Ashe Capital Management, LP

Position in APPF — Appfolio Inc

CIK 1632715 Englewood Cliffs, NJ

Back to APPF Full portfolio

Position in APPF

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

Position Value

$168,033,170

+$2,651,225 QoQ

Shares Held

1,047,915

0.0% QoQ

Ownership

2.96%

of shares outstanding

% of Portfolio

18.04%

of 13F equity value

Holder Rank

of 386 holders

Holding Since

Mar 2020

26 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, 2026

Ashe Capital Management, LP holds $524,220,111 across 3 Software - Application names. APPF ranks #3 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DDOG	Datadog, Inc.	691,493	$180,037,117
2	SHOP	Shopify Inc.	1,542,738	$176,149,824
3	APPF	Appfolio Inc This page	1,047,915	$168,033,170

All Filings in APPF

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$168,033,170	1,047,915	0.0%	Shares	Sole	2026-08-14
2026-03-31	$165,381,945	1,047,915	-2.8%	Shares	Sole	2026-05-15
2025-12-31	$250,776,924	1,077,915	-19.0%	Shares	Sole	2026-02-17
2025-09-30	$366,975,131	1,331,260	0.0%	Shares	Sole	2025-11-14
2025-06-30	$306,562,552	1,331,260	+22.1%	Shares	Sole	2025-08-14
2025-06-30	$306,562,552	1,331,260	+17.2%	Shares	Sole	2025-08-14
2025-03-31	$249,831,028	1,136,112	+4.2%	Shares	Sole	2025-05-15
2024-12-31	$268,904,815	1,089,919	—	Shares	Sole	2025-02-14
2024-12-31	$268,904,815	1,089,919	-22.0%	Shares	Sole	2025-02-14
2024-09-30	$328,926,303	1,397,308	0.0%	Shares	Sole	2024-11-14
2024-06-30	$341,739,617	1,397,308	-3.5%	Shares	Sole	2024-08-14
2024-03-31	$357,287,662	1,448,033	0.0%	Shares	Sole	2024-05-15
2023-12-31	$250,857,236	1,448,033	-11.7%	Shares	Sole	2024-02-13
2023-09-30	$299,404,169	1,639,403	0.0%	Shares	Sole	2023-11-14
2023-06-30	$282,206,832	1,639,403	0.0%	Shares	Sole	2023-08-14
2023-03-31	$204,072,885	1,639,403	0.0%	Shares	Sole	2023-05-15
2022-12-31	$172,760,288	1,639,403	-17.0%	Shares	Sole	2023-02-14
2022-09-30	$206,882,423	1,975,577	0.0%	Shares	Sole	2022-11-14
2022-06-30	$179,066,299	1,975,577	0.0%	Shares	Sole	2022-08-15
2022-03-31	$223,655,072	1,975,577	0.0%	Shares	Sole	2022-05-16
2021-12-31	$239,163,351	1,975,577	0.0%	Shares	Sole	2022-02-14
2021-09-30	$237,859,470	1,975,577	0.0%	Shares	Sole	2021-11-15
2021-06-30	$278,951,472	1,975,577	+0.0%	Shares	Sole	2021-08-16
2021-03-31	$279,315,153	1,975,215	+10.1%	Shares	Sole	2021-05-17
2020-12-31	$322,940,628	1,793,716	0.0%	Shares	Sole	2021-02-16
2020-09-30	$254,366,865	1,793,716	0.0%	Shares	Sole	2020-11-16
2020-06-30	$291,855,530	1,793,716	+0.1%	Shares	Sole	2020-08-14
2020-03-31	$198,801,985	1,791,816	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.