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LONG WALK MANAGEMENT LP: APPF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LONG WALK MANAGEMENT LP on APPF, newest first. How the timeline and the estimate are built.

LONG WALK MANAGEMENT LP held 304,875 APPF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 304,875 shares
    Change vs previous 13F +100,375 shares

    11.09% of the 13F portfolio, value $48,886,706.

    13F-HR 0001869470-26-000007 filed by LONG WALK MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 204,500 shares
    Change vs previous 13F -177,250 shares

    9.39% of the 13F portfolio, value $32,274,190.

    13F-HR 0001869470-26-000006 filed by LONG WALK MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 381,750 shares
    Change vs previous 13F +93,250 shares

    19.76% of the 13F portfolio, value $88,814,138.

    13F-HR 0001869470-26-000004 filed by LONG WALK MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 288,500 shares
    Change vs previous 13F +12,175 shares

    16.07% of the 13F portfolio, value $79,527,910.

    13F-HR 0001869470-25-000013 filed by LONG WALK MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 276,325 shares
    Change vs previous 13F +121,525 shares

    16.11% of the 13F portfolio, value $63,632,121.

    13F-HR 0001869470-25-000006 filed by LONG WALK MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 154,800 shares
    Change vs previous 13F +89,300 shares

    11.03% of the 13F portfolio, value $34,040,247.

    13F-HR 0001869470-25-000004 filed by LONG WALK MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 65,500 shares
    Change vs previous 13F +14,750 shares

    5.79% of the 13F portfolio, value $16,160,160.

    13F-HR 0001493152-25-005586 filed by LONG WALK MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 50,750 shares
    Change vs previous 13F not available

    4.94% of the 13F portfolio, value $11,946,550.

    13F-HR 0001493152-24-043285 filed by LONG WALK MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).