Lead Edge Capital Management, LLC

Position in APPF — Appfolio Inc

CIK 1802797 NEW YORK, NY

Position in APPF

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

Position Value

$64,084,839

+$30,901,606 QoQ

Shares Held

399,656

+90.1% QoQ

Ownership

1.13%

of shares outstanding

% of Portfolio

11.64%

of 13F equity value

Holder Rank

#13

of 386 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Lead Edge Capital Management, LLC holds $221,752,077 across 5 Software - Application names. APPF ranks #2 (28.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WDAY	Workday, Inc.	623,867	$76,373,798
2	APPF	Appfolio Inc This page	399,656	$64,084,839
3	NCNO	nCino, Inc.	3,662,570	$59,883,019
4	PCOR	Procore Technologies, Inc.	515,051	$20,921,371
5	LIF	Life360, Inc.	8,834	$489,050

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$64,084,839	399,656	+90.1%	Shares	Sole	2026-08-14
2026-03-31	$33,183,233	210,260	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.