APLD
Applied Digital Corp.
+1.66 (+6.81%)26.05USD12.2M成交股數7.6B市值–本益比(近四季)12.4股價營收比+139.3%營收年增(近四季)2026-10-08下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 1 · 2.3M · 1 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 3.5M |
| 近 180 天 淨額 | −3.5M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-12 | 09-14 | Zhang Jason Gechen | President | F 繳稅扣股 | 49.2K | 26.42 | 1.3M | 2.5M | SEC |
| 2026-08-04 | 08-06 | Nottenburg Richard N | Director | S 公開市場賣出 | 75.0K | 31.15 | 2.3M | 133K | SEC |
| 2026-08-04 | 08-04 | Cummins Wes | CEO; Chairman | J 其他 | 715K | – | – | 12.8K | SEC |
| 2026-08-04 | 08-04 | Mohmand Mohammad Saidal LaVanway | Chief Financial Officer | J 其他 | 13.4K | – | – | 888K | SEC |
| 2026-07-31 | 08-04 | Laltrello Laura | Chief Operating Officer | A 獲配股票 | 600K | – | – | 1.1M | SEC |
| 2026-07-31 | 08-04 | Cummins Wes | CEO; Chairman | A 獲配股票 | 1.6M | – | – | 6.4M | SEC |
| 2026-07-31 | 08-04 | Zhang Jason Gechen | President | F 繳稅扣股 | 236K | 27.39 | 6.5M | 2.6M | SEC |
| 2026-07-31 | 08-04 | Zhang Jason Gechen | President | A 獲配股票 | 600K | – | – | 2.8M | SEC |
| 2026-07-31 | 08-04 | Mohmand Mohammad Saidal LaVanway | Chief Financial Officer | A 獲配股票 | 245K | – | – | 971K | SEC |
| 2026-07-31 | 08-04 | Cummins Wes | CEO; Chairman | F 繳稅扣股 | 630K | 27.39 | 17.2M | 5.8M | SEC |
| 2026-07-31 | 08-04 | Mohmand Mohammad Saidal LaVanway | Chief Financial Officer | F 繳稅扣股 | 96.4K | 27.39 | 2.6M | 875K | SEC |
| 2026-07-31 | 08-04 | Laltrello Laura | Chief Operating Officer | F 繳稅扣股 | 261K | 27.39 | 7.1M | 813K | SEC |
| 2026-07-06 | 07-07 | Laltrello Laura | Chief Operating Officer | F 繳稅扣股 | 43.4K | 33.50 | 1.5M | 474K | SEC |
| 2026-07-01 | 07-02 | Zhang Jason Gechen | President | F 繳稅扣股 | 118K | 35.52 | 4.2M | 2.0M | SEC |
| 2026-07-01 | 07-02 | Zhang Jason Gechen | President | A 獲配股票 | 375K | – | – | 2.4M | SEC |
| 2026-07-01 | 07-02 | Zhang Jason Gechen | President | A 獲配股票 | 300K | – | – | 2.1M | SEC |
| 2026-07-01 | 07-02 | Zhang Jason Gechen | President | F 繳稅扣股 | 148K | 35.52 | 5.2M | 2.2M | SEC |
| 2026-06-22 | 06-24 | Mohmand Mohammad Saidal LaVanway | Chief Financial Officer | F 繳稅扣股 | 193K | 45.20 | 8.7M | 726K | SEC |
| 2026-06-22 | 06-24 | Mohmand Mohammad Saidal LaVanway | Chief Financial Officer | A 獲配股票 | 490K | – | – | 919K | SEC |
| 2026-06-22 | 06-24 | Cummins Wes | CEO; Chairman | F 繳稅扣股 | 315K | 45.20 | 14.2M | 4.8M | SEC |
| 2026-06-22 | 06-24 | Cummins Wes | CEO; Chairman | A 獲配股票 | 800K | – | – | 5.1M | SEC |
| 2026-04-30 | 04-30 | Nottenburg Richard N | Director | S 公開市場賣出 | 12.5K | 34.59 | 432K | 208K | SEC |
| 2026-04-28 | 04-30 | Nottenburg Richard N | Director | S 公開市場賣出 | 12.5K | 32.00 | 400K | 221K | SEC |
| 2026-04-27 | 04-28 | MILLER DOUGLAS S | Director | S 公開市場賣出 | 10.0K | 34.98 | 350K | 185K | SEC |
| 2026-04-10 | 04-14 | Cummins Wes | CEO; Chairman | M 選擇權執行 | 100K | – | – | 4.3M | SEC |
| 2026-04-10 | 04-14 | Cummins Wes | CEO; Chairman | F 繳稅扣股 | 39.4K | 26.26 | 1.0M | 4.3M | SEC |
