Mutual Advisors, LLC

Position in APPF — Appfolio Inc

CIK 1694080 OMAHA, NE

Position in APPF

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$202,361

-$97,292 QoQ

Shares Held

1,262

-2.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#278

of 386 holders

Holding Since

Jun 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Mutual Advisors, LLC holds $16,496,900 across 17 Software - Application names. APPF ranks #15 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	16,930	$3,470,988
2	SHOP	Shopify Inc.	26,763	$3,055,799
3	ADP	Automatic Data Processing Inc	9,038	$2,024,060
4	CRM	Salesforce, Inc.	11,346	$1,777,464
5	CDNS	Cadence Design Systems Inc	3,168	$1,189,013
6	NOW	ServiceNow, Inc.	11,360	$1,127,820
7	UBER	Uber Technologies, Inc	10,257	$740,145
8	INTU	Intuit Inc.	2,330	$608,130

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$202,361	1,262	-2.0%	Shares	Sole	2026-08-14
2025-12-31	$299,653	1,288	+1.6%	Shares	Sole	2026-02-02
2025-09-30	$349,536	1,268	0.0%	Shares	Sole	2025-11-04
2025-06-30	$291,995	1,268	-0.7%	Shares	Sole	2025-07-28
2025-03-31	$280,812	1,277	-11.9%	Shares	Sole	2025-04-28
2024-12-31	$357,497	1,449	+0.1%	Shares	Sole	2025-01-17
2024-09-30	$340,859	1,448	-13.7%	Shares	Sole	2024-10-25
2024-06-30	$410,143	1,677	+17.0%	Shares	Sole	2024-07-30
2024-03-31	$353,578	1,433	-13.5%	Shares	Sole	2024-05-02
2023-12-31	$287,058	1,657	-6.5%	Shares	Sole	2024-01-12
2023-09-30	$323,802	1,773	+0.1%	Shares	Sole	2023-11-13
2023-03-31	$220,454	1,771	-1.3%	Shares	Sole	2023-04-11
2021-06-30	$253,454	1,795	-1.9%	Shares	Sole	2021-08-12
2021-03-31	$258,780	1,830	+2.3%	Shares	Sole	2021-05-13
2020-12-31	$321,911	1,788	0.0%	Shares	Sole	2021-02-11
2020-09-30	$253,556	1,788	0.0%	Shares	Sole	2020-11-13
2020-06-30	$290,925	1,788	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.