Ashe Capital Management, LP

Holdings History for APPFOLIO INC - Class A common stock, par value $0.0001 per share (APPF)

Symbol: APPF on Nasdaq
Investment type: Equity - Shares of Stock
Class: Class A common stock, par value $0.0001 per share
Latest Disclosed Ownership: 1.09M shares
Security Ownership: 4.7%

Shares, Excluding Options vs Price

Value, Excluding Options

Ashe Capital Management, LP ownership in APPFOLIO INC Class A common stock, par value $0.0001 per share (APPF)

2025-02-14 - Ashe Capital Management, LP has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1.09M shares of APPFOLIO INC Class A common stock, par value $0.0001 per share (APPF). This represents 4.7% percent ownership of the company.

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filed at
Ashe Capital Management, LP	4.7%		$240M	1.09M			$219.90	13G/A	12/31/2024	14 Feb 2025 16:19:12

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
12/31/2024	22.1%	-6.24%	$269M	1.09M	-307,389	-22%	$246.72	Q4 2024
9/30/2024	26.2%		$329M	1.4M			$235.40	Q3 2024
6/30/2024	28.2%	-1.01%	$342M	1.4M	-50,725	-3.5%	$244.57	Q2 2024
3/31/2024	29.2%		$357M	1.45M			$246.74	Q1 2024
12/31/2023	21.8%	-2.75%	$251M	1.45M	-191,370	-11.7%	$173.24	Q4 2023
9/30/2023	24.9%		$299M	1.64M			$182.63	Q3 2023
6/30/2023	22.1%		$282M	1.64M			$172.14	Q2 2023
3/31/2023	18.5%		$204M	1.64M			$124.48	Q1 2023
12/31/2022	19%	-3.89%	$173M	1.64M	-336,174	-17%	$105.38	Q4 2022
9/30/2022	19.8%		$207M	1.98M			$104.72	Q3 2022
6/30/2022	16.4%		$179M	1.98M			$90.64	Q2 2022
3/31/2022	15.6%		$224M	1.98M			$113.21	Q1 2022
12/31/2021	15.5%		$239M	1.98M			$121.06	Q4 2021
9/30/2021	14.3%		$238M	1.98M			$120.40	Q3 2021
6/30/2021	17.2%	+0%	$279M	1.98M	+362	+0.02%	$141.20	Q2 2021
3/31/2021	19.1%	+1.6%	$279M	1.98M	+181,499	+10.1%	$141.41	Q1 2021
12/31/2020	20.2%		$323M	1.79M			$180.04	Q4 2020
9/30/2020	18.5%		$254M	1.79M			$141.81	Q3 2020
6/30/2020	22.4%	+0.02%	$292M	1.79M	+1,900	+0.11%	$162.71	Q2 2020
3/31/2020	18.4%	+1.66%	$199M	1.79M	+161,175	+9.88%	$110.95	Q1 2020
12/31/2019	13.7%	+0.25%	$179M	1.63M	+30,395	+1.9%	$109.95	Q4 2019
9/30/2019	11.6%		$152M	1.6M			$95.14	Q3 2019
6/30/2019	12.9%		$164M	1.6M			$102.27	Q2 2019
3/31/2019	8.96%		$127M	1.6M			$79.40	Q1 2019
12/31/2018	7.7%	+1.11%	$94.8M	1.6M	+230,264	+16.8%	$59.22	Q4 2018
9/30/2018	7.32%		$107M	1.37M			$78.40	Q3 2018
6/30/2018	6.4%	+0.28%	$83.8M	1.37M	+59,360	+4.53%	$61.15	Q2 2018
3/31/2018	4.41%	+0.41%	$53.5M	1.31M	+121,451	+10.2%	$40.85	Q1 2018
12/31/2017	4.06%		$49.4M	1.19M			$41.50	Q4 2017
9/30/2017	4.72%		$57M	1.19M			$47.95	Q3 2017
6/30/2017	3.32%		$38.8M	1.19M			$32.60	Q2 2017
3/31/2017	2.85%	+2.17%	$32.3M	1.19M	+905,000	+318%	$27.20	Q1 2017
12/31/2016	0.66%	+0.3%	$6.78M	284K	+128,014	+82%	$23.85	Q4 2016
9/30/2016	0.32%	+0.32%	$3.04M	156K	+156,157	NEW	$19.44	Q3 2016

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.