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 Q2	$48.9M	Buy	304,875 +100,375	+49%	+$16M	11.09%	3
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 $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

NCM

Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return

Long Walk Management's APPF Position: Q2 2026 in Review

Long Walk Management increased its AppFolio (APPF) stake by 49% in Q2 2026, buying an estimated $16M and bringing the position to 304,875 shares worth $48.9M. The position accounts for 11.09% of the portfolio, ranked #3.

Long Walk Management first reported a position in APPF in Q2 2021 and has held it in 21 quarters since. The position peaked at $88.8M in Q4 2025. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

Long Walk Management held 304,875 shares of AppFolio worth $48.9M as of Q2 2026.
Long Walk Management bought 100,375 AppFolio shares in Q2 2026, an estimated $16M.
AppFolio made up 11.09% of Long Walk Management's portfolio in Q2 2026, its #3 holding.
Long Walk Management first reported a position in AppFolio in Q2 2021 and has held it in 21 quarters since.
Long Walk Management's AppFolio position peaked at $88.8M in Q4 2025.
394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Long Walk Management's 13F filing for Q2 2026, filed 14 Aug 2026.