APPF — APPFOLIO INC

Ownership history in Watchtower Advisors, LP  ·  2 quarters on record

This page tracks every 13F SEC filing in which Watchtower Advisors, LP reported a position in APPFOLIO INC (APPF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.35% (2025 Q2)
Avg. % of fund
6.75%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 40,000 -21,253 -34.7% 5.14% $11.0M $275.66
2025 Q2 INITIATED 61,253 — — 8.35% $14.1M $230.28
% of Fund (quarterly)    APPF price (monthly, adj. close)

Other funds also holding APPF

As of 2025 Q4 — sorted by position size

Ashe Capital Management, LP 3Y 7Y 24.3% LONG WALK MANAGEMENT LP 3Y 19.76% Nellore Capital Management LLC 3Y 13.8% Greenstone Partners & Co., LLC 3Y 8.48% TFJ Management, LLC 6.06% Hudson Way Capital Management LLC 3Y 7Y 3.75% BROWN CAPITAL MANAGEMENT LLC 3Y 7Y 2.9% Capital Impact Advisors, LLC 3Y 7Y 2.34% Ranger Investment Management, L.P. 3Y 7Y 1.82% Kerrisdale Advisers, LLC 3Y 7Y 1.76%
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