Stocks › APLD

Applied Digital Corp.

APLD·Nasdaq·United States United States·USD
$25.34
+0.64 (+2.59%)
Close · Oct 6, 2026 · Close Prices from Tiingo.com
APLD
Applied Digital Corp. · Nasdaq
Nasdaq 100S&P 500
Filings
Default90D1Y5YALL
APLDS&P 500 (rebased)
Congress BuyCongress SellInsider BuyInsider SellForm 1448-K ResultsLobbying
Loading price history…
Daily closes, adjusted for splits and dividends · Close Prices from Tiingo.comHover a marker, every one is a filing · move across the line for the crosshair

Congressional Trades

Recent trades of APLD by members of U.S. Congress · 0 on record

No congressional trades in APLD on record.

Whale Activity

Position changes in APLD reported for 2026-09-30 by 1 tracked institutional filer
No prior filing: 1
  • Increased0
  • New0
  • Held0
  • Decreased0
  • Closed0
  • No prior filing1
FilerSharesValueChange
Two Seas Capital LP50.0K$1.2M—

KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.

Insider Trading

Net shares bought (+) or sold (−) on the open market by APLD insiders, by quarter · Form 4
-1.0M-500.0K0500.0K1.0M2025 Q1: -20.0K2025 Q12025 Q2: -42.5K2025 Q22025 Q3: -669.9K2025 Q32025 Q4: -344.6K2025 Q42026 Q1: -244.6K2026 Q12026 Q2: -35.0K2026 Q22026 Q3: -75.0K2026 Q32026 Q4: 02026 Q4

Recent Insider Transactions

256 transactions on record · newest first
All insider activity →
InsiderTypeSharesPriceValueDate
Nottenburg Richard NDirector · Director Sale −75.0K $31.15 $2.3M Aug 4, 2026 Form 4 ↗
Cummins WesCEO; Chairman · Director Tax withholding −314.8K $45.20 $14.2M Jun 22, 2026 Form 4 ↗
Cummins WesCEO; Chairman · Director Grant / award +800.0K — — Jun 22, 2026 Form 4 ↗
Mohmand Mohammad Saidal LaVanwayChief Financial Officer Tax withholding −192.8K $45.20 $8.7M Jun 22, 2026 Form 4 ↗
Mohmand Mohammad Saidal LaVanwayChief Financial Officer Grant / award +490.0K — — Jun 22, 2026 Form 4 ↗
Nottenburg Richard NDirector Sale −12.5K $34.59 $432K Apr 30, 2026 Form 4 ↗
Nottenburg Richard NDirector Sale −12.5K $32.00 $400K Apr 28, 2026 Form 4 ↗
MILLER DOUGLAS SDirector Sale −10.0K $34.98 $350K Apr 27, 2026 Form 4 ↗
Cummins WesCEO; Chairman · Director Tax withholding −39.4K $26.26 $1.0M Apr 10, 2026 Form 4 ↗
Cummins WesCEO; Chairman · Director Option exercise +100.0K — — Apr 10, 2026 Form 4 ↗
Cummins WesCEO; Chairman · Director Tax withholding −34.6K $24.56 $849K Apr 4, 2026 Form 4 ↗
Cummins WesCEO; Chairman · Director Option exercise +100.0K — — Apr 4, 2026 Form 4 ↗
Mohmand Mohammad Saidal LaVanwayChief Financial Officer Tax withholding −32.1K $24.56 $789K Apr 4, 2026 Form 4 ↗
Mohmand Mohammad Saidal LaVanwayChief Financial Officer Option exercise +81.7K — — Apr 4, 2026 Form 4 ↗
Mohmand Mohammad Saidal LaVanwayChief Financial Officer Tax withholding −4,194 $24.56 $103K Apr 4, 2026 Form 4 ↗
Mohmand Mohammad Saidal LaVanwayChief Financial Officer Option exercise +12.5K — — Apr 4, 2026 Form 4 ↗
Zhang Jason GechenPresident Tax withholding −93.0K $27.48 $2.6M Mar 12, 2026 Form 4 ↗
Zhang Jason GechenPresident Grant / award +500.0K $0.00 $0 Feb 6, 2026 Form 4 ↗
Mohmand Mohammad Saidal LaVanwayChief Financial Officer Grant / award +250.0K $0.00 $0 Feb 6, 2026 Form 4 ↗
HASTINGS CHUCKDirector Sale −46.0K $38.57 $1.8M Jan 29, 2026 Form 4 ↗

Fund Holders

Mutual funds and ETFs holding APLD · SEC Form N-PORT
FundSharesValue% of fundAs of
Hood River Small-Cap Growth Fund
Manager Directed Portfolios
10.9M$407.0M6.12%Jun 30, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND
VANGUARD INDEX FUNDS
8.2M$304.6M0.01%Jun 30, 2026
VANGUARD SMALL-CAP INDEX FUND
VANGUARD INDEX FUNDS
5.9M$219.9M0.12%Jun 30, 2026
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
VANGUARD WORLD FUND
4.5M$212.7M0.12%May 31, 2026
iShares Russell 2000 ETF
iSHARES TRUST
5.8M$138.1M0.19%Mar 31, 2026
VANGUARD SMALL-CAP GROWTH INDEX FUND
VANGUARD INDEX FUNDS
3.4M$126.8M0.27%Jun 30, 2026
VANGUARD EXTENDED MARKET INDEX FUND
VANGUARD INDEX FUNDS
2.9M$108.8M0.11%Jun 30, 2026
Fidelity Small Cap Index Fund
Fidelity Salem Street Trust
2.4M$80.6M0.25%Apr 30, 2026
Columbia Select Mid Cap Growth Fund
COLUMBIA FUNDS SERIES TRUST I
1.4M$65.0M2.94%May 31, 2026
Fidelity Extended Market Index Fund
Fidelity Concord Street Trust
1.3M$60.7M0.14%May 31, 2026

Mutual funds and ETFs whose N-PORT filings list APLD's shares (CUSIP 038169207), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.

