Position in APPF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$51,630,933
+$4,817,263 QoQ
Shares Held
321,989
+8.6% QoQ
Ownership
0.909%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#18
of 386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 6%
None 6%
Common Shares in APPF Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $7,598,280,577 across 116 Software - Application names. APPF ranks #46 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,820,559 | $598,528,770 | |
| 2 | UBER |
Uber Technologies, Inc
|
7,868,039 | $567,757,692 | |
| 3 | ADP |
Automatic Data Processing Inc
|
2,402,866 | $538,121,838 | |
| 4 | ADBE |
Adobe Inc.
|
1,635,336 | $335,276,584 | |
| 5 | ADSK |
Autodesk, Inc.
|
1,470,330 | $285,861,555 | |
| 6 | PAYX |
Paychex Inc
|
2,706,479 | $266,128,078 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
602,033 | $225,955,023 | |
| 8 | ZM |
Zoom Communications, Inc.
|
2,485,675 | $214,538,608 |
All Filings in APPF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,630,933 | 321,989 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $46,813,670 | 296,627 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $66,776,829 | 287,027 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $76,788,123 | 278,561 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $61,263,689 | 266,040 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $54,743,664 | 248,948 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $46,729,999 | 189,405 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $30,631,659 | 130,126 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $20,580,808 | 84,151 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $17,528,654 | 71,041 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $14,543,843 | 83,952 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $20,920,630 | 114,552 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $19,155,910 | 111,281 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $16,358,911 | 131,418 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $16,762,057 | 159,063 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $20,877,396 | 199,364 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $18,866,896 | 208,152 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $25,065,146 | 221,404 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $26,849,655 | 221,788 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $26,373,379 | 219,048 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $31,381,700 | 222,250 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $32,716,617 | 231,360 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $42,684,243 | 237,082 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $34,550,730 | 243,641 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $44,283,316 | 272,161 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $31,901,897 | 287,534 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||