Book
Universe
Index
Census
Generalist
· Richmond, VA
London CO Of Virginia
Software
$483M
Weight of 13F
3.0%
Names
4
Vs prior quarter
+$136M
Filed 14 August 2026.
169 positions in the whole 13F.
Software held
Microsoft
MSFT
619,232 shares · 47.8% of their software
$231M
−$5.5M
AppFolio
APPF
703,151 shares · 23.3% of their software
$113M
New
ACI Worldwide
ACIW
1,594,274 shares · 16.6% of their software
$80.2M
+$11.3M
Qualys
QLYS
428,317 shares · 12.2% of their software
$58.9M
+$18.0M