Applied Digital Corp.
Congressional Trades
No congressional trades in APLD on record.
Whale Activity
- Increased0
- New0
- Held0
- Decreased0
- Closed0
- No prior filing1
| Filer | Shares | Value | Change |
|---|---|---|---|
| Two Seas Capital LP | 50.0K | $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
Recent Insider Transactions
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| 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
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| Hood River Small-Cap Growth Fund Manager Directed Portfolios | 10.9M | $407.0M | 6.12% | Jun 30, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 8.2M | $304.6M | 0.01% | Jun 30, 2026 |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 5.9M | $219.9M | 0.12% | Jun 30, 2026 |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND | 4.5M | $212.7M | 0.12% | May 31, 2026 |
| iShares Russell 2000 ETF iSHARES TRUST | 5.8M | $138.1M | 0.19% | Mar 31, 2026 |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 3.4M | $126.8M | 0.27% | Jun 30, 2026 |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 2.9M | $108.8M | 0.11% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 2.4M | $80.6M | 0.25% | Apr 30, 2026 |
| Columbia Select Mid Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I | 1.4M | $65.0M | 2.94% | May 31, 2026 |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 1.3M | $60.7M | 0.14% | 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
- 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
- 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
No federal contract awards found for Applied Digital Corp..
U.S. Patents
No USPTO patent applications found for Applied Digital Corp..
Annual Financials
No annual XBRL figures on record for APLD. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
- 1-for-6Reverse splitApr 13, 2022
Split dates and ratios from the price history · Close Prices from Tiingo.com
Material Events (8-K)
- 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.
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…
