SEC 13F Intelligence

Davidson Kahn Capital Management, LLC / APPF

Davidson Kahn Capital Management, LLC’s Appfolio Inc Position

Does Davidson Kahn Capital Management, LLC own Appfolio Inc (APPF)? Yes — 17.7K shares worth $3M (+1.49% of its 13F portfolio) as of Q1 2026, up from 9.2K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
17.7K
% of Portfolio
+1.49%
Quarters Held
5
currently held

Position History APPF

Reported value by quarter
Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202617.7K$3M+1.49%
Q4 20259.2K$2M+1.11%
Q3 20259.2K$3M+1.41%
Q2 20259.2K$2M+1.36%
Q1 20258.7K$2M+1.47%

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