Activist & Passive Stakes

Schedule 13D / 13G beneficial-ownership filings
  • Vanguard Portfolio ManagementSCHEDULE 13G/A · passive (13G) · 13.8M shares4.8%
    Jul 31, 2026 · ↗
  • BlackRock, Inc.SCHEDULE 13G/A · passive (13G) · 12.2M shares4.3%
    Jul 27, 2026 · ↗
  • Wesley CumminsSCHEDULE 13D/A · activist (13D) · 22.0M shares7.6%
    Jul 8, 2026 · ↗
  • Leonard Street Holdings, LPSCHEDULE 13G/A · passive (13G) · 1.2M shares0.4%
    May 12, 2026 · ↗
  • Jane Street Singapore Pte. LtdSCHEDULE 13G/A · passive (13G) · 1,193 shares0.0%
    May 12, 2026 · ↗
  • Jane Street Global Trading, LLCSCHEDULE 13G/A · passive (13G) · 16.0M shares5.4%
    May 12, 2026 · ↗
  • Jane Street Options, LLCSCHEDULE 13G/A · passive (13G) · 64.8K shares0.0%
    May 12, 2026 · ↗
  • Jane Street Capital, LLCSCHEDULE 13G/A · passive (13G) · 3.6M shares1.2%
    May 12, 2026 · ↗
  • JANE STREET GROUP, LLCSCHEDULE 13G/A · passive (13G) · 20.9M shares7.1%
    May 12, 2026 · ↗

Corporate Lobbying

Estimated quarterly lobbying spending reported under the LDA, filings naming applied digital as client
$0$63K$125K$188K$250K2023 Q1: $50K2023 Q2: $50K2023 Q3: $50K2023 Q4: $50K20232024 Q1: $100K2024 Q2: $50K2024 Q3: $50K2024 Q4: $50K20242025 Q1: $50K2025 Q2: $50K2025 Q3: $50K2025 Q4: $50K20252026 Q1: $50K2026 Q2: $50K2026
  • ELEVATE GOVERNMENT AFFAIRS, LLCAPPLIED DIGITAL · 2026 Q2 · CPI, SCI, RES, ENV$50K
    Filing ↗
  • ELEVATE GOVERNMENT AFFAIRS, LLCAPPLIED DIGITAL · 2026 Q1 · ENG, CPI, SCI, RES$50K
    Filing ↗
  • ELEVATE GOVERNMENT AFFAIRS, LLCAPPLIED DIGITAL · 2025 Q4 · ENG, CPI, SCI, RES$50K
    Filing ↗
  • ELEVATE GOVERNMENT AFFAIRS, LLCAPPLIED DIGITAL · 2025 Q3 · ENG, CPI, SCI$50K
    Filing ↗
  • ELEVATE GOVERNMENT AFFAIRS, LLCAPPLIED DIGITAL · 2025 Q2 · ENG, CPI, SCI$50K
    Filing ↗

Government Contracts

Federal awards to Applied Digital Corp. · USAspending

No federal contract awards found for Applied Digital Corp..

U.S. Patents

Recent USPTO applications naming Applied Digital Corp.

No USPTO patent applications found for Applied Digital Corp..

Annual Financials

From APLD's 10-K filings · XBRL

No annual XBRL figures on record for APLD. KeyVex's fundamentals cover about 130 large companies so far.

Stock Splits

Every split and reverse split in the price history
  • 1-for-6Reverse splitApr 13, 2022

Split dates and ratios from the price history · Close Prices from Tiingo.com

Material Events (8-K)

Corporate events filed with the SEC
  • 8-K · Items 2.02, 9.01Results of operationsJul 27, 2026
    EDGAR ↗
  • 8-K · Items 1.01, 2.03, 3.02, 9.01Material agreement · Direct financial obligation · Unregistered sale of equityJun 26, 2026
    EDGAR ↗
  • 8-K/A · Items 1.01Material agreementJun 17, 2026
    EDGAR ↗
  • 8-K · Items 1.01, 2.03, 9.01Material agreement · Direct financial obligationJun 16, 2026
    EDGAR ↗
  • 8-K · Items 7.01, 9.01Reg FD disclosureJun 9, 2026
    EDGAR ↗
  • 8-K · Items 8.01, 9.01Other eventsJun 9, 2026
    EDGAR ↗
  • 8-K · Items 7.01, 8.01, 9.01Reg FD disclosure · Other eventsJun 9, 2026
    EDGAR ↗
  • 8-K · Items 1.01, 2.01, 7.01, 9.01Material agreement · Acquisition or disposition · Reg FD disclosureMay 5, 2026
    EDGAR ↗

About Applied Digital Corp.

From SEC EDGAR company records

Overview Our Business We are a U.S.-based designer, developer, owner, and operator of large-scale, purpose-built data centers engineered to support high-performance computing (“HPC”) workloads, including artificial intelligence (“AI”), machine learning, and other accelerated-compute applications. We design, build, and operate high-performance, sustainably engineered data centers—which we refer to as AI factories—and deliver that capacity to investment-grade hyperscalers and other leading compute customers under long-term lease and hosting arrangements. Our standardized, repeatable design model spans site selection, design, construction, and operations, and has been qualified by major hypersc…

Industry (SIC 7374)Services-Computer Processing & Data Preparation
SectorTechnology
HeadquartersDALLAS, TX
IncorporatedNV
Former namesApplied Digital Corp., Applied Blockchain, Inc., Applied Science Products, Inc.