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 Q2	–	Sell	-1,417	Closed	-$224K	–	1242
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

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 $3.38T AUM 44.17% 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

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

Aquatic Capital Management sold out of AppFolio (APPF) in Q2 2026, closing a stake of 1,417 shares — an estimated $224K sold.

Aquatic Capital Management first reported a position in APPF in Q1 2022 and held it in 7 quarters. The position peaked at $3.54M in Q3 2025. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

Aquatic Capital Management reported no remaining AppFolio position as of Q2 2026 after selling out during the quarter.
Aquatic Capital Management sold 1,417 AppFolio shares in Q2 2026, an estimated $224K.
Aquatic Capital Management first reported a position in AppFolio in Q1 2022 and held it in 7 quarters.
Aquatic Capital Management's AppFolio position peaked at $3.54M in Q3 2025.
394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.