Position in APPF
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$47,623
+$8,011 QoQ
Shares Held
297
+18.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#21
of 35 holders
Holding Since
Jun 2025
5 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, 2026Reyes Financial Architecture, Inc. holds $452,199 across 8 Software - Application names. APPF ranks #5 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADSK |
Autodesk, Inc.
|
652 | $126,761 | |
| 2 | DT |
Dynatrace, Inc.
|
2,739 | $120,269 | |
| 3 | DOCU |
Docusign, Inc.
|
1,749 | $77,690 | |
| 4 | IDCC |
InterDigital, Inc.
|
186 | $52,662 | |
| 5 | APPF |
Appfolio Inc
This page
|
297 | $47,623 | |
| 6 | UBER |
Uber Technologies, Inc
|
174 | $12,555 | |
| 7 | KARO |
Karooooo Ltd.
|
249 | $12,290 | |
| 8 | CRM |
Salesforce, Inc.
|
15 | $2,349 |
All Filings in APPF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,623 | 297 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $39,612 | 251 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $66,305 | 285 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $106,956 | 388 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $96,257 | 418 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||