Jeff Yass’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-2,233
| Closed | -$357K | – | 13337 |
|
|
2026
Q1 | $352K | Sell |
2,233
-1,937
| -46% | -$367K | ﹤0.01% | 10512 |
|
|
2025
Q4 | $970K | Buy |
+4,170
| New | +$991K | ﹤0.01% | 7263 |
|
|
2025
Q3 | – | Sell |
-6,753
| Closed | -$1.82M | – | 12314 |
|
|
2025
Q2 | $1.56M | Buy |
+6,753
| New | +$1.47M | ﹤0.01% | 6343 |
|
|
2024
Q4 | – | Sell |
-5,945
| Closed | -$1.39M | – | 12125 |
|
|
2024
Q3 | $1.4M | Sell |
5,945
-18,324
| -76% | -$4.29M | ﹤0.01% | 6060 |
|
|
2024
Q2 | $5.94M | Buy |
24,269
+20,800
| +600% | +$4.85M | ﹤0.01% | 3176 |
|
|
2024
Q1 | $856K | Sell |
3,469
-5,942
| -63% | -$1.28M | ﹤0.01% | 7256 |
|
|
2023
Q4 | $1.63M | Buy |
+9,411
| New | +$1.76M | ﹤0.01% | 5802 |
|
|
2023
Q3 | – | Sell |
-14,380
| Closed | -$2.61M | – | 11962 |
|
|
2023
Q2 | $2.48M | Sell |
14,380
-3,242
| -18% | -$472K | ﹤0.01% | 4707 |
|
|
2023
Q1 | $2.19M | Buy |
+17,622
| New | +$2.13M | ﹤0.01% | 4941 |
|
|
2022
Q4 | – | Sell |
-5,712
| Closed | -$635K | – | 12329 |
|
|
2022
Q3 | $598K | Buy |
5,712
+358
| +7% | +$36.5K | ﹤0.01% | 7998 |
|
|
2022
Q2 | $485K | Buy |
5,354
+1,225
| +30% | +$124K | ﹤0.01% | 8340 |
|
|
2022
Q1 | $467K | Buy |
4,129
+1,802
| +77% | +$208K | ﹤0.01% | 9168 |
|
|
2021
Q4 | $282K | Buy |
+2,327
| New | +$295K | ﹤0.01% | 10631 |
|
|
2021
Q1 | – | Sell |
-3,675
| Closed | -$571K | – | 12197 |
|
|
2020
Q4 | $662K | Buy |
3,675
+845
| +30% | +$135K | ﹤0.01% | 7664 |
|
|
2020
Q3 | $401K | Buy |
+2,830
| New | +$436K | ﹤0.01% | 8124 |
|
|
2020
Q2 | – | Sell |
-4,767
| Closed | -$624K | – | 10071 |
|
|
2020
Q1 | $529K | Buy |
+4,767
| New | +$569K | ﹤0.01% | 6821 |
|
|
2019
Q4 | – | Sell |
-7,201
| Closed | -$734K | – | 9655 |
|
|
2019
Q3 | $685K | Buy |
7,201
+1,721
| +31% | +$171K | ﹤0.01% | 6578 |
|
|
2019
Q2 | $560K | Buy |
+5,480
| New | +$518K | ﹤0.01% | 7049 |
|
|
2019
Q1 | – | Sell |
-3,834
| Closed | -$256K | – | 8757 |
|
|
2018
Q4 | $227K | Buy |
+3,834
| New | +$233K | ﹤0.01% | 7503 |
|
|
2017
Q1 | – | Sell |
-11,127
| Closed | -$265K | – | 8882 |
|
|
2016
Q4 | $265K | Buy |
+11,127
| New | +$231K | ﹤0.01% | 8193 |
|
|
2016
Q2 | – | Sell |
-10,605
| Closed | -$130K | – | 8498 |
|
|
2016
Q1 | $130K | Sell |
10,605
-560
| -5% | -$7.13K | ﹤0.01% | 8304 |
|
|
2015
Q4 | $163K | Buy |
11,165
+567
| +5% | +$9.51K | ﹤0.01% | 8583 |
|
|
2015
Q3 | $179K | Buy |
+10,598
| New | +$172K | ﹤0.01% | 8789 |
|
Other funds holding APPF
ACM
LCOV
NCM
Jeff Yass's APPF Position: Q2 2026 in Review
Jeff Yass sold out of AppFolio (APPF) in Q2 2026, closing a stake of 2,233 shares — an estimated $357K sold.
Jeff Yass first reported a position in APPF in Q3 2015 and held it in 23 quarters. The position peaked at $5.94M in Q2 2024. 390 funds tracked by Wall St. Rank hold APPF as of Q2 2026.
- Jeff Yass reported no remaining AppFolio position as of Q2 2026 after selling out during the quarter.
- Jeff Yass sold 2,233 AppFolio shares in Q2 2026, an estimated $357K.
- Jeff Yass first reported a position in AppFolio in Q3 2015 and held it in 23 quarters.
- Jeff Yass's AppFolio position peaked at $5.94M in Q2 2024.
- 390 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.
Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.