Position in APPF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$257,383,396
+$19,725,101 QoQ
Shares Held
1,605,135
+6.6% QoQ
Ownership
4.53%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2
of 386 holders
Holding Since
Mar 2020
26 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $5,099,714,410 across 75 Software - Application names. APPF ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TYL |
Tyler Technologies Inc
|
2,027,041 | $592,828,409 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
1,334,480 | $500,857,033 | |
| 3 | FICO |
Fair Isaac Corp
|
415,795 | $496,783,548 | |
| 4 | NICE |
NICE Ltd.
|
4,434,216 | $402,848,523 | |
| 5 | ROP |
Roper Technologies Inc
|
1,148,365 | $388,595,231 | |
| 6 | UBER |
Uber Technologies, Inc
|
4,510,939 | $325,509,356 | |
| 7 | APPF |
Appfolio Inc
This page
|
1,605,135 | $257,383,396 | |
| 8 | CRM |
Salesforce, Inc.
|
1,315,029 | $206,012,442 |
All Filings in APPF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,383,396 | 1,605,135 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $237,658,295 | 1,505,882 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $289,870,032 | 1,245,949 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $321,626,856 | 1,166,752 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $191,798,138 | 832,891 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $88,375,170 | 401,888 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $44,816,441 | 181,649 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $41,861,417 | 177,831 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $37,451,981 | 153,134 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $37,417,133 | 151,646 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $1,068,024 | 6,165 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $1,003,003 | 5,492 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $991,353 | 5,759 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $267,258 | 2,147 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $244,903 | 2,324 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $290,388 | 2,773 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $268,113 | 2,958 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $391,933 | 3,462 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $392,234 | 3,240 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $473,894 | 3,936 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $423,035 | 2,996 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $492,106 | 3,480 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $743,925 | 4,132 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $349,703 | 2,466 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $429,391 | 2,639 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $1,651,157 | 14,882 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||