Orion Porfolio Solutions, LLC

Position in APPF — Appfolio Inc

CIK 1360533 OMAHA, NE

Position in APPF

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,076,635

+$1,135,765 QoQ

Shares Held

19,187

+56.0% QoQ

Ownership

0.054%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#90

of 386 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Technology · as of Jun 30, 2026

Orion Porfolio Solutions, LLC holds $99,490,223 across 44 Software - Application names. APPF ranks #12 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	68,031	$10,657,736
2	NOW	ServiceNow, Inc.	84,025	$8,342,002
3	PAYX	Paychex Inc	65,946	$6,484,470
4	UBER	Uber Technologies, Inc	86,931	$6,272,940
5	INTU	Intuit Inc.	17,997	$4,697,217
6	ADP	Automatic Data Processing Inc	20,356	$4,558,726
7	ADBE	Adobe Inc.	21,660	$4,440,733
8	CDNS	Cadence Design Systems Inc	11,814	$4,434,030

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,076,635	19,187	+56.0%	Shares	Sole	2026-08-14
2026-03-31	$1,940,870	12,298	-13.1%	Shares	Sole	2026-05-13
2025-12-31	$3,291,764	14,149	-5.4%	Shares	Sole	2026-02-12
2025-09-30	$4,122,495	14,955	+6.8%	Shares	Sole	2025-11-12
2025-06-30	$3,225,301	14,006	+1.8%	Shares	Sole	2025-08-27
2025-03-31	$3,025,164	13,757	+81.1%	Shares	Sole	2025-08-01
2024-12-31	$1,874,085	7,596	-2.1%	Shares	Sole	2025-08-01
2024-09-30	$1,827,174	7,762	-14.5%	Shares	Sole	2025-07-31
2024-06-30	$2,220,940	9,081	-9.4%	Shares	Sole	2025-07-31
2024-03-31	$2,474,308	10,028	+4.1%	Shares	Sole	2025-07-31
2023-12-31	$1,668,820	9,633	-7.2%	Shares	Sole	2025-07-31
2023-09-30	$1,895,334	10,378	-6.8%	Shares	Sole	2025-07-31
2023-06-30	$1,917,811	11,141	-7.3%	Shares	Sole	2025-07-31
2023-03-31	$1,496,623	12,023	—	Shares	Sole	2025-07-31
No filing history on record for this holder in this stock.