Assenagon Asset Management
APPF icon

Assenagon Asset Management’s AppFolio APPF Stock Holding History

Assenagon 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 		$3.1M Buy
+19,303
New +$3.08M ﹤0.01% 764
2025
Q3 		– Sell
-6,923
Closed -$1.59M – 1171
2025
Q2 		$1.59M Buy
+6,923
New +$1.51M ﹤0.01% 827
2025
Q1 		– Sell
-52,007
Closed -$12.8M – 1161
2024
Q4 		$12.8M Buy
52,007
+5,985
+13% +$1.4M 0.02% 450
2024
Q3 		$10.8M Buy
46,022
+25,619
+126% +$5.99M 0.02% 519
2024
Q2 		$4.99M Sell
20,403
-134,724
-87% -$31.4M 0.01% 636
2024
Q1 		$38.3M Buy
155,127
+120,246
+345% +$25.9M 0.09% 176
2023
Q4 		$6.04M Buy
34,881
+17,706
+103% +$3.32M 0.02% 580
2023
Q3 		$3.14M Buy
+17,175
New +$3.11M 0.01% 693
2022
Q2 		– Sell
-18,305
Closed -$2.07M – 1452
2022
Q1 		$2.07M Buy
+18,305
New +$2.11M 0.01% 830
2018
Q4 		– Sell
-24,563
Closed -$1.93M – 993
2018
Q3 		$1.93M Buy
+24,563
New +$1.86M 0.02% 524

Other funds holding APPF

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Assenagon Asset Management opened a new position in AppFolio (APPF) in Q2 2026: 19,303 shares worth $3.1M. The stake represents ﹤0.01% of the portfolio and ranks #764 among its holdings. This is a return to the name: Assenagon Asset Management previously reported a position in APPF as recently as Q2 2025.

Assenagon Asset Management first reported a position in APPF in Q3 2018 and has held it in 10 quarters since. The position peaked at $38.3M in Q1 2024. 50 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Assenagon Asset Management held 19,303 shares of AppFolio worth $3.1M as of Q2 2026.
  • AppFolio was a new Assenagon Asset Management position in Q2 2026.
  • AppFolio made up ﹤0.01% of Assenagon Asset Management's portfolio in Q2 2026, its #764 holding.
  • Assenagon Asset Management first reported a position in AppFolio in Q3 2018 and has held it in 10 quarters since.
  • Assenagon Asset Management's AppFolio position peaked at $38.3M in Q1 2024.
  • 50 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Assenagon Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.