Applied Digital Corp. (APLD) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Applied Digital Corporation designs, develops, and operates datacenters in North America. Its datacenters provide digital infrastructure solutions to the high-performance computing industry. The company also provides artificial intelligence cloud services, high performance computing datacenter hosting, and crypto datacenter hosting services. The company was formerly known as Applied Blockchain, Inc. and changed its name to Applied Digital Corporation in November 2022. Applied Digital Corporation is based in Dallas, Texas.
the bull case· 2
573
managers reporting a position in thirteen f filings
13fJun 30 '26+7.78%
change in shares held by the ten largest reporting managers over the latest quarter
13fJun 30 '26the bear case· 3
59.00%
of revenue from the largest disclosed customer Undisclosed HPC Hosting customer
10-Kfiled Jul 29 '265 of 8
recent reports where the move came in under the options implied range
earnings historyimplied vs realized11 of 23
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Oct 12 '26 report. Not a forecast, not advice.
tall tick = annual report · 2 on record
573 managers report a position worth $10.5B between them, and 32 of them hold 80% of it.
Of the 6 companies Applied Digital Corp. moves with most closely, none share its SEC classification.
Measured against 256 trading days of our own closes. Co-movement, not cause.
SIC 7374, Services-Computer Processing & Data Preparation, from each company's own filings. Largest first.
APLD (Applied Digital Corp.) has 7 disclosed suppliers and 4 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: CRWV +3.67%, in cloud.
Applied Digital Corp.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Services-Computer Processing & Data Preparation
High 24.67 at 11:00 am ET, low 23.73 at 6:15 am ET.