Joel Greenblatt's APPF Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 18,149 shares of AppFolio, Inc. (APPF) worth $2.86 M, representing 0.01% of the portfolio. First purchased in 2017-Q3, this long-term strategic position has been held for 35 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in APPF, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2017, adding 35,673 shares. Largest reduction occurred in Q2 2019, reducing 29,861 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's AppFolio (APPF) Holding Value Over Time
Track share changes against reported price movement
Quarterly AppFolio (APPF) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +12,355 | Add 213.24% | 18,149 | $157.82 |
| Q4 2025 | +2,212 | Add 61.75% | 5,794 | $232.65 |
| Q3 2025 | +1,713 | Add 91.65% | 3,582 | $275.66 |
| Q2 2025 | -511 | Reduce 21.47% | 1,869 | $230.28 |
| Q1 2025 | -1,423 | Reduce 37.42% | 2,380 | $219.90 |
| Q4 2024 | +824 | Add 27.66% | 3,803 | $246.72 |
| Q3 2024 | -8,994 | Reduce 75.12% | 2,979 | $235.40 |
| Q2 2024 | +3,600 | Add 43.00% | 11,973 | $244.57 |
| Q1 2024 | +3,883 | Add 86.48% | 8,373 | $246.74 |
| Q4 2023 | -100 | Reduce 2.18% | 4,490 | $173.24 |
| Q3 2023 | +352 | Add 8.31% | 4,590 | $182.63 |
| Q2 2023 | +1,488 | Add 54.11% | 4,238 | $172.14 |
| Q1 2023 | -216 | Reduce 7.28% | 2,750 | $124.48 |
| Q4 2022 | -263 | Reduce 8.14% | 2,966 | $105.38 |
| Q2 2022 | -1 | Reduce 0.03% | 3,229 | $90.74 |
| Q1 2022 | -53 | Reduce 1.61% | 3,230 | $113.31 |
| Q3 2021 | -252 | Reduce 7.13% | 3,283 | $120.32 |
| Q1 2021 | -67 | Reduce 1.86% | 3,535 | $141.44 |
| Q4 2020 | -759 | Reduce 17.40% | 3,602 | $180.18 |
| Q3 2020 | -338 | Reduce 7.19% | 4,361 | $141.71 |
| Q2 2020 | -3,146 | Reduce 40.10% | 4,699 | $162.80 |
| Q1 2020 | -6,388 | Reduce 44.88% | 7,845 | $110.90 |
| Q4 2019 | -5,509 | Reduce 27.90% | 14,233 | $109.96 |
| Q3 2019 | -6,581 | Reduce 25.00% | 19,742 | $95.13 |
| Q2 2019 | -29,861 | Reduce 53.15% | 26,323 | $102.27 |
| Q1 2019 | -11,785 | Reduce 17.34% | 56,184 | $79.40 |
| Q4 2018 | +4,928 | Add 7.82% | 67,969 | $59.22 |
| Q3 2018 | +625 | Add 1.00% | 63,041 | $78.39 |
| Q2 2018 | -5,378 | Reduce 7.93% | 62,416 | $61.15 |
| Q1 2018 | +5,989 | Add 9.69% | 67,794 | $40.84 |
| Q4 2017 | +35,673 | Add 136.51% | 61,805 | $41.50 |
| Q3 2017 | +26,132 | New Buy | 26,132 | $47.95 |
Joel Greenblatt's AppFolio Investment FAQs
Joel Greenblatt first purchased AppFolio, Inc. (APPF) in Q3 2017, acquiring 26,132 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held AppFolio, Inc. (APPF) for 35 quarters since Q3 2017.
Joel Greenblatt's largest addition to AppFolio, Inc. (APPF) was in Q4 2017, adding 61,805 shares worth $2.56 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 18,149 shares of AppFolio, Inc. (APPF), valued at approximately $2.86 M.
As of the Q1 2026 filing, AppFolio, Inc. (APPF) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in AppFolio, Inc. (APPF) was 67,969 shares, as reported at the end of Q4 2018.