CWM, LLC

Position in APPF — Appfolio Inc

CIK 1535847 OMAHA, NE

Position in APPF

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$40,244

-$508,344 QoQ

Shares Held

255

-89.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Technology · as of Mar 31, 2026

CWM, LLC holds $322,778,063 across 144 Software - Application names. APPF ranks #100 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	235,476	$35,514,490
2	NOW	ServiceNow, Inc.	265,929	$27,802,876
3	CRM	Salesforce, Inc.	137,932	$25,747,766
4	UBER	Uber Technologies, Inc	345,934	$24,883,032
5	ADBE	Adobe Inc.	88,129	$21,422,397
6	MSTR	Strategy Inc	162,715	$20,257,654
7	ZM	Zoom Communications, Inc.	205,948	$16,556,159
8	INTU	Intuit Inc.	24,481	$10,585,094

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$40,244	255	-89.2%	Shares	Sole	2026-05-14
2025-12-31	$548,588	2,358	+103.6%	Shares	Sole	2026-01-26
2025-09-30	$319,214	1,158	+62.9%	Shares	Sole	2025-10-15
2025-06-30	$163,729	711	-83.7%	Shares	Sole	2025-07-25
2025-03-31	$961,842	4,374	-69.1%	Shares	Sole	2025-05-01
2024-12-31	$3,496,762	14,173	+56.3%	Shares	Sole	2025-02-04
2024-09-30	$2,134,371	9,067	+5985.2%	Shares	Sole	2024-10-08
2024-06-30	$36,440	149	+238.6%	Shares	Sole	2024-07-10
2024-03-31	$10,856	44	+57.1%	Shares	Sole	2024-04-05
2023-12-31	$4,850	28	+21.7%	Shares	Sole	2024-02-01
2023-09-30	$4,200	23	+43.8%	Shares	Sole	2023-10-11
2023-06-30	$2,754	16	0.0%	Shares	Sole	2023-08-03
2023-03-31	$1,991	16	0.0%	Shares	Sole	2023-05-01
2022-12-31	$2	16	+45.5%	Shares	Sole	2023-02-01
2022-09-30	$1,151	11	0.0%	Shares	Sole	2022-10-27
2022-06-30	$997	11	-69.4%	Shares	Sole	2022-07-28
2022-03-31	$4,075	36	—	Shares	Sole	2022-04-21
No filing history on record for this holder in this stock.