Atika Capital Management’s AppFolio APPF Stock Holding History

Atika 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	$7.5M	Buy	47,500 +3,000	+7%	+$568K	0.94%	30
2025 Q4	$10.4M	Hold	44,500	–	–	1.09%	28
2025 Q3	$12.3M	Hold	44,500	–	–	0.99%	34
2025 Q2	$10.2M	Hold	44,500	–	–	1.02%	27
2025 Q1	$9.79M	Sell	44,500 -12,800	-22%	-$2.94M	1.38%	24
2024 Q4	$14.1M	Sell	57,300 -1,700	-3%	-$398K	1.5%	17
2024 Q3	$13.9M	Hold	59,000	–	–	1.42%	22
2024 Q2	$14.4M	Sell	59,000 -10,000	-14%	-$2.33M	1.41%	19
2024 Q1	$17M	Buy	69,000 +8,000	+13%	+$1.73M	1.68%	14
2023 Q4	$10.6M	Sell	61,000 -22,500	-27%	-$4.22M	1.42%	27
2023 Q3	$15.2M	Buy	83,500 +20,000	+31%	+$3.63M	2%	17
2023 Q2	$10.9M	Buy	+63,500	New	+$9.25M	1.09%	35

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

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

Atika Capital Management increased its AppFolio (APPF) stake by 6.7% in Q1 2026, buying an estimated $568K and bringing the position to 47,500 shares worth $7.5M. The position accounts for 0.94% of the portfolio, ranked #30.

Atika Capital Management first reported a position in APPF in Q2 2023 and has held it in 12 quarters since. The position peaked at $17M in Q1 2024. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

Atika Capital Management held 47,500 shares of AppFolio worth $7.5M as of Q1 2026.
Atika Capital Management bought 3,000 AppFolio shares in Q1 2026, an estimated $568K.
AppFolio made up 0.94% of Atika Capital Management's portfolio in Q1 2026, its #30 holding.
Atika Capital Management first reported a position in AppFolio in Q2 2023 and has held it in 12 quarters since.
Atika Capital Management's AppFolio position peaked at $17M in Q1 2024.
396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Atika Capital Management's 13F filing for Q1 2026, filed 14 May 2026.