Position in APPN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$811,614
-$334,683 QoQ
Shares Held
33,663
+4.0% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in APPN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026ZACKS INVESTMENT MANAGEMENT holds $539,605,624 across 22 Software - Infrastructure names. APPN ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,103,632 | $408,531,456 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
243,889 | $35,676,082 | |
| 3 | ORCL |
Oracle Corp
|
162,672 | $23,930,677 | |
| 4 | PANW |
Palo Alto Networks Inc
|
123,580 | $19,812,345 | |
| 5 | TWLO |
Twilio Inc
|
96,943 | $12,197,367 | |
| 6 | TOST |
Toast, Inc.
|
299,335 | $7,935,370 | |
| 7 | OKTA |
Okta, Inc.
|
84,411 | $6,643,988 | |
| 8 | FTNT |
Fortinet, Inc.
|
62,958 | $5,144,927 |
All Filings in APPN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $811,614 | 33,663 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,146,297 | 32,363 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $357,669 | 11,700 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $349,362 | 11,700 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $337,077 | 11,700 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||