Position in APPF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$212,624
New position
Shares Held
1,326
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#271
of 386 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026BIRCH FINANCIAL GROUP, LLC holds $2,492,902 across 7 Software - Application names. APPF ranks #7 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOUN |
Soundhound Ai, Inc.
|
84,097 | $544,107 | |
| 2 | DDOG |
Datadog, Inc.
|
1,791 | $466,304 | |
| 3 | SNOW |
Snowflake Inc.
|
1,735 | $441,557 | |
| 4 | SHOP |
Shopify Inc.
|
3,056 | $348,934 | |
| 5 | ADP |
Automatic Data Processing Inc
|
1,096 | $245,449 | |
| 6 | ADBE |
Adobe Inc.
|
1,141 | $233,927 | |
| 7 | APPF |
Appfolio Inc
This page
|
1,326 | $212,624 |
All Filings in APPF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,624 | 1,326 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||