APPFOLIO INC - A · CUSIP 03783C100 · CIK 1869470
As of 2026-06-30, LONG WALK MANAGEMENT LP reported 304.88K APPF (shares), valued at $48.89M, or 11.09% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 49.08%; reported value increased 51.47%, and weight changed +1.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 11.09% | 304,875 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 9.39% | 204,500 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 19.76% | 381,750 | SEC filing ↗Filed Feb 12, 2026 |
| Q3 2025 | 16.07% | 288,500 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 16.11% | 276,325 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 11.03% | 154,800 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 5.79% | 65,500 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 4.94% | 50,750 | SEC filing ↗Filed Nov 1, 2024 |
| Q2 2024 | 10.33% | 89,500 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 17.60% | 143,000 | SEC filing ↗Filed May 9, 2024 |
| Q4 2023 | 13.69% | 122,000 | SEC filing ↗Filed Jan 26, 2024 |
| Q3 2023 | 10.12% | 75,000 | SEC filing ↗Filed Nov 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 10.12% | 75,000 | $13.70M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 13.69% | 122,000 | $21.14M | Shares increased 62.67%; reported value increased 54.30%, and weight changed +3.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2024 |
| Q1 2024 | 17.60% | 143,000 | $35.28M | Shares increased 17.21%; reported value increased 66.94%, and weight changed +3.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 10.33% | 89,500 | $21.89M | Shares decreased 37.41%; reported value decreased 37.96%, and weight changed -7.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 4.94% | 50,750 | $11.95M | Shares decreased 43.30%; reported value decreased 45.42%, and weight changed -5.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 1, 2024 |
| Q4 2024 | 5.79% | 65,500 | $16.16M | Shares increased 29.06%; reported value increased 35.27%, and weight changed +0.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 11.03% | 154,800 | $34.04M | Shares increased 136.34%; reported value increased 110.64%, and weight changed +5.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 16.11% | 276,325 | $63.63M | Shares increased 78.50%; reported value increased 86.93%, and weight changed +5.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 16.07% | 288,500 | $79.53M | Shares increased 4.41%; reported value increased 24.98%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 19.76% | 381,750 | $88.81M | Shares increased 32.32%; reported value increased 11.68%, and weight changed +3.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 9.39% | 204,500 | $32.27M | Shares decreased 46.43%; reported value decreased 63.66%, and weight changed -10.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 11.09% | 304,875 | $48.89M | Shares increased 49.08%; reported value increased 51.47%, and weight changed +1.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.