.50M · 91.9% free float
Institutions13F, as of Jun 30, 2026
631 holders · 226.96M shares · 174 new positions · 342 increased · 168 reduced · 69 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Hood River Capital Management LLC | 22.52M | 7.82% | −556.7K | Aug 14, 2026 |
| Situational Awareness LP | 15.38M | 5.34% | +1.91M | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 13.73M | 4.77% | −1.08M | Aug 13, 2026 |
| BlackRock, Inc. | 13.38M | 4.65% | −7.52M | Aug 7, 2026 |
| Vanguard Capital Management LLC | 11.56M | 4.01% | +780.1K | Aug 13, 2026 |
| Two Sigma Investments, LP | 10.30M | 3.58% | +8.71M | Aug 14, 2026 |
| Equitec Proprietary Markets, LLC | 8.37M | 2.91% | +8.37Mnew | Jul 20, 2026 |
| Goldman Sachs Group Inc | 6.98M | 2.42% | −1.02M | Aug 14, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Hood River Capital Management LLC | 7.89% | 22.04M | 13G | Feb 17, 2026 ↗ |
| Wesley Cummins | 7.60% | 22.04M | 13D | Jul 8, 2026 ↗ |
| BlackRock, Inc. | 7.30% | 15.42M | 13G | Feb 4, 2025 ↗ |
| Jane Street Group, LLC | 7.10% | 20.89M | 13G | May 12, 2026 ↗ |
| Vanguard Portfolio Management | 5.36% | 15.00M | 13G | Apr 28, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Wes Cummins | director, officer: CEO; Chairman | 5.77M | 2.00% | Aug 4, 2026 |
| Jason Gechen Zhang | officer: President | 2.59M | 0.90% | Aug 4, 2026 |
| Mohammad Saidal LaVanway Mohmand | officer: Chief Financial Officer | 888.4K | 0.31% | Aug 4, 2026 |
| Laura Laltrello | officer: Chief Operating Officer | 813.2K | 0.28% | Aug 4, 2026 |
| Chuck Hastings | director | 388.4K | 0.13% | Jan 30, 2026 |
| Douglas S. Miller | director | 184.9K | 0.06% | Apr 28, 2026 |
| Richard N. Nottenburg | director | 133.4K | 0.05% | Aug 6, 2026 |
| Ella G. Benson | director | 68.4K | 0.02% | Nov 25, 2025 |
| Rachel H. Lee | director | 67.1K | 0.02% | Nov 10, 2025 |
2 ten-percent owners hold 179.3K shares by Form 4, outside the officers-and-directors figure above · 7 people have not refiled in the last 18 months (1.17M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 4, 2026 | Richard N. Nottenburgdirector | Sale | 75,000 | $31.15 | 133,378 |
| Apr 30, 2026 | Richard N. Nottenburgdirector | Sale | 12,500 | $34.59 | 208,378 |
| Apr 28, 2026 | Richard N. Nottenburgdirector | Sale | 12,500 | $32.00 | 220,878 |
| Apr 27, 2026 | Douglas S. Millerdirector | Sale | 10,000 | $34.98 | 184,859 |
| Jan 29, 2026 | Chuck Hastingsdirector | Sale | 45,987 | $38.57 | 388,372 |
| Jan 15, 2026 | Richard N. Nottenburgdirector | Sale | 12,000 | $35.45 | 233,378 |
| Jan 14, 2026 | Richard N. Nottenburgdirector | Sale | 11,606 | $35.28 | 245,378 |
| Jan 16, 2026 | Wes Cumminsdirector, officer: CEO; Chairman | Sale | 165,000 | $36.42 | 4,176,329 |
| Jan 12, 2026 | Douglas S. Millerdirector | Sale | 10,000 | $38.54 | 200,859 |
| Nov 28, 2025 | Douglas S. Millerdirector | Sale | 8,000 | $26.98 | 210,859 |
CongressHouse and Senate disclosures
Not reported.