Position in APPF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,235,221
+$106,598 QoQ
Shares Held
20,176
+1.8% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#88
of 386 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in APPF Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Advisors Capital Management, LLC holds $54,645,382 across 17 Software - Application names. APPF ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
245,440 | $17,710,950 | |
| 2 | PCOR |
Procore Technologies, Inc.
|
268,873 | $10,921,621 | |
| 3 | GWRE |
Guidewire Software, Inc.
|
58,744 | $7,228,449 | |
| 4 | TTAN |
ServiceTitan, Inc.
|
51,266 | $3,625,018 | |
| 5 | APPF |
Appfolio Inc
This page
|
20,176 | $3,235,221 | |
| 6 | ADP |
Automatic Data Processing Inc
|
14,240 | $3,189,048 | |
| 7 | CRM |
Salesforce, Inc.
|
17,375 | $2,721,967 | |
| 8 | NCNO |
nCino, Inc.
|
75,725 | $1,238,103 |
All Filings in APPF
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,235,221 | 20,176 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,128,623 | 19,824 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,486,655 | 19,285 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,389,428 | 19,551 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,421,836 | 19,202 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,786,897 | 17,221 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $2,978,897 | 12,074 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,840,571 | 12,067 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,765,597 | 11,308 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,816,783 | 11,416 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,867,873 | 10,782 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,841,093 | 10,081 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,916,434 | 11,133 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,392,931 | 11,190 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||