Position in APPF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,282,627
-$53,657,513 QoQ
Shares Held
26,708
-92.7% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#81
of 386 holders
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in APPF Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $920,252,625 across 45 Software - Application names. APPF ranks #25 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
683,922 | $140,217,688 | |
| 2 | MANH |
Manhattan Associates Inc
|
792,256 | $110,321,648 | |
| 3 | DOCU |
Docusign, Inc.
|
2,043,909 | $90,790,437 | |
| 4 | TEAM |
Atlassian Corp
|
1,099,747 | $85,549,319 | |
| 5 | CVLT |
Commvault Systems Inc
|
581,002 | $82,345,413 | |
| 6 | INTU |
Intuit Inc.
|
307,471 | $80,249,931 | |
| 7 | YOU |
Clear Secure, Inc.
|
1,038,992 | $57,903,024 | |
| 8 | PEGA |
Pegasystems Inc
|
1,117,570 | $33,493,572 |
All Filings in APPF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,282,627 | 26,708 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $57,940,140 | 367,128 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $43,364,331 | 186,393 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $30,771,925 | 111,630 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $30,289,188 | 131,532 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $38,036,542 | 172,972 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $976,024 | 3,956 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,003,981 | 4,265 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,076,352 | 4,401 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,642,943 | 22,870 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,805,724 | 91,236 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $621,296 | 5,488 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||