Position in APPF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$208,455
New position
Shares Held
1,300
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#274
of 386 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Itau Unibanco Holding S.A. holds $6,969,760 across 8 Software - Application names. APPF ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
21,010 | $4,307,470 | |
| 2 | BRZE |
Braze, Inc.
|
33,261 | $721,431 | |
| 3 | CRM |
Salesforce, Inc.
|
4,190 | $656,405 | |
| 4 | U |
Unity Software Inc.
|
19,479 | $556,709 | |
| 5 | DUOL |
Duolingo, Inc.
|
2,680 | $308,253 | |
| 6 | APPF |
Appfolio Inc
This page
|
1,300 | $208,455 | |
| 7 | ZM |
Zoom Communications, Inc.
|
2,002 | $172,792 | |
| 8 | DOCU |
Docusign, Inc.
|
861 | $38,245 |
All Filings in APPF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,455 | 1,300 | Shares | Defined | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||