Position in APPN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,685,927
+$4,815,246 QoQ
Shares Held
335,630
+181.9% QoQ
Ownership
0.469%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#25
of 213 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in APPN Over Time
Shares Held
Position Value (USD)
Derivatives in APPN
reported options exposure · as of Dec 31, 2021CallValue
$1,434,620
CallShares
22,000
PutValue
$2,034,552
PutShares
31,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $5,007,565,772 across 97 Software - Infrastructure names. APPN ranks #41 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,829,283 | $682,359,144 | |
| 2 | NET |
Cloudflare, Inc.
|
2,586,183 | $634,338,966 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
3,544,053 | $413,484,663 | |
| 4 | CRWV |
CoreWeave, Inc.
|
3,431,074 | $341,529,105 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,171,408 | $333,571,696 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
1,886,632 | $296,257,822 | |
| 7 | GDDY |
GoDaddy Inc.
|
3,485,477 | $295,847,287 | |
| 8 | CORZ |
Core Scientific, Inc./tx
|
10,275,907 | $262,960,460 |
All Filings in APPN
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,685,927 | 335,630 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,870,681 | 119,066 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,302,592 | 319,102 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $952,652 | 31,163 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,258,867 | 42,159 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $680,344 | 20,629 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,177,044 | 34,477 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $824,517 | 26,718 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,560,344 | 89,120 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,213,278 | 58,770 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,531,218 | 33,572 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,831,876 | 101,510 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $241,294 | 5,437 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $437,330 | 10,711 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,575,746 | 138,846 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,946,665 | 32,007 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,212,798 | 156,614 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $1,434,620 | 22,000 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $2,034,552 | 31,200 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $11,637,758 | 125,800 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $18,525,867 | 200,258 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $10,148,347 | 109,700 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $3,292,225 | 23,900 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $2,728,138 | 19,805 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $5,082,975 | 36,900 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $9,000,715 | 67,700 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $50,462,103 | 379,557 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $6,594,320 | 49,600 | Call | Sole | 2021-05-17 | |
| 2020-12-31 | $4,570,938 | 28,200 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $2,690,694 | 16,600 | Call | Sole | 2021-02-16 | |
| 2020-09-30 | $2,156,175 | 33,300 | Call | Sole | 2020-11-16 | |
| 2020-09-30 | $3,269,875 | 50,500 | Put | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||