|
Q3 2026
|
8 |
361,579
|
VSTS, GWRE, APP, AYI
|
13F-HR
|
11/13/2026 |
000142050626002655 |
|
Q2 2026
|
8 |
432,596
|
APP, VSTS, AYI, GWRE
|
13F-HR
|
8/14/2026 |
000142050626001719 |
|
Q1 2026
|
9 |
395,073
|
APP, GWRE, AYI, APPF
|
13F-HR
|
5/14/2026 |
000142050626000995 |
|
Q4 2025
|
12 |
514,433
|
APP, AYI, SGI, APPF
|
13F-HR
|
2/17/2026 |
000194104026000189 |
|
Q3 2025
|
11 |
546,899
|
APP, AYI, PCOR, APPF
|
13F-HR
|
2/25/2026 |
000142050626000618 |
|
Q2 2025
|
11 |
426,763
|
APP, AYI, CHTR, PAR
|
13F-HR
|
8/14/2025 |
000194104025000485 |
|
Q1 2025
|
10 |
376,665
|
APP, CHTR, AYI, PAR
|
13F-HR
|
5/14/2025 |
000194104025000300 |
|
Q4 2024
|
9 |
426,208
|
APP, PAR, AYI, GWRE
|
13F-HR
|
2/14/2025 |
000194104025000165 |
|
Q3 2024
|
9 |
286,581
|
APP, GWRE, AYI, PAR
|
13F-HR
|
11/14/2024 |
000194104024000517 |
|
Q2 2024
|
9 |
239,377
|
APP, APPF, PAR, AYI
|
13F-HR
|
8/13/2024 |
000194104024000371 |
|
Q1 2024
|
9 |
222,816
|
APP, AYI, APPF, PCOR
|
13F-HR
|
5/9/2024 |
000093583624000381 |
|
Q4 2023
|
9 |
178,990
|
APP, AYI, MLNK, APPF
|
13F-HR
|
2/14/2024 |
000093583624000166 |
|
Q3 2023
|
9 |
151,111
|
APP, APPF, PAR, AYI
|
13F-HR
|
11/14/2023 |
000093583623000694 |
|
Q2 2023
|
10 |
146,230
|
APP, APPF, MLNK, AYI
|
13F-HR
|
8/14/2023 |
000093583623000572 |
|
Q1 2023
|
11 |
132,239
|
AYI, PAR, MLNK, APP
|
13F-HR
|
5/15/2023 |
000093583623000399 |
|
Q4 2022
|
10 |
106,931
|
AYI, MLNK, APPF, PAR
|
13F-HR
|
2/13/2023 |
000093583623000153 |
|
Q3 2022
|
10 |
99,510
|
MLNK, AYI, APPF, APP
|
13F-HR
|
11/14/2022 |
000156761922019761 |
|
Q2 2022
|
10 |
93,845
|
APP, AYI, MERIDIANLINK COMMON STOCK, BL
|
13F-HR
|
8/15/2022 |
000156761922016059 |
|
Q1 2022
|
10 |
116,455
|
APP, AYI, MERIDIANLINK COMMON STOCK, FRONTIER COMMUNICATIONS PARENT
|
13F-HR
|
5/13/2022 |
000156761922010545 |
|
Q4 2021
|
11 |
137,969
|
AYI, APP, FRONTIER COMMUNICATIONS PARENT, MERIDIANLINK COMMON STOCK
|
13F-HR
|
2/14/2022 |
000156761922003868 |
|
Q3 2021
|
12 |
133,028
|
AYI, APP, GWRE, CHTR
|
13F-HR
|
11/10/2021 |
000156761921019729 |
|
Q2 2021
|
10 |
132,733
|
AYI, CHTR, PAR, GDDY
|
13F-HR
|
8/6/2021 |
000156761921014609 |
|
Q1 2021
|
10 |
118,640
|
AYI, PAR, CHTR, GDDY
|
13F-HR
|
5/13/2021 |
000156761921009864 |
|
Q4 2020
|
10 |
116,530
|
AYI, PAR, CHTR, GDDY
|
13F-HR
|
2/12/2021 |
000156761921003151 |