SEC 13F Intelligence

Gobi Capital LLC / APPF

Gobi Capital LLC’s Appfolio Inc Position

Does Gobi Capital LLC own Appfolio Inc (APPF)? Not currently — the last reported position was 148.0K shares worth $18M in Q3 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$18M
Q3 2021
Shares
148.0K
% of Portfolio
+0.94%
Quarters Held
7
position exited

Position History APPF

Reported value by quarter
Q1 ’20: $10MQ1 ’20Q2 ’20: $23MQ2 ’20Q3 ’20: $20MQ3 ’20Q4 ’20: $27MQ4 ’20Q1 ’21: $21MQ1 ’21Q2 ’21: $21MQ2 ’21Q3 ’21: $18MQ3 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2021148.0K$18M+0.94%
Q2 2021148.0K$21M+1.26%
Q1 2021148.0K$21M+1.41%
Q4 2020148.0K$27M+2.16%
Q3 2020143.3K$20M+1.80%
Q2 2020143.3K$23M+1.71%
Q1 202089.6K$10M+1.37%

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