Position in APPN
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$822,682
+$331,972 QoQ
Shares Held
35,925
+76.5% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#78
of 213 holders
Holding Since
Dec 2020
7 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in APPN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $1,249,107,446 across 82 Software - Infrastructure names. APPN ranks #45 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,166,180 | $808,028,463 | |
| 2 | ORCL |
Oracle Corp
|
580,555 | $85,080,335 | |
| 3 | PANW |
Palo Alto Networks Inc
|
225,680 | $76,961,393 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
385,533 | $44,980,135 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
152,248 | $29,046,634 | |
| 6 | FTNT |
Fortinet, Inc.
|
155,864 | $23,943,827 | |
| 7 | VRSN |
Verisign Inc/Ca
|
71,469 | $17,978,741 | |
| 8 | SNPS |
Synopsys Inc
|
31,444 | $14,026,225 |
All Filings in APPN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $822,682 | 35,925 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $490,710 | 20,353 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $538,065 | 15,191 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $366,626 | 11,993 | Shares | Sole | 2025-11-14 | |
| 2021-06-30 | $255,250 | 1,853 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $212,188 | 1,596 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $308,781 | 1,905 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||