Position in APPF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$801
-$679 QoQ
Shares Held
5
-16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#364
of 386 holders
Holding Since
Dec 2023
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APPF Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WEST PACES ADVISORS INC. holds $1,095,596 across 23 Software - Application names. APPF ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
2,817 | $630,867 | |
| 2 | CRM |
Salesforce, Inc.
|
800 | $125,328 | |
| 3 | ROP |
Roper Technologies Inc
|
236 | $79,860 | |
| 4 | ADBE |
Adobe Inc.
|
379 | $77,702 | |
| 5 | INTU |
Intuit Inc.
|
233 | $60,813 | |
| 6 | SNOW |
Snowflake Inc.
|
201 | $51,154 | |
| 7 | DOCU |
Docusign, Inc.
|
450 | $19,989 | |
| 8 | ADSK |
Autodesk, Inc.
|
80 | $15,553 |
All Filings in APPF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $801 | 5 | Shares | Sole | 2026-07-20 | |
| 2024-03-31 | $1,480 | 6 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,331 | 25 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||