Position in APPF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,255,643
-$239,017 QoQ
Shares Held
14,067
-11.0% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#108
of 386 holders
Holding Since
Sep 2020
24 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, 2026MISSION WEALTH MANAGEMENT, LP holds $37,641,380 across 27 Software - Application names. APPF ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
37,028 | $8,292,420 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
12,056 | $4,524,857 | |
| 3 | CRM |
Salesforce, Inc.
|
17,471 | $2,737,006 | |
| 4 | SHOP |
Shopify Inc.
|
23,152 | $2,643,495 | |
| 5 | NOW |
ServiceNow, Inc.
|
26,193 | $2,600,441 | |
| 6 | INTU |
Intuit Inc.
|
8,949 | $2,335,689 | |
| 7 | APPF |
Appfolio Inc
This page
|
14,067 | $2,255,643 | |
| 8 | ADBE |
Adobe Inc.
|
7,340 | $1,504,846 |
All Filings in APPF
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,255,643 | 14,067 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,494,660 | 15,807 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,098,243 | 39,107 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $13,562,747 | 49,201 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,708,374 | 42,159 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $11,751,236 | 53,439 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $15,010,198 | 60,839 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $14,521,590 | 61,689 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $24,705,727 | 101,017 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $10,576,510 | 42,865 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,542,408 | 37,765 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $8,540,691 | 46,765 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $8,050,127 | 46,765 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,839,886 | 22,814 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $2,435,753 | 23,114 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,517,125 | 33,586 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,258,567 | 24,918 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,820,966 | 24,918 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $3,018,994 | 24,938 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,046,481 | 25,303 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,208,791 | 15,643 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,196,945 | 15,536 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,797,101 | 15,536 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,679,881 | 11,846 | Shares | Sole | 2020-10-16 | |
| No filing history on record for this holder in this stock. | ||||||