Caledonia (Private) Investments Pty Ltd — APPFOLIO INC APPF: Quarterly 13F Position History
Caledonia (Private) Investments Pty Ltd has reported APPFOLIO INC (APPF) on 4 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2025. As of Q1 2026, the position is sized at 328,277 shares ($51.8M market value, 1.51% of the equity book). Quarter-over-quarter share count change: 4,358 (-1.3%) .
- 328,277Shares Held (Latest Filing)
- $51.8MReported Market Value (Latest Filing)
- 1.51%Portfolio Weight (% of 13F Equity Book)
- 4,358Quarter-over-Quarter Share Change
- -$25.6MQuarter-over-Quarter Value Change
- 332,635Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 328,277 | 4,358 | -1.3% | $51.8M | 1.51% | $157.82 |
| Q4 2025 | 332,635 | +104,609 | +45.9% | $77.4M | 1.48% | $232.65 |
| Q3 2025 | 228,026 | 10,854 | -4.5% | $62.9M | 1.02% | $275.66 |
| Q2 2025 | 238,880 | — | — | $55.0M | 0.87% | $230.28 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Caledonia (Private) Investments Pty Ltd first disclose a APPF position in 13F-HR filings?
Caledonia (Private) Investments Pty Ltd first reported APPFOLIO INC (APPF) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.
What was Caledonia (Private) Investments Pty Ltd's most recent quarter-over-quarter share-count change in APPF?
Between Q4 2025 and Q1 2026, Caledonia (Private) Investments Pty Ltd reduced its APPF position by 4,358 shares (-1.3%), leaving 328,277 shares at a market value of $51.8M.
Does the implied price-per-share represent Caledonia (Private) Investments Pty Ltd's cost basis in APPF?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.