Insider filings
Applied Digital Corp. (APLD)
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About Applied Digital Corp.
from the company's filings and listing, as of Oct 22, 2026- Exchange
- NASDAQ
- Sector
- Technology
- Industry
- Information Technology Services
- Chief executive
- Wes Cummins
- Employees
- 256
- Listed since
- Apr 13, 2022
- Market value
- $6.3B
- Price to earnings (12 mo)
- -
- Net income per share, as reported (12 mo)
- -$1.59
- Dividend yield
- -
Earnings
6 reported quarters · next on Jan 6, 2027| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q1 FY2027reported Oct 7, 2026 | -$0.01 | -$0.30 | $341.9M | $116.3M | EPS beatRevenue beat |
| Q4 FY2026reported Jul 27, 2026 | -$0.39 | -$0.11 | $258.7M | $96.9M | EPS missRevenue beat |
| Q3 FY2026reported Apr 8, 2026 | -$0.36 | -$0.10 | $126.6M | $75.5M | EPS miss, GAAPRevenue beat |
| Q2 FY2026reported Jan 7, 2026 | -$0.11 | -$0.09 | $126.6M | $85.3M | EPS missRevenue beat |
| Q1 FY2026reported Oct 9, 2025 | -$0.11 | -$0.13 | $64.2M | $50.0M | EPS beatRevenue beat |
| Q4 FY2025reported Jul 30, 2025 | -$0.12 | -$0.12 | $38.0M | $37.8M | EPS in lineRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2026 · proxy filed Sep 25, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Wes CumminsChief Executive Officer and Chairman | $875K | $185.9M | $2.4M | $189.2M |
| Saidal MohmandChief Financial Officer | $525K | $38.6M | $1.3M | $40.5M |
| Laura LaltrelloChief Operating Officer | $527K | $1.8M | $265K | $2.6M |
The summary compensation table from the proxy statement for fiscal 2026, with titles as filed then. 1 executive who has since left the company is named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| Hood River Capital Management LLC | $840.0M | 22,518,887 | -2.4% | 7.88% |
| Vanguard Portfolio Management LLC | $512.1M | 13,728,812 | -7.3% | 4.81% |
| BlackRock, Inc. | $498.9M | 13,375,070 | -36.0% | 4.68% |
| Situational Awareness LP | $469.0M | 15,384,616 | +14.1% | 5.39% |
| Vanguard Capital Management LLC | $431.0M | 11,555,819 | +7.2% | 4.05% |
| Two Sigma Investments, LP | $384.2M | 10,299,117 | +546.7% | 3.61% |
| Equitec Proprietary Markets, LLC | $312.3M | 8,373,964 | New | 2.93% |
| Goldman Sachs Group Inc | $260.4M | 6,980,959 | -12.8% | 2.44% |
| Geode Capital Management, LLC | $221.7M | 4,877,618 | -23.9% | 1.71% |
| Value Aligned Research Advisors, LLC | $206.9M | 5,546,030 | -16.8% | 1.94% |
| Oasis Management Co Ltd. | $186.8M | 5,007,317 | +384.8% | 1.75% |
| State Street Corp | $167.2M | 4,482,378 | -19.5% | 1.57% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding APLD
4 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Situational AwarenessLeopold Aschenbrenner | $469.0M | 15,384,616 | 2.3% |
| Voloridge Investment Management | $113.1M | 3,033,280 | 0.5% |
| Tiger Global ManagementChase Coleman | $33.0M | 885,000 | 0.1% |
| Third PointDan Loeb | $821K | 22,000 | n/a |
4 of the 97 fund managers we track list APLD shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
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Open-market insider trades
7 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Wes CumminsCEO; Chairman | Bought | 55,803 | $18.04 | $1.0M | Oct 16, 2026filed Oct 19, 2026 | 1d |
| Jason Gechen ZhangPresident | Bought | 300,000 | $18.86 | $5.7M | Oct 16, 2026filed Oct 19, 2026 | 1d |
| Richard N. NottenburgDirector | Sold | 31,250 | $21.84 | $683K | Oct 13, 2026filed Oct 15, 2026 | 2d |
| Richard N. NottenburgDirector | Sold | 75,000 | $31.15 | $2.3M | Aug 4, 2026filed Aug 6, 2026 | 2d |
| Richard N. NottenburgDirector | Sold | 12,500 | $34.59 | $432K | Apr 30, 2026filed Apr 30, 2026 | 0d |
| Richard N. NottenburgDirector | Sold | 12,500 | $32.00 | $400K | Apr 28, 2026filed Apr 30, 2026 | 2d |
| Douglas S. MillerDirector | Sold | 10,000 | $34.98 | $350K | Apr 27, 2026filed Apr 28, 2026 | 1d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Wes CumminsCEO; Chairman | Tax withholding | 39,350 | Oct 10, 2026 |
| Wes CumminsCEO; Chairman | Option exercise | 100,000 | Oct 10, 2026 |
| Mohammad Saidal LaVanway MohmandChief Financial Officer | Tax withholding | 32,136 | Oct 4, 2026 |
| Mohammad Saidal LaVanway MohmandChief Financial Officer | Option exercise | 81,666 | Oct 4, 2026 |
| Jason Gechen ZhangPresident | Tax withholding | 49,188 | Sep 12, 2026 |
| Mohammad Saidal LaVanway MohmandChief Financial Officer | Other (see filing) | 13,408 | Aug 4, 2026 |
| Mohammad Saidal LaVanway MohmandChief Financial Officer | Tax withholding | 96,408 | Jul 31, 2026 |
| Mohammad Saidal LaVanway MohmandChief Financial Officer | Stock award | 245,000 | Jul 31, 2026 |
| Wes CumminsCEO; Chairman | Other (see filing) | 714,685 | Aug 4, 2026 |
| Wes CumminsCEO; Chairman | Tax withholding | 629,600 | Jul 31, 2026 |
| Wes CumminsCEO; Chairman | Stock award | 1,600,000 | Jul 31, 2026 |
| Laura LaltrelloChief Operating Officer | Tax withholding | 260,640 | Jul 31, 2026 |
| Laura LaltrelloChief Operating Officer | Stock award | 600,000 | Jul 31, 2026 |
| Jason Gechen ZhangPresident | Tax withholding | 236,100 | Jul 31, 2026 |
| Jason Gechen ZhangPresident | Stock award | 600,000 | Jul 31, 2026 |
| Laura LaltrelloChief Operating Officer | Tax withholding | 43,440 | Jul 6, 2026 |
| Jason Gechen ZhangPresident | Tax withholding | 265,613 | Jul 1, 2026 |
| Jason Gechen ZhangPresident | Stock award | 675,000 | Jul 1, 2026 |
| Mohammad Saidal LaVanway MohmandChief Financial Officer | Tax withholding | 192,815 | Jun 22, 2026 |
| Mohammad Saidal LaVanway MohmandChief Financial Officer | Stock award | 490,000 | Jun 22, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Are insiders buying or selling APLD?
Across the 7 most recent open-market filings shown here, 2 were purchases and 5 were sales.
How quickly are APLD trades disclosed?
Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.