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Brown Capital Management’s AppFolio APPF Stock Holding History

Brown 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 		$16M Sell
99,549
-8,585
-8% -$1.37M 3.19% 13
2026
Q1 		$17.1M Sell
108,134
-43,989
-29% -$8.33M 2.42% 17
2025
Q4 		$35.4M Sell
152,123
-189,819
-56% -$45.1M 2.9% 10
2025
Q3 		$94.3M Sell
341,942
-236,803
-41% -$64M 3.88% 6
2025
Q2 		$133M Sell
578,745
-33,084
-5% -$7.21M 3.88% 6
2025
Q1 		$135M Sell
611,829
-70,204
-10% -$16.1M 4.06% 5
2024
Q4 		$168M Sell
682,033
-122,612
-15% -$28.7M 3.9% 8
2024
Q3 		$189M Sell
804,645
-105,534
-12% -$24.7M 4.08% 8
2024
Q2 		$223M Sell
910,179
-225,753
-20% -$52.6M 4.5% 6
2024
Q1 		$280M Sell
1,135,932
-449,628
-28% -$97M 4.96% 1
2023
Q4 		$275M Sell
1,585,560
-225,038
-12% -$42.2M 4.12% 8
2023
Q3 		$331M Sell
1,810,598
-183,377
-9% -$33.3M 5.07% 1
2023
Q2 		$343M Sell
1,993,975
-714,582
-26% -$104M 4.87% 2
2023
Q1 		$337M Sell
2,708,557
-92,118
-3% -$11.1M 5.04% 2
2022
Q4 		$295M Sell
2,800,675
-354,841
-11% -$39.5M 4.88% 3
2022
Q3 		$330M Sell
3,155,516
-14,505
-0.5% -$1.48M 4.63% 5
2022
Q2 		$287M Sell
3,170,021
-131,264
-4% -$13.2M 3.85% 11
2022
Q1 		$374M Buy
3,301,285
+7,606
+0.2% +$876K 3.72% 12
2021
Q4 		$399M Sell
3,293,679
-13,594
-0.4% -$1.72M 3.3% 13
2021
Q3 		$398M Sell
3,307,273
-88,371
-3% -$11.5M 3.26% 13
2021
Q2 		$479M Buy
3,395,644
+535,970
+19% +$74.4M 3.63% 14
2021
Q1 		$404M Buy
2,859,674
+216,928
+8% +$33.7M 3.01% 14
2020
Q4 		$476M Buy
2,642,746
+5,944
+0.2% +$951K 3.29% 14
2020
Q3 		$374M Buy
2,636,802
+1,015
+0% +$156K 3.1% 16
2020
Q2 		$429M Buy
2,635,787
+819,234
+45% +$107M 3.69% 9
2020
Q1 		$202M Buy
1,816,553
+192,099
+12% +$22.9M 2.34% 20
2019
Q4 		$179M Buy
1,624,454
+121,365
+8% +$12.4M 1.71% 26
2019
Q3 		$143M Buy
1,503,089
+574,360
+62% +$57.1M 1.39% 27
2019
Q2 		$95M Buy
+928,729
New +$87.8M 0.9% 32

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

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

Brown Capital Management reduced its AppFolio (APPF) stake by 7.9% in Q2 2026, selling an estimated $1.37M and leaving 99,549 shares worth $16M. The position accounts for 3.19% of the portfolio, ranked #13.

Brown Capital Management first reported a position in APPF in Q2 2019 and has held it in 29 quarters since. The position peaked at $479M in Q2 2021. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Brown Capital Management held 99,549 shares of AppFolio worth $16M as of Q2 2026.
  • Brown Capital Management sold 8,585 AppFolio shares in Q2 2026, an estimated $1.37M.
  • AppFolio made up 3.19% of Brown Capital Management's portfolio in Q2 2026, its #13 holding.
  • Brown Capital Management first reported a position in AppFolio in Q2 2019 and has held it in 29 quarters since.
  • Brown Capital Management's AppFolio position peaked at $479M in Q2 2021.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Brown Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.