Aquatic Capital Management’s AppFolio APPF Stock Holding History

Aquatic 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 Q1	$224K	Buy	+1,417	New	+$268K	0.01%	960
2025 Q4	–	Sell	-12,844	Closed	-$3.54M	–	1389
2025 Q3	$3.54M	Buy	+12,844	New	+$3.47M	0.07%	355
2025 Q1	–	Sell	-11,833	Closed	-$2.92M	–	1250
2024 Q4	$2.92M	Buy	+11,833	New	+$2.77M	0.08%	302
2024 Q1	–	Sell	-10,200	Closed	-$1.77M	–	1205
2023 Q4	$1.77M	Buy	+10,200	New	+$1.91M	0.05%	358
2023 Q2	–	Sell	-3,100	Closed	-$386K	–	1312
2023 Q1	$386K	Buy	3,100 +1,700	+121%	+$205K	0.02%	460
2022 Q4	$147K	Buy	+1,400	New	+$156K	0.01%	805
2022 Q2	–	Sell	-200	Closed	-$23K	–	1180
2022 Q1	$23K	Buy	+200	New	+$23K	0.03%	459

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

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 $3.37T AUM 44.26% 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

Aquatic Capital Management's APPF Position: Q1 2026 in Review

Aquatic Capital Management opened a new position in AppFolio (APPF) in Q1 2026: 1,417 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #960 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in APPF as recently as Q3 2025.

Aquatic Capital Management first reported a position in APPF in Q1 2022 and has held it in 7 quarters since. The position peaked at $3.54M in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

Aquatic Capital Management held 1,417 shares of AppFolio worth $224K as of Q1 2026.
AppFolio was a new Aquatic Capital Management position in Q1 2026.
AppFolio made up 0.01% of Aquatic Capital Management's portfolio in Q1 2026, its #960 holding.
Aquatic Capital Management first reported a position in AppFolio in Q1 2022 and has held it in 7 quarters since.
Aquatic Capital Management's AppFolio position peaked at $3.54M in Q3 2025.
396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.