Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  AppFolio, Inc. (APPF)
← All APPF superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 18,149 <0.01 Add 213.24% <0.01 $154.09–239.86 · VW $183.27i $2,864,275 SEC
2025   Q4 5,794 <0.01 Add 61.75% <0.01 $217.35–277.73 · VW $241.81i $1,347,974 SEC
2025   Q3 3,582 <0.01 Add 91.65% <0.01 $226.91–326.04 · VW $276.29i $987,414 SEC
2025   Q2 1,869 <0.01 Reduce 21.47% <0.01 $190.24–235.39 · VW $214.89i $430,393 SEC
2025   Q1 2,380 <0.01 Reduce 37.42% <0.01 $203.52–266.51 · VW $226.97i $523,362 SEC
2024   Q4 3,803 <0.01 Add 27.66% <0.01 $189.01–273.00 · VW $229.58i $938,276 SEC
2024   Q3 2,979 <0.01 Reduce 75.12% 0.03 $197.58–274.56 · VW $231.95i $701,257 SEC
2024   Q2 11,973 0.04 Add 43.00% 0.01 $207.95–256.73 · VW $235.29i $2,928,237 SEC
2024   Q1 8,373 0.03 Add 86.48% 0.01 $164.29–253.42 · VW $226.82i $2,065,954 SEC
2023   Q4 4,490 0.01 Reduce 2.18% <0.01 $171.40–211.41 · VW $188.65i $777,848 SEC
2023   Q3 4,590 0.02 Add 8.31% <0.01 $164.49–201.91 · VW $184.14i $838,272 SEC
2023   Q2 4,238 0.02 Add 54.11% <0.01 $121.09–178.10 · VW $149.17i $729,529 SEC
2023   Q1 2,750 <0.01 Reduce 7.28% <0.01 $102.85–135.81 · VW $120.90i $342,320 SEC
2022   Q4 2,966 <0.01 Reduce 8.14% <0.01 $94.73–127.74 · VW $114.39i $312,557 SEC
2022   Q3 3,229 0.01 $104.68 $338,000 SEC
2022   Q2 3,229 <0.01 Reduce 0.03% $79.92–119.29 · VW $98.98i $293,000 SEC
2022   Q1 3,230 0.01 Reduce 1.61% <0.01 $103.63–125.60 · VW $114.75i $366,000 SEC
2021   Q4 3,283 0.01 $120.93 $397,000 SEC
2021   Q3 3,283 0.02 Reduce 7.13% <0.01 $117.33–145.24 · VW $128.53i $395,000 SEC
2021   Q2 3,535 0.02 $141.16 $499,000 SEC
2021   Q1 3,535 0.02 Reduce 1.86% <0.01 $125.00–185.44 · VW $155.74i $500,000 SEC
2020   Q4 3,602 0.02 Reduce 17.40% <0.01 $137.79–186.59 · VW $161.98i $649,000 SEC
2020   Q3 4,361 0.02 Reduce 7.19% <0.01 $134.45–178.79 · VW $152.84i $618,000 SEC
2020   Q2 4,699 0.02 Reduce 40.10% <0.01 $86.00–180.56 · VW $134.82i $765,000 SEC
2020   Q1 7,845 0.02 Reduce 44.88% 0.01 $81.01–148.07 · VW $114.38i $870,000 SEC
2019   Q4 14,233 0.03 Reduce 27.90% <0.01 $85.80–116.98 · VW $103.65i $1,565,000 SEC
2019   Q3 19,742 0.03 Reduce 25.00% 0.01 $88.43–108.70 · VW $97.60i $1,878,000 SEC
2019   Q2 26,323 0.04 Reduce 53.15% 0.04 $77.74–109.89 · VW $95.60i $2,692,000 SEC
2019   Q1 56,184 0.07 Reduce 17.34% 0.01 $55.00–81.70 · VW $69.48i $4,461,000 SEC
2018   Q4 67,969 0.06 Add 7.82% <0.01 $51.15–79.45 · VW $60.87i $4,025,000 SEC
2018   Q3 63,041 0.07 Add 1.00% <0.01 $60.21–91.49 · VW $78.53i $4,942,000 SEC
2018   Q2 62,416 0.06 Reduce 7.93% <0.01 $38.90–68.50 · VW $56.00i $3,817,000 SEC
2018   Q1 67,794 0.04 Add 9.69% <0.01 $37.56–45.75 · VW $41.45i $2,769,000 SEC
2017   Q4 61,805 0.04 Add 136.51% 0.02 $39.60–52.25 · VW $44.20i $2,565,000 SEC
2017   Q3 26,132 0.02 Buy 0.02 $31.15–48.40 · VW $41.02i $1,253,000 SEC
Price snapshot:
Current price$179.90
Avg. buy price$182.64
+/- since buy-1.50%
52-week low$142.56
52-week high$326.04