CROSSLINK CAPITAL INC APPF — APPFOLIO INC - A

Ownership history in CROSSLINK CAPITAL INC  ·  4 quarters on record

AI Ownership Summary

CROSSLINK CAPITAL INC reported APPFOLIO INC - A (APPF) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 2.11% in 2024 Q4. The latest visible filing shows APPF at 1.11% 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.

What this APPF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CROSSLINK CAPITAL INC's position in APPFOLIO INC - A, 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 Q2

APPF was reported at 1.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.11% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

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 CROSSLINK CAPITAL INC fund profile CROSSLINK CAPITAL INC full holdings
How CROSSLINK CAPITAL 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 93,340 +21,850 +30.6% 1.11% $15.0M 2026-08-14 $204.21
2026 Q1 ADDED — — — 71,490 +46,465 +185.7% 1.10% $11.3M 2026-05-15 $151.70
2025 Q4 REDUCED 59.3% -32.2% ✅ 25,025 -36,509 -59.3% 0.45% $5.8M 2026-02-17 $168.79
2024 Q4 INITIATED — — — 61,534 — — 2.11% $15.2M 2025-02-14 $217.32

🏢 Other funds also holding APPF

As of 2026 Q2 — sorted by position size

Ashe Capital Management, LP 3Y 7Y 18.04% Nellore Capital Management LLC 3Y 11.66% Lead Edge Capital Management, LLC 3Y 11.64% LONG WALK MANAGEMENT LP 3Y 11.09% TenCore Partners, LP 3Y 11.02% Keenan Capital, LLC 3Y 7Y 10.61% Greenstone Partners & Co., LLC 3Y 10.14% Langdon Equity Partners 7.62% BROWN CAPITAL MANAGEMENT LLC 3Y 7Y 3.19% HMI Capital Management, L.P. 3Y 7Y 1.69%

FAQ About CROSSLINK CAPITAL 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 CROSSLINK CAPITAL INC reported owning APPF?

CROSSLINK CAPITAL INC reported APPF across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported APPF position in CROSSLINK CAPITAL INC's portfolio?

The largest reported portfolio weight for APPF was 2.11% in 2024 Q4.

What is the latest reported APPF position on this page?

The most recent filing on this page is 2026 Q2, when CROSSLINK CAPITAL INC reported 93,340 shares, equal to 1.11% of portfolio, with an estimated market value of $15.0M.

What does the chart on this APPF ownership page compare?

The chart compares CROSSLINK CAPITAL 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.

How well did CROSSLINK CAPITAL INC time their APPF position?

Based on 13F filing dates vs. subsequent APPF price moves, CROSSLINK CAPITAL INC correctly timed 2 out of 3 reported position changes (67%).

← Back to CROSSLINK CAPITAL INC Holdings