CJ
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Caitlin John’s AppFolio APPF Stock Holding History

Caitlin John’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 		$45.1K Sell
281
-1,644
-85% -$262K 0.02% 376
2026
Q1 		$304K Sell
1,925
-220
-10% -$41.7K 0.18% 105
2025
Q4 		$499K Buy
+2,145
New +$510K 0.33% 66

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

Caitlin John's APPF Position: Q2 2026 in Review

Caitlin John reduced its AppFolio (APPF) stake by 85% in Q2 2026, selling an estimated $262K and leaving 281 shares worth $45.1K. The position accounts for 0.02% of the portfolio, ranked #376.

Caitlin John first reported a position in APPF in Q4 2025 and has held it in 3 quarters since. The position peaked at $499K in Q4 2025. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Caitlin John held 281 shares of AppFolio worth $45.1K as of Q2 2026.
  • Caitlin John sold 1,644 AppFolio shares in Q2 2026, an estimated $262K.
  • AppFolio made up 0.02% of Caitlin John's portfolio in Q2 2026, its #376 holding.
  • Caitlin John first reported a position in AppFolio in Q4 2025 and has held it in 3 quarters since.
  • Caitlin John's AppFolio position peaked at $499K in Q4 2025.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.