| 2026-04-04 | 04-07 | Cummins Wes | CEO; Chairman | M 選擇權執行 | 100K | – | – | 4.3M | SEC |
| 2026-04-04 | 04-07 | Mohmand Mohammad Saidal LaVanway | Chief Financial Officer | M 選擇權執行 | 81.7K | – | – | 461K | SEC |
| 2026-04-04 | 04-07 | Mohmand Mohammad Saidal LaVanway | Chief Financial Officer | F 繳稅扣股 | 4.2K | 24.56 | 103K | 380K | SEC |
| 2026-04-04 | 04-07 | Mohmand Mohammad Saidal LaVanway | Chief Financial Officer | F 繳稅扣股 | 32.1K | 24.56 | 789K | 429K | SEC |
| 2026-04-04 | 04-07 | Cummins Wes | CEO; Chairman | F 繳稅扣股 | 34.6K | 24.56 | 849K | 4.2M | SEC |
| 2026-04-04 | 04-07 | Mohmand Mohammad Saidal LaVanway | Chief Financial Officer | M 選擇權執行 | 12.5K | – | – | 384K | SEC |
| 2026-03-12 | 03-13 | Zhang Jason Gechen | President | F 繳稅扣股 | 93.0K | 27.48 | 2.6M | 1.8M | SEC |
| 2026-02-06 | 02-09 | Zhang Jason Gechen | President | A 獲配股票 | 500K | – | – | 1.9M | SEC |
| 2026-02-06 | 02-09 | Mohmand Mohammad Saidal LaVanway | Chief Financial Officer | A 獲配股票 | 250K | – | – | 371K | SEC |
| 2026-01-29 | 01-30 | HASTINGS CHUCK | Director | S 公開市場賣出 | 46.0K | 38.57 | 1.8M | 388K | SEC |
| 2026-01-22 | 01-23 | MILLER DOUGLAS S | Director | G 贈與 | 6.0K | – | – | 195K | SEC |
| 2026-01-16 | 01-16 | Cummins Wes | CEO; Chairman | S 公開市場賣出 | 165K | 36.42 | 6.0M | 4.2M | SEC |
| 2026-01-15 | 01-16 | Nottenburg Richard N | Director | S 公開市場賣出 | 12.0K | 35.45 | 425K | 233K | SEC |
| 2026-01-14 | 01-16 | Nottenburg Richard N | Director | S 公開市場賣出 | 11.6K | 35.28 | 409K | 245K | SEC |
| 2026-01-12 | 01-14 | MILLER DOUGLAS S | Director | S 公開市場賣出 | 10.0K | 38.54 | 385K | 201K | SEC |
| 2026-01-06 | 02-27 | Laltrello Laura | Chief Operating Officer | F 繳稅扣股 | 82.8K | 30.27 | 2.5M | 517K | SEC |
| 2026-01-06 | 01-08 | Cummins Wes | CEO; Chairman | A 獲配股票 | 1.5M | – | – | 4.3M | SEC |
| 2025-11-28 | 12-02 | MILLER DOUGLAS S | Director | S 公開市場賣出 | 8.0K | 26.98 | 216K | 211K | SEC |
| 2025-11-25 | 11-28 | Zhang Jason Gechen | Chief Strategy Officer | F 繳稅扣股 | 60.9K | 24.94 | 1.5M | 1.4M | SEC |
| 2025-11-25 | 11-28 | Zhang Jason Gechen | Chief Strategy Officer | A 獲配股票 | 170K | – | – | 1.5M | SEC |
| 2025-11-24 | 11-25 | Benson Ella G. | Director | S 公開市場賣出(10b5-1) | 8.6K | 23.22 | 199K | 68.4K | SEC |
| 2025-11-09 | 11-10 | HASTINGS CHUCK | Director | A 獲配股票 | 7.7K | – | – | 434K | SEC |
| 2025-11-09 | 11-10 | MILLER DOUGLAS S | Director | A 獲配股票 | 7.7K | – | – | 219K | SEC |
| 2025-11-09 | 11-10 | Benson Ella G. | Director | A 獲配股票 | 7.7K | – | – | 77.0K | SEC |
| 2025-11-09 | 11-10 | Nottenburg Richard N | Director | A 獲配股票 | 7.7K | – | – | 257K | SEC |
| 2025-11-09 | 11-10 | Lee Rachel H. | Director | A 獲配股票 | 7.7K | – | – | 67.1K | SEC |
| 2025-10-31 | 11-04 | Cummins Wes | CEO; Chairman | J 其他 | 904K | – | – | 722K | SEC |
| 2025-10-31 | 10-31 | Nottenburg Richard N | Director | S 公開市場賣出 | 9.4K | 35.91 | 337K | 249K | SEC |
| 2025-10-31 | 10-31 | HASTINGS CHUCK | Director | S 公開市場賣出 | 25.0K | 34.27 | 857K | 427K | SEC |
