Position in APPN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$490,710
-$47,355 QoQ
Shares Held
20,353
+34.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
6 quarters on record
Voting authority
Sole 21.64791431238638.ToString("F0")%
Shared 0.ToString("F0")%
None 78.35208568761361.ToString("F0")%
Common Shares in APPN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $1,021,776,881 across 83 Software - Infrastructure names. APPN ranks #46 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,018,956 | $747,356,942 | |
| 2 | ORCL |
Oracle Corp
|
523,694 | $77,040,624 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
369,963 | $54,118,187 | |
| 4 | PANW |
Palo Alto Networks Inc
|
169,656 | $27,199,249 | |
| 5 | FTNT |
Fortinet, Inc.
|
133,977 | $10,948,600 | |
| 6 | VRSN |
Verisign Inc/Ca
|
43,425 | $10,785,033 | |
| 7 | NET |
Cloudflare, Inc.
|
31,892 | $6,580,595 | |
| 8 | RELY |
Remitly Global, Inc.
|
327,681 | $5,134,761 |
All Filings in APPN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||