Position in APPF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,705,550
+$3,341,090 QoQ
Shares Held
73,000
+37.7% QoQ
Ownership
0.206%
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
#56
of 386 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APPF Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Tensile Capital Management LP holds $197,013,322 across 7 Software - Application names. APPF ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TYL |
Tyler Technologies Inc
|
245,043 | $71,665,275 | |
| 2 | QTWO |
Q2 Holdings, Inc.
|
868,767 | $41,787,692 | |
| 3 | VERX |
Vertex, Inc.
|
2,898,563 | $33,275,503 | |
| 4 | BL |
Blackline, Inc.
|
694,846 | $19,504,327 | |
| 5 | NCNO |
nCino, Inc.
|
1,056,592 | $17,275,279 | |
| 6 | APPF |
Appfolio Inc
This page
|
73,000 | $11,705,550 | |
| 7 | ALIT |
Alight, Inc. / Delaware
|
160,687 | $1,799,696 |
All Filings in APPF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,705,550 | 73,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,364,460 | 53,000 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||