Position in APPF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$857,712
-$33,813 QoQ
Shares Held
5,349
-5.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#166
of 386 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in APPF Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Verdence Capital Advisors LLC holds $16,547,826 across 16 Software - Application names. APPF ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
51,514 | $5,065,371 | |
| 2 | SHOP |
Shopify Inc.
|
18,751 | $2,140,989 | |
| 3 | ADP |
Automatic Data Processing Inc
|
7,628 | $1,708,290 | |
| 4 | CRM |
Salesforce, Inc.
|
6,662 | $1,043,668 | |
| 5 | APPF |
Appfolio Inc
This page
|
5,349 | $857,712 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
2,245 | $842,593 | |
| 7 | PTC |
Ptc Inc.
|
5,426 | $616,447 | |
| 8 | UBER |
Uber Technologies, Inc
|
8,237 | $594,381 |
All Filings in APPF
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $857,712 | 5,349 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $891,525 | 5,649 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,030,872 | 4,431 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,211,525 | 4,395 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $966,024 | 4,195 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $636,170 | 2,893 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $711,293 | 2,883 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $504,226 | 2,142 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $445,606 | 1,822 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $577,618 | 2,341 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $366,229 | 2,114 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $376,035 | 2,059 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $330,508 | 1,920 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $266,760 | 2,143 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||