13F

Position

Essential Partners LLC in Appfolio Inc

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$43$276.00$232.63

QuarterSharesValueImplied pxEst. markFlowWeight
Q2 20251$2300.0%
Q3 20251$276$276.00$46$00.0%
Q4 202519$4.42K$232.63−$43$4.19K0.0%