Greenstone Partners & Co., LLC APPF — APPFOLIO

Ownership history in Greenstone Partners & Co., LLC  ·  21 quarters on record

AI Ownership Summary

Greenstone Partners & Co., LLC reported APPFOLIO (APPF) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 12.52% in 2024 Q1. The latest visible filing shows APPF at 10.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this APPF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Greenstone Partners & Co., LLC's position in APPFOLIO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

APPF was reported at 10.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.52% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

APPF stock page Greenstone Partners & Co., LLC fund profile Greenstone Partners & Co., LLC full holdings
How Greenstone Partners & Co., LLC held APPF — position size vs. price
% of Fund (quarterly)    APPF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 273,497 +85,888 +45.8% 10.93% $43.2M 2026-05-14 $150.24
2025 Q4 ADDED — — — 187,609 +53,380 +39.8% 8.48% $43.6M 2026-02-25 $166.69
2025 Q2 ADDED — — — 134,229 +22,489 +20.1% 7.24% $30.9M 2025-08-14 $265.40
2025 Q1 REDUCED — — — 111,740 -1,327 -1.2% 6.52% $24.6M 2025-05-14 $212.12
2024 Q4 UNCHANGED — — — 113,067 — 0% 6.55% $27.9M 2025-02-14 $217.32
2024 Q3 UNCHANGED — — — 113,067 — 0% 9.29% $26.6M 2024-11-14 $233.36
2024 Q2 UNCHANGED — — — 113,067 — 0% 11.55% $27.7M 2024-08-13 $217.16
2024 Q1 UNCHANGED — — — 113,067 — 0% 12.52% $27.9M 2024-05-09 $245.30
2023 Q4 UNCHANGED — — — 113,067 — 0% 10.94% $19.6M 2024-02-14 $233.28
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding APPF

As of 2026 Q1 — sorted by position size

Ashe Capital Management, LP 3Y 7Y 20.74% TenCore Partners, LP 3Y 13.48% Nellore Capital Management LLC 3Y 12.83% Keenan Capital, LLC 3Y 7Y 11.14% LONG WALK MANAGEMENT LP 3Y 9.39% Lead Edge Capital Management, LLC 3Y 8.14% TFJ Management, LLC 5.78% Langdon Equity Partners 4.16% BROWN CAPITAL MANAGEMENT LLC 3Y 7Y 2.42% Sone Capital Management, LLC 1.77%

FAQ About Greenstone Partners & Co., LLC and APPF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Greenstone Partners & Co., LLC reported owning APPF?

Greenstone Partners & Co., LLC reported APPF across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported APPF position in Greenstone Partners & Co., LLC's portfolio?

The largest reported portfolio weight for APPF was 12.52% in 2024 Q1.

What is the latest reported APPF position on this page?

The most recent filing on this page is 2026 Q1, when Greenstone Partners & Co., LLC reported 273,497 shares, equal to 10.93% of portfolio, with an estimated market value of $43.2M.

What does the chart on this APPF ownership page compare?

The chart compares Greenstone Partners & Co., LLC's quarterly APPF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Greenstone Partners & Co., LLC time their APPF position?

Based on 13F filing dates vs. subsequent APPF price moves, Greenstone Partners & Co., LLC correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on APPF relative to SPY over the holding period was -15.8%.

← Back to Greenstone Partners & Co., LLC Holdings