Keenan Capital, LLC
· New
+$63M
Change
+335K
Date
Q1 2026
AP
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Keenan Capital, LLC
· New
+$63M
Change
+335K
Date
Q1 2026
|
Keenan Capital, LLC | New· Q1 2026 | +$63M | +335K | – | Q1 2026 | |||||
|
Invesco Ltd.
· Reduced
−$59M
Change
−311K
Δ Own
−74.6%
Date
Q1 2026
|
Invesco Ltd. | Reduced· Q1 2026 | −$59M | −311K | −74.6% | Q1 2026 | |||||
|
Citadel Advisors LLC
· Reduced
−$55M
Change
−288K
Δ Own
−80.3%
Date
Q1 2026
|
Citadel Advisors LLC | Reduced· Q1 2026 | −$55M | −288K | −80.3% | Q1 2026 | |||||
|
Principal Financial Group Inc
· Added
+$49M
Change
+260K
Date
Q1 2026
|
Principal Financial Group Inc | Added· Q1 2026 | +$49M | +260K | – | Q1 2026 | |||||
|
Lead Edge Capital Management, LLC
· New
+$40M
Change
+210K
Date
Q1 2026
|
Lead Edge Capital Management, LLC | New· Q1 2026 | +$40M | +210K | – | Q1 2026 | |||||
|
Hudson Way Capital Management LLC
· Exited
−$38M
Change
−203K
Δ Own
−100.0%
Date
Q1 2026
|
Hudson Way Capital Management LLC | Exited· Q1 2026 | −$38M | −203K | −100.0% | Q1 2026 | |||||
|
Jacobs Levy Equity Management, Inc
· Added
+$34M
Change
+181K
Date
Q1 2026
|
Jacobs Levy Equity Management, Inc | Added· Q1 2026 | +$34M | +181K | – | Q1 2026 | |||||
|
BlackRock
· Added
+$34M
Change
+179K
Date
Q1 2026
|
BlackRock | Added· Q1 2026 | +$34M | +179K | – | Q1 2026 | |||||
|
Long Walk Management LP
· Reduced
−$34M
Change
−177K
Date
Q1 2026
|
Long Walk Management LP | Reduced· Q1 2026 | −$34M | −177K | – | Q1 2026 | |||||
|
Vanguard
· Added
+$32M
Change
+166K
Date
Q1 2026
|
Vanguard | Added· Q1 2026 | +$32M | +166K | – | Q1 2026 | |||||
|
T. Rowe Price Associates
· Reduced
−$30M
Change
−156K
Date
Q1 2026
|
T. Rowe Price Associates | Reduced· Q1 2026 | −$30M | −156K | – | Q1 2026 | |||||
|
Gilder Gagnon Howe & Co LLC
· Reduced
−$29M
Change
−154K
Date
Q1 2026
|
Gilder Gagnon Howe & Co LLC | Reduced· Q1 2026 | −$29M | −154K | – | Q1 2026 | |||||
|
Millennium Management LLC
· Reduced
−$26M
Change
−139K
Date
Q1 2026
|
Millennium Management LLC | Reduced· Q1 2026 | −$26M | −139K | – | Q1 2026 | |||||
|
FMR LLC
· Reduced
−$25M
Change
−131K
Δ Own
−50.5%
Date
Q1 2026
|
FMR LLC | Reduced· Q1 2026 | −$25M | −131K | −50.5% | Q1 2026 | |||||
|
Capital Impact Advisors, LLC
· Exited
−$24M
Change
−128K
Δ Own
−100.0%
Date
Q1 2026
|
Capital Impact Advisors, LLC | Exited· Q1 2026 | −$24M | −128K | −100.0% | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Duca Maurice J.
· 10% Owner
3 operations
−$360K
|
Duca Maurice J. | 10% Owner | 3 operations | $180.00 | −2K | −$360K | 130K | – | Jul 20, 2026 | Jul 21, 2026 | |||||||||
|
Duca Maurice J.
· 10% Owner
9 operations
−$1.9M
|
Duca Maurice J. | 10% Owner | 9 operations | $180.00–$183.30 | −11K | −$1.9M | 131K | – | Jul 17, 2026 | Jul 21, 2026 | |||||||||
|
Duca Maurice J.
· 10% Owner
5 operations
−$1.9M
|
Duca Maurice J. | 10% Owner | 5 operations | $180.00–$181.95 | −11K | −$1.9M | 136K | – | Jul 16, 2026 | Jul 17, 2026 | |||||||||
|
Duca Maurice J.
· 10% Owner
3 operations
−$124K
|
Duca Maurice J. | 10% Owner | 3 operations | $180.03 | −687 | −$124K | 142K | – | Jul 15, 2026 | Jul 17, 2026 | |||||||||
|
Duca Maurice J.
· 10% Owner
3 operations
−$1.9M
|
Duca Maurice J. | 10% Owner | 3 operations | $180.15 | −11K | −$1.9M | 142K | – | Jul 13, 2026 | Jul 14, 2026 | |||||||||
|
Duca Maurice J.
· 10% Owner
3 operations
−$54K
|
Duca Maurice J. | 10% Owner | 3 operations | $180.00 | −300 | −$54K | 148K | – | Jul 10, 2026 | Jul 14, 2026 | |||||||||
|
Duca Maurice J.
· 10% Owner
3 operations
−$1.9M
|
Duca Maurice J. | 10% Owner | 3 operations | $180.00–$180.41 | −11K | −$1.9M | 148K | – | Jul 7, 2026 | Jul 9, 2026 | |||||||||
|
Bundy Scanlan Agnes
· Director
Grant (A)
1K
|
Bundy Scanlan Agnes | Director | Grant (A) | – | 1K | – | 7K | +20.6% | Jun 29, 2026 | Jul 1, 2026 | |||||||||
|
Appfolio Inc
· Director
4 operations
4K
|
Appfolio Inc | Director | 4 operations | – | 4K | – | 2K | – | Jun 29, 2026 | Jul 1, 2026 | |||||||||
|
Nottebohm Olivia
· Director
Grant (A)
1K
|
Nottebohm Olivia | Director | Grant (A) | – | 1K | – | 4K | +45.4% | Jun 29, 2026 | Jul 1, 2026 | |||||||||
|
Webb Winifred Markus
· Director
Grant (A)
1K
|
Webb Winifred Markus | Director | Grant (A) | – | 1K | – | 9K | +15.7% | Jun 29, 2026 | Jul 1, 2026 | |||||||||
|
Casey Saori
· Director
Grant (A)
1K
|
Casey Saori | Director | Grant (A) | – | 1K | – | 2K | +88.9% | Jun 29, 2026 | Jul 1, 2026 | |||||||||
|
Rigler Don
· Officer
Sell
−$24K
|
Rigler Don | Officer | Sell | $159.56 | −150 | −$24K | 4K | – | Jun 12, 2026 | Jun 15, 2026 | |||||||||
|
Pickering Evan
· Officer
4 operations
−$102K
|
Pickering Evan | Officer | 4 operations | $153.38–$156.87 | −660 | −$102K | 7K | – | Jun 12, 2026 | Jun 15, 2026 | |||||||||
|
Eaton Timothy Mathias
· CFO
5 operations
−$414K
|
Eaton Timothy Mathias | CFO | 5 operations | $154.66–$161.83 | −3K | −$414K | 18K | – | Jun 12, 2026 | Jun 15, 2026 | |||||||||
N
M
A
M
G
A
425 reporting institutions disclosed APPF position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.