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 | $1.72M | Sell |
10,700
-10,000
| -48% | -$1.6M | ﹤0.01% | 6835 |
|
|
2026
Q1 | $3.27M | Sell |
20,700
-12,800
| -38% | -$2.43M | ﹤0.01% | 5099 |
|
|
2025
Q4 | $7.79M | Buy |
33,500
+200
| +0.6% | +$47.5K | ﹤0.01% | 3378 |
|
|
2025
Q3 | $9.18M | Sell |
33,300
-9,800
| -23% | -$2.65M | ﹤0.01% | 3146 |
|
|
2025
Q2 | $9.93M | Buy |
43,100
+10,600
| +33% | +$2.31M | ﹤0.01% | 2844 |
|
|
2025
Q1 | $7.15M | Buy |
32,500
+600
| +2% | +$138K | ﹤0.01% | 3003 |
|
|
2024
Q4 | $7.87M | Sell |
31,900
-4,700
| -13% | -$1.1M | ﹤0.01% | 2951 |
|
|
2024
Q3 | $8.62M | Sell |
36,600
-1,900
| -5% | -$445K | ﹤0.01% | 2813 |
|
|
2024
Q2 | $9.42M | Sell |
38,500
-33,700
| -47% | -$7.85M | ﹤0.01% | 2563 |
|
|
2024
Q1 | $17.8M | Buy |
72,200
+35,200
| +95% | +$7.59M | ﹤0.01% | 1914 |
|
|
2023
Q4 | $6.41M | Buy |
37,000
+2,800
| +8% | +$525K | ﹤0.01% | 3301 |
|
|
2023
Q3 | $6.25M | Buy |
34,200
+1,600
| +5% | +$290K | ﹤0.01% | 3190 |
|
|
2023
Q2 | $5.61M | Buy |
32,600
+13,100
| +67% | +$1.91M | ﹤0.01% | 3339 |
|
|
2023
Q1 | $2.43M | Buy |
19,500
+7,500
| +63% | +$905K | ﹤0.01% | 4748 |
|
|
2022
Q4 | $1.26M | Buy |
12,000
+2,200
| +22% | +$245K | ﹤0.01% | 5675 |
|
|
2022
Q3 | $1.03M | Sell |
9,800
-1,900
| -16% | -$194K | ﹤0.01% | 6575 |
|
|
2022
Q2 | $1.06M | Sell |
11,700
-7,300
| -38% | -$736K | ﹤0.01% | 6384 |
|
|
2022
Q1 | $2.15M | Buy |
19,000
+5,500
| +41% | +$634K | ﹤0.01% | 5317 |
|
|
2021
Q4 | $1.63M | Sell |
13,500
-26,400
| -66% | -$3.35M | ﹤0.01% | 6005 |
|
|
2021
Q3 | $4.8M | Buy |
39,900
+4,400
| +12% | +$572K | ﹤0.01% | 4027 |
|
|
2021
Q2 | $5.01M | Buy |
35,500
+6,300
| +22% | +$875K | ﹤0.01% | 4034 |
|
|
2021
Q1 | $4.13M | Sell |
29,200
-11,600
| -28% | -$1.8M | ﹤0.01% | 4282 |
|
|
2020
Q4 | $7.35M | Sell |
40,800
-18,600
| -31% | -$2.98M | ﹤0.01% | 2882 |
|
|
2020
Q3 | $8.42M | Buy |
59,400
+2,600
| +5% | +$400K | ﹤0.01% | 2392 |
|
|
2020
Q2 | $9.24M | Sell |
56,800
-2,700
| -5% | -$354K | ﹤0.01% | 2225 |
|
|
2020
Q1 | $6.6M | Sell |
59,500
-5,300
| -8% | -$632K | ﹤0.01% | 2218 |
|
|
2019
Q4 | $7.13M | Buy |
64,800
+9,300
| +17% | +$948K | ﹤0.01% | 2495 |
|
|
2019
Q3 | $5.28M | Buy |
55,500
+18,000
| +48% | +$1.79M | ﹤0.01% | 2650 |
|
|
2019
Q2 | $3.83M | Buy |
37,500
+17,900
| +91% | +$1.69M | ﹤0.01% | 3088 |
|
|
2019
Q1 | $1.56M | Buy |
+19,600
| New | +$1.31M | ﹤0.01% | 4178 |
|
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.