Nellore Capital Management LLC / APPF
Nellore Capital Management LLC’s Appfolio Inc Position
Does Nellore Capital Management LLC own Appfolio Inc (APPF)? Yes — 636.3K shares worth $100M (+12.83% of its 13F portfolio) as of Q1 2026, up from 529.7K shares the prior filed quarter.
Position Value
$100M
Q1 2026
Shares
636.3K
% of Portfolio
+12.83%
Quarters Held
17
currently held
Position History APPF
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 636.3K | $100M | +12.83% |
| Q4 2025 | 529.7K | $123M | +13.80% |
| Q3 2025 | 475.0K | $131M | +14.28% |
| Q2 2025 | 506.9K | $117M | +13.09% |
| Q1 2025 | 402.7K | $89M | +12.05% |
| Q4 2024 | 371.9K | $92M | +11.99% |
| Q3 2024 | 313.6K | $74M | +10.06% |
| Q2 2024 | 279.4K | $68M | +10.31% |
| Q1 2024 | 278.6K | $69M | +10.62% |
| Q4 2023 | 278.6K | $48M | +8.88% |
| Q3 2023 | 311.4K | $57M | +10.70% |
| Q2 2023 | 311.4K | $54M | +10.03% |
| Q1 2023 | 177.3K | $22M | +4.79% |
| Q4 2022 | 175.3K | $18M | +4.54% |
| Q3 2022 | 175.3K | $18M | +4.65% |
| Q2 2022 | 175.3K | $16M | +4.24% |
| Q1 2022 | 141.9K | $16M | +3.64% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Nellore Capital Management LLC’s full portfolio or all institutional holders of APPF.