Insight Holdings Trims AppFolio as Property Software Faces a More Selective SaaS Market
2026-02-28 20:22:43 ET
According to an SEC filing dated February 17, 2026, Insight Holdings Group, LLC reduced its position in AppFolio (NASDAQ:APPF) by 108,050 shares during the fourth quarter of 2025. The quarter-end value of the AppFolio position fell by $31.70 million, a figure that includes both share sales and price movement.
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.
Top holdings after the filing:
NASDAQ: APPF
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