Position in APPF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,658
-$5,766 QoQ
Shares Held
54
-12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#325
of 386 holders
Holding Since
Dec 2022
13 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, 2026Global Retirement Partners, LLC holds $40,012,178 across 105 Software - Application names. APPF ranks #71 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
79,680 | $7,910,630 | |
| 2 | UBER |
Uber Technologies, Inc
|
78,687 | $5,678,053 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
8,460 | $3,175,207 | |
| 4 | CRM |
Salesforce, Inc.
|
17,943 | $2,810,950 | |
| 5 | PAYX |
Paychex Inc
|
20,401 | $2,006,030 | |
| 6 | SHOP |
Shopify Inc.
|
17,150 | $1,958,187 | |
| 7 | SNOW |
Snowflake Inc.
|
6,600 | $1,679,700 | |
| 8 | DDOG |
Datadog, Inc.
|
6,336 | $1,649,640 |
All Filings in APPF
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,658 | 54 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $14,424 | 62 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $13,507 | 49 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $11,744 | 51 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $11,842 | 48 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $14,124 | 60 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $21,766 | 89 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $14,804 | 60 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $10,394 | 60 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $8,948 | 49 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $8,434 | 49 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $8,215 | 66 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $6,428 | 61 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||