Caledonia (Private) Investments Pty Ltd: APPFOLIO INC (APPF): Quarterly 13F Position History
As of Q2 2026, Caledonia (Private) Investments Pty Ltd reported 290,462 shares of APPFOLIO INC (APPF), worth $46.6M and representing 1.6% of its 13F equity book. Quarter-over-quarter share count change: 37,815 (-11.5%) . The position first appeared in Q2 2025 and has been disclosed across 5 13F-HR filings in Pactolio's tracked window.
- 290,462Shares Held (Latest Filing)
- $46.6MReported Market Value (Latest Filing)
- 1.6%Portfolio Weight (% of 13F Equity Book)
- 37,815Quarter-over-Quarter Share Change
- -$5.2MQuarter-over-Quarter Value Change
- 332,635Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 290,462 | 37,815 | -11.5% | $46.6M | 1.6% | $160.3 |
| Q1 2026 | 328,277 | 4,358 | -1.3% | $51.8M | 1.5% | $157.8 |
| Q4 2025 | 332,635 | +104,609 | +45.9% | $77.4M | 1.5% | $232.7 |
| Q3 2025 | 228,026 | 10,854 | -4.5% | $62.9M | 1.0% | $275.7 |
| Q2 2025 | 238,880 | – | – | $55.0M | 0.9% | $230.3 |
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 rather than 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 5 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 Q1 2026 and Q2 2026, Caledonia (Private) Investments Pty Ltd reduced its APPF position by 37,815 shares (-11.5%), leaving 290,462 shares at a market value of $46.6M.
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.