Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
444 institutional managers reported holding APLD for the quarter ended Mar 31, 2026. Together they hold about 74% of shares outstanding; the top 10 hold 46%. 89 opened new positions; 74 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 27.69M | 9.82% | $657.2M | added +14.5% | 2022 Q2 |
| Hood River Capital Management LLC | 23.08M | 8.18% | $547.7M | added +4.7% | 2022 Q2 |
| BlackRock | 20.90M | 7.41% | $496.0M | unchanged | 2022 Q2 |
| Situational Awareness Partners LP (focused) | 13.48M | 4.78% | $319.9M | opened | 2026 Q1 |
| Situational Awareness LP (focused) | 13.48M | 4.78% | $319.9M | added +18.9% | 2025 Q1 |
| Goldman Sachs | 8.00M | 2.84% | $190.0M | added +466% | 2023 Q1 |
| Value Aligned Research Advisors, LLC | 6.67M | 2.37% | $158.3M | added +18.2% | 2025 Q4 |
| Geode Capital | 6.41M | 2.27% | $152.2M | added +2% | 2022 Q3 |
| DBA Trading, LLC (focused) | 5.58M | 1.98% | $132.4M | opened | 2026 Q1 |
| State Street | 5.57M | 1.98% | $132.2M | added +2.5% | 2022 Q2 |
| UBS | 4.94M | 1.75% | $117.2M | added +18.4% | 2022 Q3 |
| BNP Paribas Financial Markets | 3.44M | 1.22% | $81.6M | added +321.1% | 2024 Q4 |
| D. E. Shaw | 3.40M | 1.21% | $80.7M | trimmed -58.6% | 2024 Q4 |
| Marex Group plc | 3.39M | 1.20% | $80.3M | trimmed -13.3% | 2025 Q2 |
| Bank OF America CORP /DE/ | 3.26M | 1.16% | $77.4M | trimmed -14.3% | 2022 Q2 |
| Mirae Asset Global Etfs Holdings LTD. | 3.12M | 1.10% | $73.9M | trimmed -24.4% | 2022 Q3 |
| Morgan Stanley | 2.90M | 1.03% | $68.9M | trimmed -18.5% | 2022 Q2 |
| Charles Schwab Investment Management | 2.16M | 0.77% | $51.3M | trimmed -1.7% | 2022 Q2 |
| T. Rowe Price Investment Management, INC. | 2.16M | 0.77% | $51.3M | added +167.2% | 2025 Q3 |
| Barclays PLC | 2.13M | 0.76% | $50.5M | added +80.8% | 2022 Q2 |
| Northern Trust | 2.12M | 0.75% | $50.3M | added +2.9% | 2022 Q2 |
| VAN ECK Associates CORP | 1.82M | 0.65% | $43.2M | added +7.9% | 2022 Q2 |
| Two Sigma | 1.59M | 0.56% | $37.8M | added +402.2% | 2025 Q3 |
| Voya Investment Management LLC | 1.41M | 0.50% | $33.6M | added +18.6% | 2022 Q4 |
| Hsbc Holdings PLC | 1.24M | 0.44% | $29.4M | added +6.2% | 2025 Q4 |
| Jane Street | 1.24M | 0.44% | $29.3M | opened | 2022 Q3 |
| Wellington Management | 1.23M | 0.44% | $29.2M | added +94.8% | 2023 Q2 |
| Lord, Abbett & CO. LLC | 1.18M | 0.42% | $27.9M | added +14.5% | 2025 Q3 |
| Citigroup INC | 1.15M | 0.41% | $27.2M | added +174.6% | 2022 Q2 |
| SEI Investments CO | 1.09M | 0.39% | $26.0M | added +33% | 2022 Q4 |
| Franklin Resources | 1.06M | 0.38% | $25.2M | added +21.4% | 2025 Q3 |
| Oasis Management CO LTD. | 1.03M | 0.37% | $24.5M | added +40.9% | 2022 Q2 |
| Tidal Investments LLC | 924.7k | 0.33% | $21.9M | added +4238.4% | 2024 Q3 |
| Covalis Capital LLP | 879.2k | 0.31% | $20.9M | opened | 2026 Q1 |
| T. Rowe Price | 852.4k | 0.30% | $20.2M | added +84.9% | 2022 Q4 |
| BNY Mellon | 799.8k | 0.28% | $19.0M | trimmed -2.4% | 2022 Q2 |
| Janus Henderson | 785.2k | 0.28% | $18.6M | added +318.5% | 2023 Q4 |
| Jump Financial | 660.5k | 0.23% | $15.7M | added +12% | 2024 Q4 |
| LPL Financial LLC | 656.6k | 0.23% | $15.6M | added +12% | 2023 Q2 |
| Healthcare OF Ontario Pension Plan Trust Fund | 646.1k | 0.23% | $15.3M | added +13.3% | 2025 Q4 |
| Plustick Management LLC (focused) | 640.0k | 0.23% | $15.2M | trimmed -36% | 2023 Q2 |
| Ameriprise Financial INC | 615.1k | 0.22% | $14.6M | added +72.6% | 2025 Q4 |
| Nuveen | 596.3k | 0.21% | $14.2M | added +8.7% | 2022 Q3 |
| Federated Hermes, INC. | 580.7k | 0.21% | $13.8M | added +47.3% | 2025 Q3 |
| Vident Advisory, LLC | 580.7k | 0.21% | $13.8M | trimmed -9.4% | 2022 Q3 |
| Balyasny Asset Management | 546.2k | 0.19% | $13.0M | opened | 2025 Q3 |
| Westfield Capital Management CO LP | 542.1k | 0.19% | $12.9M | trimmed -47.6% | 2025 Q4 |
| Clearfield Capital Management LP (focused) | 514.4k | 0.18% | $12.2M | unchanged | 2024 Q2 |
| Hunter Associates Investment Management LLC | 502.7k | 0.18% | $11.9M | added +1.5% | 2023 Q2 |
| Swiss National Bank | 498.0k | 0.18% | $11.8M | unchanged | 2023 Q3 |
Largest 50 of 444 shown; the full ranked, searchable register is at boothcheck.com/holders/APLD. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.