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APLD · Applied Digital Corp.
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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475
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APLD

Applied Digital Corp.
SOFTWARE & IT · SERVICES-COMPUTER PROCESSING & DATA PREPARATION · CIK 0001144879
FORM 144 · 1☆ WATCH
INSIDER NET · 180D
-$3.5M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
337
13F, latest reported quarter
REVENUE GROWTH
+167.5%
XBRL, annual
NET MARGIN
-30.2%
CONVERSIONS · 180D
4
codes C/M, not in net · no price filed
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$3.5M over 180 days
-$2.3M over 90 days
below 63% of Software & IT
CONGRESS
no member of Congress has reported trading it
FUNDS
337 funds added or opened last quarter
more than 86% of Software & IT
REVENUE
+167.5% year over year
more than 93% of Software & IT
MARGIN
-30.2% net margin
below 76% of Software & IT
BUYBACKS
no share repurchases reported
SHORT
24.9% of shares outstanding short · 3.1 days to cover · settled 2026-07-31
more than 99% of Software & IT
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
337 funds added or opened positions in the latest 13F quarter, of 568 holders.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +69.8%
+69.8%12M
-9%+69%+147%+225%2025-092025-102025-122026-032026-052026-072026-09 2025-09-03 · Cummins Wes sold $6.1M2026-01-16 · Cummins Wes sold $6.0M2025-10-24 · Mohmand Mohammad Saidal LaVanway sold $3.4M2026-08-04 · Nottenburg Richard N sold $2.3M2025-10-29 · HASTINGS CHUCK sold $1.8M2026-01-29 · HASTINGS CHUCK sold $1.8M2025-10-29 · Benson Ella G. sold $1.5M2025-10-28 · Mohmand Mohammad Saidal LaVanway sold $1.4M2025-09-03 · Mohmand Mohammad Saidal LaVanway sold $1.1M2025-10-24 · Nottenburg Richard N sold $1.1M2025-10-31 · HASTINGS CHUCK sold $856.8K2025-10-24 · Lee Rachel H. sold $803.9K2026-04-30 · Nottenburg Richard N sold $432.4K2026-01-15 · Nottenburg Richard N sold $425.4K2026-01-14 · Nottenburg Richard N sold $409.5K2026-04-28 · Nottenburg Richard N sold $400.0K2026-01-12 · MILLER DOUGLAS S sold $385.4K2026-04-27 · MILLER DOUGLAS S sold $349.8K2025-10-31 · Nottenburg Richard N sold $336.7K2025-09-03 · Nottenburg Richard N sold $305.2K2025-11-28 · MILLER DOUGLAS S sold $215.8K2025-11-24 · Benson Ella G. sold $199.3K2025-10-30 · Nottenburg Richard N sold $174.0K2026-08-04 · RICHARD N NOTTENBURG filed to sell $2.3M
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $3.5M sold by insiders over 180 days, 337 funds added last quarter, $2.3M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
TEAMMETACRWVCRMNETCRWDDDOGDASHAPPIOTPCTYMDB
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Applied Digital Corp. insiders sold a net $3.5M of stock across 111 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-04.

INSIDER
FILED
SHARES
VALUE
Nottenburg Richard N
Director
SELL
2026-08-04
75,000.0
$2.3M
Nottenburg Richard N
Director
SELL
2026-04-30
12,500.0
$432.4K
Nottenburg Richard N
Director
SELL
2026-04-28
12,500.0
$400.0K
MILLER DOUGLAS S
Director
SELL
2026-04-27
10,000.0
$349.8K
HASTINGS CHUCK
Director
SELL
2026-01-29
45,987.0
$1.8M
111 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 106 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
Hood River Capital Management LLC
22,518,887.0 sh
$840.0M
VANGUARD PORTFOLIO MANAGEMENT LLC
13,728,812.0 sh
$512.1M
BlackRock, Inc.
13,375,070.0 sh
$498.9M
Situational Awareness LP
15,384,616.0 sh
$469.0M
VANGUARD CAPITAL MANAGEMENT LLC
11,555,819.0 sh
$431.0M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
RICHARD N NOTTENBURG
FILED 2026-08-04
$2.3M
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
REX Crypto Equity Premium Income ETF
$5.3M POSITION · AS OF 2026-04-30
5.7%
Hood River Small-Cap Growth Fund
$291.0M POSITION · AS OF 2026-03-31
5.6%
VanEck Digital Transformation ETF
$14.0M POSITION · AS OF 2026-03-31
5.1%
Valkyrie Bitcoin Miners ETF
$8.1M POSITION · AS OF 2026-03-31
5.1%
REX IncomeMax Option Strategy ETF
$707.5K POSITION · AS OF 2026-03-31
4.8%
Hood River New Opportunities Fund
$31.2M POSITION · AS OF 2026-03-31
4.7%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Executive pay vs shareholder return
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2024
$27.7M
$29.6M
$9.9M
+317%
—
2023
$1.2M
-$2.9M
$1.4M
+120%
—
2022
$6.0M
$19.5M
$1.9M
+73%
—
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2026-052025-052024-052023-05
REVENUE$611.3M$228.6M$165.6M$55.4M
GROSS PROFIT———$11.0M
OPERATING INCOME$-236.5M$-72.2M$-98.3M$-42.9M
NET INCOME$-184.3M$-231.1M$-149.7M$-45.6M
EPS (DILUTED)-0.91-1.16-1.31-0.47
OPERATING CASH FLOW$89.7M$-115.4M$13.8M$58.7M
CASH$1.6B$44.0M$3.3M$29.0M
BUYBACKS$0$31.3M$0$0
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-04 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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