Position in APPN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,548,697
-$7,460,618 QoQ
Shares Held
603,430
-2.9% QoQ
Ownership
0.822%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 79.91366024228162.ToString("F0")%
Shared 0.ToString("F0")%
None 20.086339757718378.ToString("F0")%
Common Shares in APPN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $1,789,824,410 across 37 Software - Infrastructure names. APPN ranks #15 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,616,923 | $598,536,386 | |
| 2 | FTNT |
Fortinet, Inc.
|
3,052,283 | $249,432,566 | |
| 3 | VRSN |
Verisign Inc/Ca
|
919,657 | $228,406,012 | |
| 4 | DBX |
Dropbox, Inc.
|
4,803,221 | $109,129,181 | |
| 5 | MQ |
Marqeta, Inc.
|
5,641,985 | $92,077,195 | |
| 6 | NTNX |
Nutanix, Inc.
|
2,079,787 | $79,052,703 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
913,960 | $78,399,488 | |
| 8 | SNPS |
Synopsys Inc
|
181,330 | $71,893,718 |
All Filings in APPN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,548,697 | 603,430 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,009,315 | 621,381 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,948,703 | 685,270 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $15,282,616 | 511,809 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,165,911 | 248,730 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||