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Caledonia Investments (Australia)’s AppFolio APPF Stock Holding History

Caledonia Investments (Australia)’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 		$46.6M Sell
290,462
-37,815
-12% -$6.04M 1.59% 8
2026
Q1 		$51.8M Sell
328,277
-4,358
-1% -$826K 1.51% 9
2025
Q4 		$77.4M Buy
332,635
+104,609
+46% +$24.9M 1.48% 8
2025
Q3 		$62.9M Sell
228,026
-10,854
-5% -$2.93M 1.02% 11
2025
Q2 		$55M Buy
+238,880
New +$52.1M 0.87% 11

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

Caledonia Investments (Australia)'s APPF Position: Q2 2026 in Review

Caledonia Investments (Australia) reduced its AppFolio (APPF) stake by 12% in Q2 2026, selling an estimated $6.04M and leaving 290,462 shares worth $46.6M. The position accounts for 1.59% of the portfolio, ranked #8.

Caledonia Investments (Australia) first reported a position in APPF in Q2 2025 and has held it in 5 quarters since. The position peaked at $77.4M in Q4 2025. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Caledonia Investments (Australia) held 290,462 shares of AppFolio worth $46.6M as of Q2 2026.
  • Caledonia Investments (Australia) sold 37,815 AppFolio shares in Q2 2026, an estimated $6.04M.
  • AppFolio made up 1.59% of Caledonia Investments (Australia)'s portfolio in Q2 2026, its #8 holding.
  • Caledonia Investments (Australia) first reported a position in AppFolio in Q2 2025 and has held it in 5 quarters since.
  • Caledonia Investments (Australia)'s AppFolio position peaked at $77.4M in Q4 2025.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Caledonia Investments (Australia)'s 13F filing for Q2 2026, filed 14 Aug 2026.