Position in APPN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,297,600
+$143,440 QoQ
Shares Held
53,820
+65.2% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in APPN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026CWM, LLC holds $756,017,630 across 101 Software - Infrastructure names. APPN ranks #31 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,186,360 | $439,154,881 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
483,215 | $70,684,690 | |
| 3 | ORCL |
Oracle Corp
|
242,179 | $35,626,952 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
279,684 | $27,297,857 | |
| 5 | CRWV |
CoreWeave, Inc.
|
307,644 | $23,833,180 | |
| 6 | PANW |
Palo Alto Networks Inc
|
127,517 | $20,443,525 | |
| 7 | FTNT |
Fortinet, Inc.
|
197,125 | $16,109,055 | |
| 8 | VRSN |
Verisign Inc/Ca
|
57,080 | $14,176,388 |
All Filings in APPN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,297,600 | 53,820 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,154,160 | 32,585 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $957,513 | 31,322 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $217,231 | 7,275 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $224,372 | 7,788 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $32,683 | 991 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $51,619 | 1,512 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $46,259 | 1,499 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $54,332 | 1,360 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $49,522 | 1,315 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $60,159 | 1,319 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $62,784 | 1,319 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $62,442 | 1,407 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $48,840 | 1,500 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $54,303 | 1,330 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $86,668 | 1,830 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $136,966 | 2,252 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $146,722 | 2,250 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $335,834 | 2,438 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $324,132 | 2,438 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $395,175 | 2,438 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $157,860 | 2,438 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $124,947 | 2,438 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $98,080 | 2,438 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||