Position in APPF
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$946,920
-$448,980 QoQ
Shares Held
6,000
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Evanson Asset Management, LLC holds $11,818,010 across 11 Software - Application names. APPF ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALRM |
Alarm.com Holdings, Inc.
|
162,538 | $7,020,016 | |
| 2 | ADBE |
Adobe Inc.
|
4,418 | $1,073,927 | |
| 3 | APPF |
Appfolio Inc
This page
|
6,000 | $946,920 | |
| 4 | INTU |
Intuit Inc.
|
1,493 | $645,543 | |
| 5 | WDAY |
Workday, Inc.
|
3,783 | $491,487 | |
| 6 | NOW |
ServiceNow, Inc.
|
4,337 | $453,433 | |
| 7 | BL |
Blackline, Inc.
|
7,350 | $271,950 | |
| 8 | HUBS |
Hubspot Inc
|
1,067 | $260,454 |
All Filings in APPF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $946,920 | 6,000 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,395,900 | 6,000 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,653,960 | 6,000 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,381,680 | 6,000 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,338,531 | 6,087 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,480,320 | 6,000 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,412,400 | 6,000 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,467,420 | 6,000 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,480,440 | 6,000 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,039,440 | 6,000 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,095,780 | 6,000 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,032,840 | 6,000 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $746,880 | 6,000 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $632,280 | 6,000 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $628,320 | 6,000 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $543,840 | 6,000 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $679,260 | 6,000 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $726,360 | 6,000 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $722,400 | 6,000 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $847,200 | 6,000 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $848,460 | 6,000 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,080,240 | 6,000 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $850,860 | 6,000 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $976,260 | 6,000 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $665,700 | 6,000 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||