Nellore Capital Management LLC: APPFOLIO INC (APPF): Quarterly 13F Position History
As of Q1 2026, Nellore Capital Management LLC reported 636,302 shares of APPFOLIO INC (APPF), worth $100.4M and representing 12.8% of its 13F equity book. Quarter-over-quarter share count change: + 106,606 (+20.1%) . The position first appeared in Q1 2022 and has been disclosed across 17 13F-HR filings in Pactolio's tracked window.
- 636,302Shares Held (Latest Filing)
- $100.4MReported Market Value (Latest Filing)
- 12.8%Portfolio Weight (% of 13F Equity Book)
- +106,606Quarter-over-Quarter Share Change
- -$22.8MQuarter-over-Quarter Value Change
- 636,302Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 17 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 636,302 | +106,606 | +20.1% | $100.4M | 12.8% | $157.8 |
| Q4 2025 | 529,696 | +54,732 | +11.5% | $123.2M | 13.8% | $232.7 |
| Q3 2025 | 474,964 | 31,928 | -6.3% | $130.9M | 14.3% | $275.7 |
| Q2 2025 | 506,892 | +104,153 | +25.9% | $116.7M | 13.1% | $230.3 |
| Q1 2025 | 402,739 | +30,805 | +8.3% | $88.6M | 12.0% | $219.9 |
| Q4 2024 | 371,934 | +58,315 | +18.6% | $91.8M | 12.0% | $246.7 |
| Q3 2024 | 313,619 | +34,170 | +12.2% | $73.8M | 10.1% | $235.4 |
| Q2 2024 | 279,449 | +822 | +0.3% | $68.3M | 10.3% | $244.6 |
| Q1 2024 | 278,627 | 0 | — | $68.7M | 10.6% | $246.7 |
| Q4 2023 | 278,627 | 32,799 | -10.5% | $48.3M | 8.9% | $173.2 |
| Q3 2023 | 311,426 | 0 | — | $56.9M | 10.7% | $182.6 |
| Q2 2023 | 311,426 | +289,351 | +1310.8% | $53.6M | 10.0% | $172.1 |
| Q1 2023 | 22,075 | 153,205 | -87.4% | $22.1M | 4.8% | $1000.0 |
| Q4 2022 | 175,280 | 0 | — | $18.5M | 4.5% | $105.4 |
| Q3 2022 | 175,280 | 0 | — | $18.4M | 4.7% | $104.7 |
| Q2 2022 | 175,280 | +33,342 | +23.5% | $15.9M | 4.2% | $90.6 |
| Q1 2022 | 141,938 | — | — | $16.1M | 3.6% | $113.2 |
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 Nellore Capital Management LLC first disclose a APPF position in 13F-HR filings?
Nellore Capital Management LLC first reported APPFOLIO INC (APPF) on its 13F-HR filing for the period ending 2022-03-31 (Q1 2022). The position has appeared on 17 reported quarters within Pactolio's tracked window.
What was Nellore Capital Management LLC's most recent quarter-over-quarter share-count change in APPF?
Between Q4 2025 and Q1 2026, Nellore Capital Management LLC added 106,606 shares of APPF (+20.1%), bringing the total reported position to 636,302 shares at a market value of $100.4M.
Does the implied price-per-share represent Nellore Capital Management LLC'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.