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HMI Capital Management, L.P.

Position in APPF — Appfolio Inc

CIK 1469026 SAN FRANCISCO, CA

Position in APPF

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$12,026,250
New position
Shares Held
75,000
first reported quarter
Ownership
0.212%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#54
of 386 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Software - Application

Technology · as of Jun 30, 2026

HMI Capital Management, L.P. holds $134,934,815 across 3 Software - Application names. APPF ranks #3 (8.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 APPF
Appfolio Inc
This page
75,000 $12,026,250

All Filings in APPF

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $12,026,250 75,000