Position in APPF
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$9,188,055
+$3,143,549 QoQ
Shares Held
57,300
+49.6% QoQ
Ownership
0.162%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
9 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, 2026ZEVENBERGEN CAPITAL INVESTMENTS LLC holds $366,532,955 across 9 Software - Application names. APPF ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
1,183,816 | $135,168,110 | |
| 2 | SNOW |
Snowflake Inc.
|
368,329 | $93,739,730 | |
| 3 | DDOG |
Datadog, Inc.
|
160,100 | $41,683,636 | |
| 4 | UBER |
Uber Technologies, Inc
|
573,837 | $41,408,077 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
65,000 | $24,395,800 | |
| 6 | NOW |
ServiceNow, Inc.
|
120,365 | $11,949,837 | |
| 7 | APPF |
Appfolio Inc
This page
|
57,300 | $9,188,055 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
121,875 | $8,617,781 |
All Filings in APPF
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,188,055 | 57,300 | Shares | Other | 2026-07-16 | |
| 2026-03-31 | $6,044,506 | 38,300 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $5,537,070 | 23,800 | Shares | Other | 2026-01-15 | |
| 2025-09-30 | $6,560,708 | 23,800 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $4,605,600 | 20,000 | Shares | Other | 2025-07-07 | |
| 2025-03-31 | $4,398,000 | 20,000 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $5,168,784 | 20,950 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,049,330 | 21,450 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,490,596 | 22,450 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||