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Insight Holdings Trims AppFolio as Property Software Faces a More Selective SaaS Market

Source: Motley Fool

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:

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AppFolio Inc.

NASDAQ: APPF

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$6,736,234,824
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Software & IT Services
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