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$APPF:NASDAQ · APPFOLIO INC

Sector: saas

Conviction from: NASDAQ

AppFolio provides cloud-based software for the real estate industry, helping property managers handle leasing, accounting, maintenance, and tenant communications.

2 tracked filer(s) hold this · 0 opened, 0 added, 2 trimmed in 31-MAR-2026

Aggregate 13FScore 42 — mean of 2 scored holder(s). Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Caledonia (Private) Investments Pty Ltd (auto-surfaced)30Trimmed -1%328,277$51,808,6761.5%
Bridgewater55Trimmed -57%18,256$2,881,1620.0%

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1 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-02-18Gilbert Cisneros CA31SELL$1,001 - $15,000PTR

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.