AppFolio, Inc. (NASDAQ:APPF) Q1 2026 Earnings Call Transcript
Operator: Good afternoon, thank you for standing by, and welcome to AppFolio, Inc.'s First Quarter 2026 Financial Results Conference Call.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | TenCore Partners Girish Kumar | 109,905 | $17,345,207 | 13.48% | |
| 2. | Zevenbergen Capital Investments Nancy Zevenbergen | 38,300 | $6,044,506 | +61% | 0.17% |
| 3. | Bayforest Capital Theodoros Tsagaris | 248 | $39,139 | -59% | 0.04% |
| 4. | Leucadia National Ian Cumming And Joseph Steinberg | 0 | $0 | 0% | |
| 5. | Navellier & Associates Louis Navellier | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $218.73 | 599 | $131,019.27 | 22,000 | 2025-06-09 | Filing | |
| $218.12 | 4,372 | $953,620.64 | 21,401 | 2025-06-09 | Filing | |
| $217.34 | 2,029 | $440,982.86 | 17,029 | 2025-06-09 | Filing | |
| $217.87 | 175 | $38,127.25 | 15,000 | 2025-06-06 | Filing | |
| $217.20 | 4,420 | $960,024.00 | 14,825 | 2025-06-06 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $178.30 | 120 | $21,396.00 | 52,920 | 2026-02-17 | Filing | |
| $176.29 | 120 | $21,154.80 | 53,040 | 2026-02-17 | Filing | |
| $175.10 | 1 | $175.10 | 53,160 | 2026-02-17 | Filing | |
| $174.59 | 399 | $69,661.41 | 53,161 | 2026-02-17 | Filing | |
| $173.22 | 120 | $20,786.40 | 53,560 | 2026-02-17 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,505,882 | $237,664,727 | 0.13% | |
| 2. | 1,485,373 | $234,421,567 | 0.01% | |
| 3. | 1,047,945 | $165,386,680 | 0% | |
| 4. | 643,231 | $101,514,716 | 0.34% | |
| 5. | 296,627 | $46,812,441 | 0.01% |