LONG WALK MANAGEMENT LP: APPFOLIO INC (APPF): Quarterly 13F Position History
As of Q1 2026, LONG WALK MANAGEMENT LP reported 204,500 shares of APPFOLIO INC (APPF), worth $32.3M and representing 9.4% of its 13F equity book. Quarter-over-quarter share count change: 177,250 (-46.4%) . The position first appeared in Q2 2021 and has been disclosed across 20 13F-HR filings in Pactolio's tracked window.
- 204,500Shares Held (Latest Filing)
- $32.3MReported Market Value (Latest Filing)
- 9.4%Portfolio Weight (% of 13F Equity Book)
- 177,250Quarter-over-Quarter Share Change
- -$56.5MQuarter-over-Quarter Value Change
- 381,750Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 20 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 204,500 | 177,250 | -46.4% | $32.3M | 9.4% | $157.8 |
| Q4 2025 | 381,750 | +93,250 | +32.3% | $88.8M | 19.8% | $232.7 |
| Q3 2025 | 288,500 | +12,175 | +4.4% | $79.5M | 16.1% | $275.7 |
| Q2 2025 | 276,325 | +121,525 | +78.5% | $63.6M | 16.1% | $230.3 |
| Q1 2025 | 154,800 | +89,300 | +136.3% | $34.0M | 11.0% | $219.9 |
| Q4 2024 | 65,500 | +14,750 | +29.1% | $16.2M | 5.8% | $246.7 |
| Q3 2024 | 50,750 | 38,750 | -43.3% | $11.9M | 4.9% | $235.4 |
| Q2 2024 | 89,500 | 53,500 | -37.4% | $21.9M | 10.3% | $244.6 |
| Q1 2024 | 143,000 | +21,000 | +17.2% | $35.3M | 17.6% | $246.7 |
| Q4 2023 | 122,000 | +47,000 | +62.7% | $21.1M | 13.7% | $173.2 |
| Q3 2023 | 75,000 | 34,500 | -31.5% | $13.7M | 10.1% | $182.6 |
| Q2 2023 | 109,500 | 47,000 | -30.0% | $18.8M | 13.9% | $172.1 |
| Q1 2023 | 156,500 | 35,500 | -18.5% | $19.5M | 17.4% | $124.5 |
| Q4 2022 | 192,000 | 64,000 | -25.0% | $20.2M | 21.8% | $105.4 |
| Q3 2022 | 256,000 | 111,576 | -30.4% | $26.8M | 25.8% | $104.6 |
| Q2 2022 | 367,576 | +22,650 | +6.6% | $33.3M | 32.1% | $90.6 |
| Q1 2022 | 344,926 | 13,811 | -3.8% | $39.0M | 30.6% | $113.2 |
| Q4 2021 | 358,737 | +97,210 | +37.2% | $43.4M | 29.6% | $121.1 |
| Q3 2021 | 261,527 | +128,987 | +97.3% | $31.5M | 23.8% | $120.4 |
| Q2 2021 | 132,540 | — | — | $18.7M | 12.9% | $141.2 |
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 LONG WALK MANAGEMENT LP first disclose a APPF position in 13F-HR filings?
LONG WALK MANAGEMENT LP first reported APPFOLIO INC (APPF) on its 13F-HR filing for the period ending 2021-06-30 (Q2 2021). The position has appeared on 20 reported quarters within Pactolio's tracked window.
What was LONG WALK MANAGEMENT LP's most recent quarter-over-quarter share-count change in APPF?
Between Q4 2025 and Q1 2026, LONG WALK MANAGEMENT LP reduced its APPF position by 177,250 shares (-46.4%), leaving 204,500 shares at a market value of $32.3M.
Does the implied price-per-share represent LONG WALK MANAGEMENT LP'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.