ACM
APPF icon

Alamar Capital Management’s AppFolio APPF Stock Holding History

Alamar Capital Management’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.88M Buy
17,950
+1,925
+12% +$307K 1.46% 17
2026
Q1 		$2.53M Sell
16,025
-1,040
-6% -$197K 1.54% 16
2025
Q4 		$3.97M Sell
17,065
-1,125
-6% -$267K 2.19% 11
2025
Q3 		$5.01M Sell
18,190
-110
-0.6% -$29.7K 2.65% 7
2025
Q2 		$4.21M Buy
18,300
+6,925
+61% +$1.51M 2.28% 11
2025
Q1 		$2.5M Buy
+11,375
New +$2.61M 1.49% 29

Other funds holding APPF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return

Alamar Capital Management's APPF Position: Q2 2026 in Review

Alamar Capital Management increased its AppFolio (APPF) stake by 12% in Q2 2026, buying an estimated $307K and bringing the position to 17,950 shares worth $2.88M. The position accounts for 1.46% of the portfolio, ranked #17.

Alamar Capital Management first reported a position in APPF in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.01M in Q3 2025. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Alamar Capital Management held 17,950 shares of AppFolio worth $2.88M as of Q2 2026.
  • Alamar Capital Management bought 1,925 AppFolio shares in Q2 2026, an estimated $307K.
  • AppFolio made up 1.46% of Alamar Capital Management's portfolio in Q2 2026, its #17 holding.
  • Alamar Capital Management first reported a position in AppFolio in Q1 2025 and has held it in 6 quarters since.
  • Alamar Capital Management's AppFolio position peaked at $5.01M in Q3 2025.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Alamar Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.