SEC 13F Intelligence

12 West Capital Management LP / APPF

12 West Capital Management LP’s Appfolio Inc Position

Does 12 West Capital Management LP own Appfolio Inc (APPF)? Not currently — the last reported position was 60.0K shares worth $14M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$14M
Q3 2024
Shares
60.0K
% of Portfolio
+1.45%
Quarters Held
11
position exited

Position History APPF

Reported value by quarter
Q1 ’22: $10MQ1 ’22Q2 ’22: $8MQ3 ’22: $32MQ3 ’22Q4 ’22: $32MQ1 ’23: $37MQ1 ’23Q2 ’23: $52MQ3 ’23: $55MQ3 ’23Q4 ’23: $22MQ1 ’24: $31MQ1 ’24Q2 ’24: $20MQ3 ’24: $14MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202460.0K$14M+1.45%
Q2 202480.0K$20M+2.01%
Q1 2024125.0K$31M+2.78%
Q4 2023125.0K$22M+1.93%
Q3 2023300.0K$55M+4.96%
Q2 2023300.0K$52M+4.43%
Q1 2023300.0K$37M+3.21%
Q4 2022300.0K$32M+3.20%
Q3 2022309.0K$32M+2.85%
Q2 202290.0K$8M+0.70%
Q1 202285.0K$10M+0.59%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 12 West Capital Management LP’s full portfolio or all institutional holders of APPF.