Long Walk Management’s AppFolio APPF Stock Holding History

Long Walk Management’s Portfolio APPF Stock Details APPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32.3M	Sell	204,500 -177,250	-46%	-$33.6M	9.39%	6
2025 Q4	$88.8M	Buy	381,750 +93,250	+32%	+$22.2M	19.76%	1
2025 Q3	$79.5M	Buy	288,500 +12,175	+4%	+$3.29M	16.07%	2
2025 Q2	$63.6M	Buy	276,325 +121,525	+79%	+$26.5M	16.11%	4
2025 Q1	$34M	Buy	154,800 +89,300	+136%	+$20.5M	11.03%	3
2024 Q4	$16.2M	Buy	65,500 +14,750	+29%	+$3.45M	5.79%	10
2024 Q3	$11.9M	Sell	50,750 -38,750	-43%	-$9.07M	4.94%	10
2024 Q2	$21.9M	Sell	89,500 -53,500	-37%	-$12.5M	10.33%	7
2024 Q1	$35.3M	Buy	143,000 +21,000	+17%	+$4.53M	17.6%	1
2023 Q4	$21.1M	Buy	122,000 +47,000	+63%	+$8.81M	13.69%	4
2023 Q3	$13.7M	Sell	75,000 -34,500	-32%	-$6.26M	10.12%	7
2023 Q2	$18.8M	Sell	109,500 -47,000	-30%	-$6.84M	13.94%	4
2023 Q1	$19.5M	Sell	156,500 -35,500	-18%	-$4.28M	17.38%	2
2022 Q4	$20.2M	Sell	192,000 -64,000	-25%	-$7.12M	21.8%	2
2022 Q3	$26.8M	Sell	256,000 -111,576	-30%	-$11.4M	25.76%	2
2022 Q2	$33.3M	Buy	367,576 +22,650	+7%	+$2.28M	32.13%	1
2022 Q1	$39M	Sell	344,926 -13,811	-4%	-$1.59M	30.63%	1
2021 Q4	$43.4M	Buy	358,737 +97,210	+37%	+$12.3M	29.65%	1
2021 Q3	$31.5M	Buy	261,527 +128,987	+97%	+$16.8M	23.81%	2
2021 Q2	$18.7M	Buy	+132,540	New	+$18.4M	12.86%	5

Other funds holding APPF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return