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Which hedge funds own APPF? APPFOLIO INC, Q2 2026 13F holders

TechnologySoftware - Application

46 tracked hedge funds disclosed a position in APPF (APPFOLIO INC) in their Q2 2026 13F filings, worth $690.4m in total. The largest holder by portfolio weight is Ashe Capital Management, LP at 18.0% of its book. 10 opened a new position this quarter: HMI Capital Management, L.P., MYDA Advisors LLC, Ground Swell Capital, LLC, Oak Thistle LLC. 16 exited: TFJ Management, LLC, Lecap Asset Management Ltd, MQS Management LLC.

46
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
10
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
16
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$17.8m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$37.9m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$690m
Combined value
Sum of the holders' reported positions in the security.
3.7%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

46 rows
Ashe Capital Management, LP Hedge fund18.0%$168m1.05m0.0%held
Nellore Capital Management LLC Hedge fund11.7%$105m654,865+2.9%added
Lead Edge Capital Management, LLC Hedge fund11.6%$64.1m399,656+90%added
Long Walk Management LP Hedge fund11.1%$48.9m304,875+49%added
TenCore Partners, LP Hedge fund11.0%$14.2m88,270−20%reduced
Keenan Capital, LLC Hedge fund10.6%$53.6m334,5570.0%held
Greenstone Partners & Co., LLC Hedge fund10.1%$43.9m273,6170.0%held
HMI Capital Management, L.P. Hedge fund1.8%$12.0m75,000–new
Tensile Capital Management LP Hedge fund1.6%$11.7m73,000+38%added
Sone Capital Management, LLC Hedge fund1.4%$18.6m116,251−13%reduced
Crosslink Capital Inc Hedge fund1.1%$15.0m93,340+31%added
Atika Capital Management LLC Hedge fund0.8%$7.6m47,5000.0%held
Kerrisdale Advisers, LLC Hedge fund0.6%$2.2m13,904−38%reduced
Aristides Capital LLC Hedge fund0.5%$2.1m13,360+167%added
MYDA Advisors LLC Hedge fund0.5%$1.9m12,000–new
Ground Swell Capital, LLC Hedge fund0.3%$311k1,942–new
AlphaGrep UK Ltd Hedge fund0.07%$240k1,498−58%reduced
Oak Thistle LLC Hedge fund0.06%$637k3,974–new
Occudo Quantitative Strategies LP Hedge fund0.04%$809k5,043+15%added
Renaissance Technologies LLC Hedge fund0.04%$29.8m185,840−18%reduced
Entropy Technologies, LP Hedge fund0.04%$972k6,059–new
Delta Global Management LP Hedge fund0.03%$293k1,825–new
Edgestream Partners, L.P. Hedge fund0.03%$963k6,006−91%reduced
Point72 Asset Management, L.P. Hedge fund0.02%$16.2m101,162+429%added
Mirabella Financial Services LLP Hedge fund0.02%$242k1,509−38%reduced
Landscape Capital Management, L.L.C. Hedge fund0.02%$357k2,225–new
Arrowstreet Capital, Limited Partnership Hedge fund0.02%$37.5m234,100−39%reduced
Y-Intercept (Hong Kong) Ltd Hedge fund0.01%$679k4,233−92%reduced
Squarepoint Ops LLC Hedge fund0.01%$4.9m30,438−62%reduced
Jupiter Asset Management Ltd Hedge fund0.01%$1.7m10,8960.0%held
Bayforest Capital Ltd Hedge fund0.01%$9.3k58−77%reduced
Balyasny Asset Management L.P. Hedge fund0.01%$4.5m28,239+887%added
Graham Capital Management, L.P. Hedge fund0.01%$292k1,822–new
Millennium Management LLC Hedge fund0.01%$11.1m69,418−51%reduced
Engineers Gate Manager LP Hedge fund0.01%$541k3,372−0.8%reduced
Brevan Howard Capital Management LP Hedge fund0.01%$498k3,105−22%reduced
Capstone Investment Advisors, LLC Hedge fund0.01%$956k5,965–new
Quarry LP Hedge fund0.0%$23.9k149–new
Schonfeld Strategic Advisors LLC Hedge fund0.0%$635k3,961−54%reduced
Quantbot Technologies LP Hedge fund0.0%$67.8k423−96%reduced
Freestone Grove Partners LP Hedge fund0.0%$349k2,179+5.1%added
Marshall Wace, LLP Hedge fund0.0%$2.4m14,830−84%reduced
Two Sigma Investments, LP Hedge fund0.0%$2.6m15,972−87%reduced
AQR Capital Management LLC Hedge fund0.0%$1.1m7,244−50%reduced
D. E. Shaw & Co., Inc. Hedge fund0.0%$618k3,857−88%reduced
CVA Family Office, LLC Family office0.0%$1.8k11+22%added