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 | $2.45M | Buy |
15,300
+7,200
| +89% | +$1.15M | ﹤0.01% | 6023 |
|
|
2026
Q1 | $1.28M | Buy |
8,100
+600
| +8% | +$114K | ﹤0.01% | 7268 |
|
|
2025
Q4 | $1.74M | Sell |
7,500
-4,900
| -40% | -$1.16M | ﹤0.01% | 5928 |
|
|
2025
Q3 | $3.42M | Buy |
12,400
+4,400
| +55% | +$1.19M | ﹤0.01% | 4730 |
|
|
2025
Q2 | $1.84M | Sell |
8,000
-3,900
| -33% | -$850K | ﹤0.01% | 5967 |
|
|
2025
Q1 | $2.62M | Buy |
11,900
+2,800
| +31% | +$642K | ﹤0.01% | 4944 |
|
|
2024
Q4 | $2.25M | Sell |
9,100
-12,800
| -58% | -$3M | ﹤0.01% | 5040 |
|
|
2024
Q3 | $5.16M | Buy |
21,900
+11,400
| +109% | +$2.67M | ﹤0.01% | 3542 |
|
|
2024
Q2 | $2.57M | Sell |
10,500
-25,600
| -71% | -$5.96M | ﹤0.01% | 4598 |
|
|
2024
Q1 | $8.91M | Sell |
36,100
-2,900
| -7% | -$625K | ﹤0.01% | 2766 |
|
|
2023
Q4 | $6.76M | Buy |
39,000
+23,600
| +153% | +$4.42M | ﹤0.01% | 3221 |
|
|
2023
Q3 | $2.81M | Buy |
15,400
+12,800
| +492% | +$2.32M | ﹤0.01% | 4499 |
|
|
2023
Q2 | $448K | Buy |
2,600
+100
| +4% | +$14.6K | ﹤0.01% | 8570 |
|
|
2023
Q1 | $311K | Sell |
2,500
-2,100
| -46% | -$253K | ﹤0.01% | 9644 |
|
|
2022
Q4 | $485K | Sell |
4,600
-14,800
| -76% | -$1.65M | ﹤0.01% | 7943 |
|
|
2022
Q3 | $2.03M | Sell |
19,400
-2,400
| -11% | -$245K | ﹤0.01% | 4902 |
|
|
2022
Q2 | $1.98M | Buy |
21,800
+19,700
| +938% | +$1.99M | ﹤0.01% | 4941 |
|
|
2022
Q1 | $238K | Sell |
2,100
-3,200
| -60% | -$369K | ﹤0.01% | 10818 |
|
|
2021
Q4 | $642K | Sell |
5,300
-7,200
| -58% | -$912K | ﹤0.01% | 8482 |
|
|
2021
Q3 | $1.5M | Buy |
12,500
+4,100
| +49% | +$533K | ﹤0.01% | 6469 |
|
|
2021
Q2 | $1.19M | Sell |
8,400
-3,000
| -26% | -$417K | ﹤0.01% | 7281 |
|
|
2021
Q1 | $1.61M | Buy |
11,400
+6,300
| +124% | +$978K | ﹤0.01% | 6451 |
|
|
2020
Q4 | $918K | Sell |
5,100
-1,000
| -16% | -$160K | ﹤0.01% | 6911 |
|
|
2020
Q3 | $865K | Sell |
6,100
-20,700
| -77% | -$3.19M | ﹤0.01% | 6472 |
|
|
2020
Q2 | $4.36M | Buy |
26,800
+21,400
| +396% | +$2.8M | ﹤0.01% | 3194 |
|
|
2020
Q1 | $599K | Sell |
5,400
-3,800
| -41% | -$453K | ﹤0.01% | 6531 |
|
|
2019
Q4 | $1.01M | Sell |
9,200
-11,900
| -56% | -$1.21M | ﹤0.01% | 5499 |
|
|
2019
Q3 | $2.01M | Sell |
21,100
-10,500
| -33% | -$1.04M | ﹤0.01% | 4183 |
|
|
2019
Q2 | $3.23M | Buy |
31,600
+19,800
| +168% | +$1.87M | ﹤0.01% | 3333 |
|
|
2019
Q1 | $937K | Buy |
+11,800
| New | +$789K | ﹤0.01% | 5170 |
|
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.