Position in APPN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$978,538
+$513,602 QoQ
Shares Held
42,731
+121.6% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#70
of 213 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APPN Over Time
Shares Held
Position Value (USD)
Derivatives in APPN
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$2,517,994
PutShares
87,400
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, 2026WELLS FARGO & COMPANY/MN holds $19,012,466,476 across 128 Software - Infrastructure names. APPN ranks #74 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
33,423,086 | $12,467,479,537 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,968,975 | $2,035,539,852 | |
| 3 | ORCL |
Oracle Corp
|
7,764,519 | $1,137,890,256 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
5,656,584 | $1,079,191,376 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,923,902 | $574,471,643 | |
| 6 | NET |
Cloudflare, Inc.
|
714,505 | $175,253,784 | |
| 7 | CRWV |
CoreWeave, Inc.
|
1,484,068 | $147,724,127 | |
| 8 | SNPS |
Synopsys Inc
|
319,137 | $142,357,439 |
All Filings in APPN
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $978,538 | 42,731 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $464,936 | 19,284 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,743,973 | 49,237 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $979,033 | 32,026 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,084,674 | 69,815 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,517,994 | 87,400 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $1,577,289 | 54,748 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $951,933 | 28,864 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $752,615 | 22,045 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $743,817 | 24,103 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $977,495 | 24,468 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $813,190 | 21,593 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $896,735 | 19,661 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,349,078 | 28,342 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $804,430 | 18,126 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $312,932 | 9,611 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $467,992 | 11,462 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $516,647 | 10,909 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,262,867 | 37,206 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,511,166 | 53,844 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,584,516 | 49,557 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,149,028 | 30,120 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,274,257 | 39,671 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $14,206,376 | 87,645 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $6,085,979 | 93,992 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $4,762,199 | 92,921 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,042,070 | 75,617 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||