Greenstone Partners & Co., LLC

Position in APPF — Appfolio Inc

CIK 1845565 LARKSPUR, CA

Position in APPF

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

Position Value

$43,874,485

+$711,189 QoQ

Shares Held

273,617

+0.0% QoQ

Ownership

0.773%

of shares outstanding

% of Portfolio

10.14%

of 13F equity value

Holder Rank

#22

of 386 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Greenstone Partners & Co., LLC holds $120,988,210 across 3 Software - Application names. APPF ranks #2 (36.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GWRE	Guidewire Software, Inc.	404,584	$49,784,061
2	APPF	Appfolio Inc This page	273,617	$43,874,485
3	PCOR	Procore Technologies, Inc.	672,813	$27,329,664

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,874,485	273,617	+0.0%	Shares	Sole	2026-08-14
2026-03-31	$43,163,296	273,497	+45.8%	Shares	Sole	2026-05-14
2025-12-31	$43,647,233	187,609	+41.3%	Shares	Sole	2026-02-18
2025-09-30	$36,601,032	132,776	-1.1%	Shares	Sole	2026-02-25
2025-06-30	$30,910,254	134,229	+20.1%	Shares	Sole	2025-08-14
2025-03-31	$24,571,626	111,740	-1.2%	Shares	Sole	2025-05-14
2024-12-31	$27,895,890	113,067	0.0%	Shares	Sole	2025-02-14
2024-09-30	$26,615,971	113,067	0.0%	Shares	Sole	2024-11-14
2024-06-30	$27,652,796	113,067	0.0%	Shares	Sole	2024-08-13
2024-03-31	$27,898,151	113,067	0.0%	Shares	Sole	2024-05-09
2023-12-31	$19,587,727	113,067	0.0%	Shares	Sole	2024-02-14
2023-09-30	$20,649,426	113,067	0.0%	Shares	Sole	2023-11-14
2023-06-30	$19,463,353	113,067	-2.3%	Shares	Sole	2023-08-14
2023-03-31	$14,399,597	115,678	0.0%	Shares	Sole	2023-05-15
2022-12-31	$12,190,147	115,678	0.0%	Shares	Sole	2023-02-13
2022-09-30	$12,113,800	115,678	+12.3%	Shares	Sole	2022-11-14
2022-06-30	$9,333,019	102,968	+22.9%	Shares	Sole	2022-08-15
2022-03-31	$9,484,054	83,774	+49.3%	Shares	Sole	2022-05-13
2021-12-31	$6,794,129	56,122	0.0%	Shares	Sole	2022-02-14
2021-09-30	$6,757,088	56,122	0.0%	Shares	Sole	2021-11-10
2021-06-30	$7,924,426	56,122	0.0%	Shares	Sole	2021-08-06
2021-03-31	$7,936,212	56,122	0.0%	Shares	Sole	2021-05-13
2020-12-31	$10,104,204	56,122	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.