Long Walk Management’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.6M | Buy |
276,325
+121,525
| +79% | +$28M | 16.11% | 4 |
|
|
2025
Q1 | $34M | Buy |
154,800
+89,300
| +136% | +$19.6M | 11.03% | 3 |
|
|
2024
Q4 | $16.2M | Buy |
65,500
+14,750
| +29% | +$3.64M | 5.79% | 10 |
|
|
2024
Q3 | $11.9M | Sell |
50,750
-38,750
| -43% | -$9.12M | 4.94% | 10 |
|
|
2024
Q2 | $21.9M | Sell |
89,500
-53,500
| -37% | -$13.1M | 10.33% | 7 |
|
|
2024
Q1 | $35.3M | Buy |
143,000
+21,000
| +17% | +$5.18M | 17.6% | 1 |
|
|
2023
Q4 | $21.1M | Buy |
122,000
+47,000
| +63% | +$8.14M | 13.69% | 4 |
|
|
2023
Q3 | $13.7M | Sell |
75,000
-34,500
| -32% | -$6.3M | 10.12% | 7 |
|
|
2023
Q2 | $18.8M | Sell |
109,500
-47,000
| -30% | -$8.09M | 13.94% | 4 |
|
|
2023
Q1 | $19.5M | Sell |
156,500
-35,500
| -18% | -$4.42M | 17.38% | 2 |
|
|
2022
Q4 | $20.2M | Sell |
192,000
-64,000
| -25% | -$6.74M | 21.8% | 2 |
|
|
2022
Q3 | $26.8M | Sell |
256,000
-111,576
| -30% | -$11.7M | 25.76% | 2 |
|
|
2022
Q2 | $33.3M | Buy |
367,576
+22,650
| +7% | +$2.05M | 32.13% | 1 |
|
|
2022
Q1 | $39M | Sell |
344,926
-13,811
| -4% | -$1.56M | 30.63% | 1 |
|
|
2021
Q4 | $43.4M | Buy |
358,737
+97,210
| +37% | +$11.8M | 29.65% | 1 |
|
|
2021
Q3 | $31.5M | Buy |
261,527
+128,987
| +97% | +$15.5M | 23.81% | 2 |
|
|
2021
Q2 | $18.7M | Buy |
+132,540
| New | +$18.7M | 12.86% | 5 |
|