Position in APPF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,387,176
+$1,910,823 QoQ
Shares Held
27,360
+74.4% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#79
of 386 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in APPF Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $85,619,022 across 32 Software - Application names. APPF ranks #7 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
165,795 | $18,930,473 | |
| 2 | UBER |
Uber Technologies, Inc
|
219,694 | $15,853,119 | |
| 3 | NOW |
ServiceNow, Inc.
|
93,072 | $9,240,188 | |
| 4 | CRM |
Salesforce, Inc.
|
41,230 | $6,459,091 | |
| 5 | SNOW |
Snowflake Inc.
|
23,834 | $6,065,753 | |
| 6 | ZM |
Zoom Communications, Inc.
|
55,422 | $4,783,472 | |
| 7 | APPF |
Appfolio Inc
This page
|
27,360 | $4,387,176 | |
| 8 | ADP |
Automatic Data Processing Inc
|
16,549 | $3,706,148 |
All Filings in APPF
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,387,176 | 27,360 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,476,353 | 15,691 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,566,524 | 15,330 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,452,184 | 16,151 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,785,112 | 16,437 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,917,403 | 22,362 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,536,396 | 22,440 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,057,098 | 21,483 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,511,093 | 18,445 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,898,282 | 19,852 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,358,257 | 19,385 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,332,632 | 18,248 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,771,587 | 21,910 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,576,185 | 28,729 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,972,875 | 28,211 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,715,180 | 25,928 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||