Applied Digital Corp.· APLD

🇺🇸 US · MidBroad USNASDAQ

TechnologyInformation Technology ServicesWebsite

Price: $31.27
Day: +6.04%
Mkt Cap: $9.00B
52W Range: $13.16 – $50.73
Volume: 20.71M
Beta: 5.68

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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stockoscope.com

Applied Digital Corp.

APLD|Technology|Information Technology Services

Current price: $31

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$1.2M

Net share flow-35.0K

Purchases0 ($0)

Sales3 ($1.2M)

Top Notable Transactions

Insider

Type

Value

Date

Cummins Wes

Sale

$6.1M

Sep 3

Cummins Wes

Sale

$6.0M

Jan 16

Mohmand Mohammad Saidal LaVanway

Sale

$3.4M

Oct 24

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership77.8%

13F share flow+12.0%

Investors holding513

+371 adding-216 reducing

273

136

New 98Inc 273Red 136Closed 80

Top Institutional Holders

Institution

Value

Change

HOOD RIVER CAPITAL MANAGEMENT LLC

$547.8M

+2.8%

BLACKROCK, INC.

$496.1M

-1.6%

SITUATIONAL AWARENESS LP

$320.0M

+16.6%

GOLDMAN SACHS GROUP INC

$190.0M

+455.4%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting96

Total shares held40.9M

Share flow-8.9%

37 buying17 selling

Buying 37Unchanged 42Selling 17

Top Fund Holders

Fund

Weight

Change

Manager Directed Portfolios

14.1M

4637.09%

FIDELITY CONCORD STREET TRUST

2.3M

0.86%

-93

SCHWAB STRATEGIC TRUST

1.3M

0.43%

+1.2M

Voya EQUITY TRUST

615.2K

5.70%

+89.2K

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore APLD on stockoscope.com→

Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

APLD Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

4.0/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+15

Institutional Flow

50% weight

+70

Fund Flow

10% weight

+60

Overall Smart Money sentiment of 4.0/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for APLD

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q2 2026

3 sales totaling $1.2M (35.0K shares)

Share volume is well below the historical pace (0.1x average), insiders are holding more

Sell-only pattern: no insider purchases across 7 quarters

Steady selling pace across recent quarters

Notable Recent Transactions, APLD

Top 8 highest-value recent insider trades

Cummins Wes

CEO

Sell

400,000 shares at $15.26

Sep 3, 2025$6.10M

Cummins Wes

CEO

Sell

165,000 shares at $36.42

Jan 16, 2026$6.01M

Mohmand Mohammad Saidal LaVanway

Officer

Sell

100,000 shares at $34.08

Oct 24, 2025$3.41M

Cummins Wes

CEO

Sell

200,000 shares at $9.20

Nov 27, 2024$1.84M

HASTINGS CHUCK

Director

Sell

50,000 shares at $35.69

Oct 29, 2025$1.78M

HASTINGS CHUCK

Director

Sell

45,987 shares at $38.57

Jan 29, 2026$1.77M

Benson Ella G.

Director

Sell

42,569 shares at $35.30

Oct 29, 2025$1.50M

Mohmand Mohammad Saidal LaVanway

Officer

Sell

37,503 shares at $36.47

Oct 28, 2025$1.37M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for APLD

Total dollar value invested by institutions each quarter

Very Bullish

Institutions accumulating in Q1 2026

77.8% institutional ownership

Moderate accumulation: 371 adding vs 216 reducing

13F shares increased by 14.9%, a significant shift

Momentum weakening from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+151 growing-388 shrinkingNet: -237

101

334

New (50)

Increased (101)

Reduced (54)

Closed (334)

Top Institutional Holders, APLD

Largest 8 institutional positions by ownership percentage as of Q2 2026

EQUITEC PROPRIETARY MARKETS, LLC

8.4M

$312.3M

Ownership

3.08%

+100.0%

WALLEYE TRADING LLC

902.5K

$33.7M

Ownership

0.33%

+2.5%

CITIGROUP INC

727.3K

$27.1M

Ownership

0.27%

-36.5%

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

457.8K

$17.1M

Ownership

0.17%

-8.9%

CLARITY FINANCIAL LLC

282.1K

$10.5M

Ownership

0.10%

+100.0%

COMMONWEALTH EQUITY SERVICES, LLC

187.2K

$7.0M

Ownership

0.07%

+4.4%

CHECCHI CAPITAL ADVISERS, LLC

159.0K

$5.9M

Ownership

0.06%

+0.6%

KESTRA ADVISORY SERVICES, LLC

156.3K

$5.8M

Ownership

0.06%

-17.3%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 96 ETFs and mutual funds reporting

37 buying17 sellingNet: +20

Buying (37)

Unchanged (42)

Selling (17)

Very Bullish

Funds accumulating in Q2 2026

96 ETFs and mutual funds reporting

37 funds buying vs 17 selling

Top Fund Holders, APLD

Largest 8 ETF and mutual fund positions by shares held as of latest filing

Manager Directed Portfolios

14.1M

Weight

4637.09%

No change

FIDELITY CONCORD STREET TRUST

2.3M

Weight

0.86%

Decreased

SCHWAB STRATEGIC TRUST

1.3M

Weight

0.43%

Increased

Voya EQUITY TRUST

615.2K

Weight

5.70%

Increased

FIDELITY SELECT PORTFOLIOS

236.5K

Weight

0.43%

Decreased

DEUTSCHE DWS INVESTMENT TRUST

110.0K

Weight

34.29%

No change

iSHARES TRUST

108.9K

Weight

0.00%

Decreased

VALIC Co I

102.8K

Weight

0.04%

Decreased

Applied Digital Corp.· APLD

Holdings Analysis

Insider Trading Activity

1.3Transaction History128Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings93Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History128Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings93Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights