Applied Digital

APLD

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding

In their latest 13F (Q3 2026)

See who

Value held

$3.7m

Combined value at quarter end

Last quarter

1 bought

0 sold or trimmed

Price at Q2 ’26 end

$37.30

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+21.7%Q1 ’23

-36.5%Q1 ’24

+39.0%Q2 ’24

+38.7%Q3 ’24

-7.4%Q4 ’24

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

1Q4 ’23

1Q1 ’24

1Q2 ’24

1Q3 ’24

1Q4 ’24

0Q1 ’25

0Q2 ’25

0Q3 ’25

0Q4 ’25

0Q1 ’26

1Q2 ’26

0Q3 ’26

Counts the managers on this site whose 13F for that quarter includes Applied Digital.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Applied Digital

Polen Capital Management	0.0%$3.7m	$3.7m	New	1 qtr

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works

From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.

Sort by

Insider purchases and sales of Applied Digital
		Bought or sold				Filing
16 Oct 2026	Zhang Jason GechenPresident	▲ Bought	300,000	$18.86	$5.7m	Form 4
16 Oct 2026	Cummins WesCEO; Chairman	▲ Bought	55,803	$18.04	$1.0m	Form 4
13 Oct 2026	Nottenburg Richard NDirector	▼ Sold	31,250	$21.84	$683k	Form 4
4 Aug 2026	Nottenburg Richard NDirector	▼ Sold	75,000	$31.15	$2.3m	Form 4

About the company

Sector: Technology · Services-Computer Processing & Data Preparation
Incorporated in: Nevada
Financial year ends: 31 May
Shares outstanding: 302m at 6 Oct 2026
SEC filings: Annual reports and other filings on EDGAR

Revenue and profit

$0kMay ’21

$8.5mMay ’22

$55.4mMay ’23

$166mMay ’24

$229mMay ’25

$611mMay ’26

Applied Digital revenue and net income by year
Year	Revenue	Net income
Year to May 2026	$611m	−$250m
Year to May 2025	$229m	−$234m
Year to May 2024	$166m	−$149m
Year to May 2023	$55.4m	−$44.6m
Year to May 2022	$8.5m	−$23.5m
Year to May 2021	$0k	−$568k

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.