Position in APPF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$595,860
+$9,401 QoQ
Shares Held
3,716
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#190
of 386 holders
Holding Since
Sep 2021
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APPF Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026KCM INVESTMENT ADVISORS LLC holds $41,311,783 across 13 Software - Application names. APPF ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
142,303 | $31,868,756 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
7,050 | $2,646,006 | |
| 3 | ROP |
Roper Technologies Inc
|
5,484 | $1,855,730 | |
| 4 | CRM |
Salesforce, Inc.
|
6,957 | $1,089,883 | |
| 5 | DDOG |
Datadog, Inc.
|
3,197 | $832,370 | |
| 6 | APPF |
Appfolio Inc
This page
|
3,716 | $595,860 | |
| 7 | ADBE |
Adobe Inc.
|
2,782 | $570,365 | |
| 8 | NOW |
ServiceNow, Inc.
|
4,677 | $464,332 |
All Filings in APPF
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,860 | 3,716 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $586,459 | 3,716 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,579,947 | 19,686 | Shares | Sole | 2026-02-13 | |
| 2024-03-31 | $233,909 | 948 | Shares | Sole | 2024-05-07 | |
| 2022-12-31 | $251,120 | 2,383 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $272,272 | 2,600 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $235,664 | 2,600 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $656,618 | 5,800 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $700,332 | 5,785 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $696,514 | 5,785 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||