This reduction moves AppFolio’s weighting to 0.78% of the fund’s 13F assets, down from 2.6% the prior quarter amid broader fund downsizing. As of February 17, 2026, AppFolio shares were priced at $168 ...
AppFolio is a high-margin, capital-light property management software leader with strong recurring revenue and high customer switching costs. Our competitive edge comes from a cloud-native platform, ...
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