Position in APPF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,035,425
+$241,065 QoQ
Shares Held
18,930
+6.9% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
#91
of 386 holders
Holding Since
Mar 2025
6 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, 2026Davidson Kahn Capital Management, LLC holds $3,265,155 across 2 Software - Application names. APPF ranks #1 (93.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APPF |
Appfolio Inc
This page
|
18,930 | $3,035,425 | |
| 2 | SHOP |
Shopify Inc.
|
2,012 | $229,730 |
All Filings in APPF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,035,425 | 18,930 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,794,360 | 17,706 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,133,400 | 9,170 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,530,283 | 9,179 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,124,333 | 9,225 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,903,454 | 8,656 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||