Position in APPF
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$993,047
+$437,048 QoQ
Shares Held
6,193
+75.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#152
of 386 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APPF Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LVZ, Inc. holds $1,613,705 across 2 Software - Application names. APPF ranks #1 (61.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APPF |
Appfolio Inc
This page
|
6,193 | $993,047 | |
| 2 | INTU |
Intuit Inc.
|
2,378 | $620,658 |
All Filings in APPF
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $993,047 | 6,193 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $555,999 | 3,523 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $770,769 | 3,313 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $791,419 | 2,871 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $562,343 | 2,442 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $535,896 | 2,437 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $555,613 | 2,252 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $439,962 | 1,869 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $440,959 | 1,803 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $444,625 | 1,802 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||