AMI Asset Management’s AppFolio APPF Stock Holding History

AMI Asset 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 Q1	$685K	Buy	4,339 +1,627	+60%	+$308K	0.04%	69
2025 Q4	$631K	Buy	2,712 +1	+0%	+$238	0.04%	72
2025 Q3	$747K	Sell	2,711 -7	-0.3%	-$1.89K	0.04%	70
2025 Q2	$626K	Sell	2,718 -2,314	-46%	-$504K	0.04%	75
2025 Q1	$1.11M	Sell	5,032 -239	-5%	-$54.8K	0.06%	57
2024 Q4	$1.3M	Sell	5,271 -187	-3%	-$43.8K	0.07%	58
2024 Q3	$1.28M	Sell	5,458 -330	-6%	-$77.2K	0.07%	57
2024 Q2	$1.42M	Sell	5,788 -8,071	-58%	-$1.88M	0.08%	57
2024 Q1	$3.42M	Buy	13,859 +8,282	+149%	+$1.79M	0.17%	58
2023 Q4	$966K	Buy	+5,577	New	+$1.04M	0.05%	72

Other funds holding APPF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

NCM

Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AMI Asset Management's APPF Position: Q1 2026 in Review

AMI Asset Management increased its AppFolio (APPF) stake by 60% in Q1 2026, buying an estimated $308K and bringing the position to 4,339 shares worth $685K. The position accounts for 0.04% of the portfolio, ranked #69.

AMI Asset Management first reported a position in APPF in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.42M in Q1 2024. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

AMI Asset Management held 4,339 shares of AppFolio worth $685K as of Q1 2026.
AMI Asset Management bought 1,627 AppFolio shares in Q1 2026, an estimated $308K.
AppFolio made up 0.04% of AMI Asset Management's portfolio in Q1 2026, its #69 holding.
AMI Asset Management first reported a position in AppFolio in Q4 2023 and has held it in 10 quarters since.
AMI Asset Management's AppFolio position peaked at $3.42M in Q1 2024.
396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on AMI Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.