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LONG WALK MANAGEMENT LP

Position in APPF — Appfolio Inc

CIK 1869470 GREENWICH, CT

Position in APPF

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$48,886,706
+$16,612,516 QoQ
Shares Held
304,875
+49.1% QoQ
Ownership
0.861%
of shares outstanding
% of Portfolio
11.22%
of 13F equity value
Holder Rank
#19
of 386 holders
Holding Since
Jun 2021
21 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

LONG WALK MANAGEMENT LP holds $48,886,706 across 1 Software - Application name. APPF ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 APPF
Appfolio Inc
This page
304,875 $48,886,706

All Filings in APPF

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $48,886,706 304,875
2026-03-31 $32,274,190 204,500
2025-12-31 $88,814,137 381,750
2025-09-30 $79,527,910 288,500
2025-06-30 $63,632,121 276,325
2025-03-31 $34,040,520 154,800
2024-12-31 $16,160,160 65,500
2024-09-30 $11,946,550 50,750
2024-06-30 $21,889,015 89,500
2024-03-31 $35,283,820 143,000
2023-12-31 $21,135,280 122,000
2023-09-30 $13,697,250 75,000
2023-06-30 $18,849,330 109,500
2023-03-31 $19,481,120 156,500
2022-12-31 $20,232,960 192,000
2022-09-30 $26,808,320 256,000
2022-06-30 $33,317,088 367,576
2022-03-31 $39,049,072 344,926
2021-12-31 $43,428,701 358,737
2021-09-30 $31,487,850 261,527
2021-06-30 $18,714,648 132,540