| 2025-10-30 | 10-31 | Nottenburg Richard N | Director | S 公開市場賣出 | 5.0K | 34.80 | 174K | 259K | SEC |
| 2025-10-29 | 10-31 | Benson Ella G. | Director | S 公開市場賣出 | 42.6K | 35.30 | 1.5M | 69.3K | SEC |
| 2025-10-29 | 10-31 | HASTINGS CHUCK | Director | S 公開市場賣出 | 50.0K | 35.69 | 1.8M | 452K | SEC |
| 2025-10-28 | 10-28 | Mohmand Mohammad Saidal LaVanway | Chief Financial Officer | S 公開市場賣出 | 37.5K | 36.47 | 1.4M | 121K | SEC |
| 2025-10-24 | 10-28 | Mohmand Mohammad Saidal LaVanway | Chief Financial Officer | S 公開市場賣出 | 100K | 34.08 | 3.4M | 159K | SEC |
| 2025-10-24 | 10-28 | Nottenburg Richard N | Director | S 公開市場賣出 | 34.4K | 33.23 | 1.1M | 264K | SEC |
| 2025-10-24 | 10-28 | Lee Rachel H. | Director | S 公開市場賣出 | 24.2K | 33.20 | 804K | 59.4K | SEC |
| 2025-10-10 | 10-14 | Cummins Wes | CEO; Chairman | M 選擇權執行 | 200K | – | – | 2.9M | SEC |
| 2025-10-10 | 10-14 | Cummins Wes | CEO; Chairman | F 繳稅扣股 | 78.7K | 33.99 | 2.7M | 2.8M | SEC |
| 2025-10-04 | 10-07 | Cummins Wes | CEO; Chairman | F 繳稅扣股 | 39.4K | 26.53 | 1.0M | 2.7M | SEC |
| 2025-10-04 | 10-07 | Cummins Wes | CEO; Chairman | M 選擇權執行 | 100K | – | – | 2.8M | SEC |
| 2025-10-04 | 10-07 | Mohmand Mohammad Saidal LaVanway | Chief Financial Officer | F 繳稅扣股 | 4.9K | 26.53 | 131K | 259K | SEC |
| 2025-10-04 | 10-07 | Mohmand Mohammad Saidal LaVanway | Chief Financial Officer | M 選擇權執行 | 12.5K | – | – | 264K | SEC |
| 2025-10-04 | 10-07 | Mohmand Mohammad Saidal LaVanway | Chief Financial Officer | F 繳稅扣股 | 32.1K | 26.53 | 853K | 251K | SEC |
| 2025-10-04 | 10-07 | Mohmand Mohammad Saidal LaVanway | Chief Financial Officer | M 選擇權執行 | 81.7K | – | – | 283K | SEC |
| 2025-09-03 | 09-05 | Cummins Wes | CEO; Chairman | S 公開市場賣出 | 400K | 15.26 | 6.1M | 2.7M | SEC |
| 2025-09-03 | 09-05 | Mohmand Mohammad Saidal LaVanway | Chief Financial Officer | S 公開市場賣出 | 75.0K | 15.26 | 1.1M | 202K | SEC |
| 2025-09-03 | 09-05 | Nottenburg Richard N | Director | S 公開市場賣出 | 20.0K | 15.26 | 305K | 298K | SEC |
| 2025-08-12 | 08-14 | HASTINGS CHUCK | Director | S 公開市場賣出 | 30.0K | 14.73 | 442K | 502K | SEC |
| 2025-08-08 | 08-12 | Zhang Jason Gechen | Chief Strategy Officer | A 獲配股票 | 750K | – | – | 1.3M | SEC |
| 2025-08-08 | 08-11 | Nottenburg Richard N | Director | S 公開市場賣出 | 11.3K | 14.22 | 160K | 318K | SEC |
| 2025-08-07 | 08-08 | MILLER DOUGLAS S | Director | S 公開市場賣出 | 10.0K | 15.00 | 150K | 211K | SEC |
| 2025-08-05 | 08-07 | Mohmand Mohammad Saidal LaVanway | Chief Financial Officer | M 選擇權執行 | 20.8K | – | – | 272K | SEC |
| 2025-08-05 | 08-07 | Cummins Wes | CEO; Chairman | F 繳稅扣股 | 32.8K | 14.89 | 488K | 3.1M | SEC |
| 2025-08-05 | 08-07 | Cummins Wes | CEO; Chairman | M 選擇權執行 | 83.3K | – | – | 3.1M | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| Hood River Capital Management LLC | 22.5M | 840M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13.7M | 512M | 新進 | 新進 |
| BlackRock, Inc. | 13.4M | 499M | 新進 | 新進 |
