Long Walk Management LP / APPF
Long Walk Management LP’s Appfolio Inc Position
Does Long Walk Management LP own Appfolio Inc (APPF)? Yes — 204.5K shares worth $32M (+9.39% of its 13F portfolio) as of Q1 2026, down from 381.8K shares the prior filed quarter.
Position Value
$32M
Q1 2026
Shares
204.5K
% of Portfolio
+9.39%
Quarters Held
20
currently held
Position History APPF
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 204.5K | $32M | +9.39% |
| Q4 2025 | 381.8K | $89M | +19.76% |
| Q3 2025 | 288.5K | $80M | +16.07% |
| Q2 2025 | 276.3K | $64M | +16.11% |
| Q1 2025 | 154.8K | $34M | +11.03% |
| Q4 2024 | 65.5K | $16M | +5.79% |
| Q3 2024 | 50.8K | $12M | +4.94% |
| Q2 2024 | 89.5K | $22M | +10.33% |
| Q1 2024 | 143.0K | $35M | +17.60% |
| Q4 2023 | 122.0K | $21M | +13.69% |
| Q3 2023 | 75.0K | $14M | +10.12% |
| Q2 2023 | 109.5K | $19M | +13.94% |
| Q1 2023 | 156.5K | $19M | +17.38% |
| Q4 2022 | 192.0K | $20M | +21.80% |
| Q3 2022 | 256.0K | $27M | +25.76% |
| Q2 2022 | 367.6K | $33M | +32.13% |
| Q1 2022 | 344.9K | $39M | +30.63% |
| Q4 2021 | 358.7K | $43M | +29.65% |
| Q3 2021 | 261.5K | $31M | +23.81% |
| Q2 2021 | 132.5K | $19M | +12.86% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Long Walk Management LP’s full portfolio or all institutional holders of APPF.