TWO SIGMA INVESTMENTS, LP

Position in APPF — Appfolio Inc

CIK 1179392 NEW YORK, NY

Position in APPF

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,561,110

-$17,058,125 QoQ

Shares Held

15,972

-87.2% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#101

of 386 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $4,237,952,028 across 123 Software - Application names. APPF ranks #79 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc.	2,161,507	$564,153,327
2	HUBS	Hubspot Inc	1,819,744	$332,121,477
3	FIG	Figma, Inc.	12,727,784	$230,245,612
4	ADBE	Adobe Inc.	1,093,171	$224,121,918
5	TEAM	Atlassian Corp	2,494,603	$194,055,167
6	U	Unity Software Inc.	6,750,900	$192,940,722
7	DUOL	Duolingo, Inc.	1,629,242	$187,395,414
8	PAYC	Paycom Software, Inc.	1,400,923	$176,068,002

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,561,110	15,972	-87.2%	Shares	Sole	2026-08-14
2026-03-31	$19,619,235	124,314	+24.5%	Shares	Sole	2026-05-15
2025-12-31	$23,236,151	99,876	+612.9%	Shares	Sole	2026-02-17
2025-09-30	$3,861,720	14,009	+592.8%	Shares	Sole	2025-11-14
2024-06-30	$494,520	2,022	-78.1%	Shares	Sole	2024-08-14
2024-03-31	$2,282,591	9,251	-77.7%	Shares	Sole	2024-05-15
2023-12-31	$7,186,341	41,482	-39.2%	Shares	Sole	2024-02-14
2023-09-30	$12,455,183	68,199	+166.5%	Shares	Sole	2023-11-14
2023-06-30	$4,404,546	25,587	+16.4%	Shares	Sole	2023-08-14
2023-03-31	$2,737,190	21,989	-3.0%	Shares	Sole	2023-05-15
2022-12-31	$2,388,121	22,662	-31.0%	Shares	Sole	2023-02-14
2022-03-31	$3,717,929	32,841	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.