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Baker Avenue Asset Management’s AppFolio APPF Stock Holding History

Baker Avenue 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 		$4.39M Buy
27,360
+11,669
+74% +$1.86M 0.08% 163
2026
Q1 		$2.48M Buy
15,691
+361
+2% +$68.4K 0.06% 194
2025
Q4 		$3.57M Sell
15,330
-821
-5% -$195K 0.08% 156
2025
Q3 		$4.45M Sell
16,151
-286
-2% -$77.3K 0.11% 137
2025
Q2 		$3.79M Sell
16,437
-5,925
-26% -$1.29M 0.11% 138
2025
Q1 		$4.92M Sell
22,362
-78
-0.3% -$17.9K 0.15% 121
2024
Q4 		$5.54M Buy
22,440
+957
+4% +$224K 0.17% 107
2024
Q3 		$5.06M Buy
21,483
+3,038
+16% +$711K 0.16% 109
2024
Q2 		$4.51M Sell
18,445
-1,407
-7% -$328K 0.15% 108
2024
Q1 		$4.9M Buy
19,852
+467
+2% +$101K 0.19% 100
2023
Q4 		$3.36M Buy
19,385
+1,137
+6% +$213K 0.15% 116
2023
Q3 		$3.33M Sell
18,248
-3,662
-17% -$664K 0.17% 110
2023
Q2 		$3.77M Sell
21,910
-6,819
-24% -$993K 0.19% 103
2023
Q1 		$3.58M Buy
28,729
+518
+2% +$62.5K 0.19% 102
2022
Q4 		$2.97M Buy
28,211
+2,283
+9% +$254K 0.18% 107
2022
Q3 		$2.71M Buy
+25,928
New +$2.64M 0.17% 105

Other funds holding APPF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
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
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

Baker Avenue Asset Management's APPF Position: Q2 2026 in Review

Baker Avenue Asset Management increased its AppFolio (APPF) stake by 74% in Q2 2026, buying an estimated $1.86M and bringing the position to 27,360 shares worth $4.39M. The position accounts for 0.08% of the portfolio, ranked #163.

Baker Avenue Asset Management first reported a position in APPF in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.54M in Q4 2024. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Baker Avenue Asset Management held 27,360 shares of AppFolio worth $4.39M as of Q2 2026.
  • Baker Avenue Asset Management bought 11,669 AppFolio shares in Q2 2026, an estimated $1.86M.
  • AppFolio made up 0.08% of Baker Avenue Asset Management's portfolio in Q2 2026, its #163 holding.
  • Baker Avenue Asset Management first reported a position in AppFolio in Q3 2022 and has held it in 16 quarters since.
  • Baker Avenue Asset Management's AppFolio position peaked at $5.54M in Q4 2024.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.