LONDON CO OF VIRGINIA

Position in APPF — Appfolio Inc

CIK 1259887 RICHMOND, VA

Position in APPF

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

Position Value

$112,750,262

New position

Shares Held

703,151

first reported quarter

Ownership

1.99%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#8

of 386 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 94% Shared 0% None 6%

Technology · as of Jun 30, 2026

LONDON CO OF VIRGINIA holds $303,468,113 across 4 Software - Application names. APPF ranks #2 (37.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	1,326,406	$130,425,501
2	APPF	Appfolio Inc This page	703,151	$112,750,262
3	CCC	CCC Intelligent Solutions Holdings Inc.	7,498,579	$38,692,667
4	PLUS	Eplus Inc	259,518	$21,599,683

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$112,750,262	703,151	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.