Yorktown Management & Research Co Inc APPF — Appfolio, Inc.

Ownership history in Yorktown Management & Research Co Inc  ·  3 quarters on record

AI Ownership Summary

Yorktown Management & Research Co Inc reported Appfolio, Inc. (APPF) in 3 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.28% in 2023 Q4. The latest visible filing shows APPF at 0.26% 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 Yorktown Management & Research Co Inc's position in Appfolio, Inc., 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 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2023 Q4

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 Yorktown Management & Research Co Inc fund profile Yorktown Management & Research Co Inc full holdings
How Yorktown Management & Research Co Inc 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 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,950 +400 +25.8% 0.26% $308K 2026-04-20 $158.67
2023 Q4 UNCHANGED — — — 1,550 — 0% 0.28% $269K 2024-01-26 $223.66
1 older quarter 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% Greenstone Partners & Co., LLC 3Y 10.93% 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%

FAQ About Yorktown Management & Research Co Inc and APPF

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

How long has Yorktown Management & Research Co Inc reported owning APPF?

Yorktown Management & Research Co Inc reported APPF across 2 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported APPF position in Yorktown Management & Research Co Inc's portfolio?

The largest reported portfolio weight for APPF was 0.28% in 2023 Q4.

What is the latest reported APPF position on this page?

The most recent filing on this page is 2026 Q1, when Yorktown Management & Research Co Inc reported 1,950 shares, equal to 0.26% of portfolio, with an estimated market value of $308K.

What does the chart on this APPF ownership page compare?

The chart compares Yorktown Management & Research Co Inc'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.

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