| Situational Awareness LP | 15.4M | 469M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 11.6M | 431M | 新進 | 新進 |
| Two Sigma TWO SIGMA INVESTMENTS, LP | 10.3M | 384M | 新進 | 新進 |
| EQUITEC PROPRIETARY MARKETS, LLC | 8.4M | 312M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 7.0M | 260M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 4.9M | 222M | 新進 | 新進 |
| Value Aligned Research Advisors, LLC | 5.5M | 207M | 新進 | 新進 |
| Oasis Management Co Ltd. | 5.0M | 187M | 新進 | 新進 |
| STATE STREET CORP | 4.5M | 167M | 新進 | 新進 |
| DBA TRADING, LLC | 5.6M | 132M | 新進 | 新進 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3.5M | 131M | 新進 | 新進 |
| BNP PARIBAS FINANCIAL MARKETS | 3.3M | 122M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 3.1M | 115M | 新進 | 新進 |
| 德劭 D. E. Shaw & Co., Inc. | 3.0M | 113M | 新進 | 新進 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3.0M | 113M | 新進 | 新進 |
| MORGAN STANLEY | 2.9M | 110M | 新進 | 新進 |
| UBS Group AG | 2.9M | 108M | 新進 | 新進 |
| BANK OF AMERICA CORP /DE/ | 2.6M | 97.6M | 新進 | 新進 |
| AMERIPRISE FINANCIAL INC | 2.1M | 76.8M | 新進 | 新進 |
| BARCLAYS PLC | 1.8M | 68.7M | 新進 | 新進 |
| Squarepoint Ops LLC | 1.8M | 67.0M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.7M | 62.8M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 565 +106 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 565 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 215M · 73.6% |
| 合計季末市值 | 7.6B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 58.4M |
|---|---|
| 與上期比 | +4.8% |
| 佔流通股數 | 20.05% |
| 日均成交量 | 15.0M |
| 回補天數 | 3.9 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 58.4M | +4.8% | 20.05% | 15.0M | 3.9 |
| 2026-08-14 | 55.7M | -23.4% | 19.12% | 16.1M | 3.5 |
| 2026-07-31 | 72.7M | +4.1% | 24.95% | 23.1M | 3.2 |
| 2026-07-15 | 69.9M | -1.6% | 23.97% | 17.0M | 4.1 |
| 2026-06-30 | 71.0M | -4.5% | 24.36% | 20.8M | 3.4 |
| 2026-06-15 | 74.4M | -3.6% | 25.51% | 20.4M | 3.7 |
| 2026-05-29 | 77.2M | -2.0% | 26.47% | 23.9M | 3.2 |
| 2026-05-15 | 78.7M | -1.7% | 27.01% | 22.3M | 3.5 |
| 2026-04-30 | 80.1M | -0.0% | 27.47% | 24.5M | 3.3 |
| 2026-04-15 | 80.1M | +3.5% | 27.47% | 26.6M | 3.0 |
| 2026-03-31 | 77.4M | -1.8% | 26.55% | 16.3M | 4.7 |
| 2026-03-13 | 78.8M | -0.3% | 27.02% | 16.5M | 4.8 |
| 2026-02-27 | 79.0M | -1.6% | 27.11% | 17.2M | 4.6 |
| 2026-02-13 | 80.3M | -7.2% | 27.56% | 28.5M | 2.8 |
| 2026-01-30 | 86.6M | +0.4% | 29.70% | 37.0M | 2.3 |
| 2026-01-15 | 86.3M | +13.1% | 29.59% | 45.7M | 1.9 |
| 2025-12-31 | 76.2M | -3.1% | 26.16% | 23.9M | 3.2 |
| 2025-12-15 | 78.7M | -2.0% | 27.00% | 25.6M | 3.1 |
| 2025-11-28 | 80.3M | +2.0% | 27.56% | 26.6M | 3.0 |
| 2025-11-14 | 78.8M | -0.5% | 27.02% | 26.7M | 3.0 |
| 2025-10-31 | 79.2M | +4.7% | 27.16% | 30.1M | 2.6 |
| 2025-10-15 | 75.6M | +4.9% | 25.94% | 42.9M | 1.8 |
| 2025-09-30 | 72.1M | +4.9% | 24.72% | 28.1M | 2.6 |
| 2025-09-15 | 68.7M | +8.8% | 23.56% | 26.1M | 2.6 |
| 2025-08-29 | 63.1M | +11.5% | 21.66% | 31.4M | 2.0 |
| 2025-08-15 | 56.6M | -11.9% | 19.42% | 29.3M | 1.9 |