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 Q2	$635K	Sell	3,963 -376	-9%	-$60K	0.04%	82
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 $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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

AMI Asset Management's APPF Position: Q2 2026 in Review

AMI Asset Management reduced its AppFolio (APPF) stake by 8.7% in Q2 2026, selling an estimated $60K and leaving 3,963 shares worth $635K. The position accounts for 0.04% of the portfolio, ranked #82.

AMI Asset Management first reported a position in APPF in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.42M in Q1 2024. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

AMI Asset Management held 3,963 shares of AppFolio worth $635K as of Q2 2026.
AMI Asset Management sold 376 AppFolio shares in Q2 2026, an estimated $60K.
AppFolio made up 0.04% of AMI Asset Management's portfolio in Q2 2026, its #82 holding.
AMI Asset Management first reported a position in AppFolio in Q4 2023 and has held it in 11 quarters since.
AMI Asset Management's AppFolio position peaked at $3.42M in Q1 2024.
394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on AMI Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.