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Crosslink Capital’s AppFolio APPF Stock Holding History

Crosslink Capital’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 		$15M Buy
93,340
+21,850
+31% +$3.49M 1.11% 18
2026
Q1 		$11.3M Buy
71,490
+46,465
+186% +$8.8M 1.1% 16
2025
Q4 		$5.82M Buy
+25,025
New +$5.95M 0.45% 20
2025
Q1 		– Sell
-61,534
Closed -$15.2M – 19
2024
Q4 		$15.2M Buy
+61,534
New +$14.4M 2.11% 15

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

Crosslink Capital's APPF Position: Q2 2026 in Review

Crosslink Capital increased its AppFolio (APPF) stake by 31% in Q2 2026, buying an estimated $3.49M and bringing the position to 93,340 shares worth $15M. The position accounts for 1.11% of the portfolio, ranked #18.

Crosslink Capital first reported a position in APPF in Q4 2024 and has held it in 4 quarters since. The position peaked at $15.2M in Q4 2024. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Crosslink Capital held 93,340 shares of AppFolio worth $15M as of Q2 2026.
  • Crosslink Capital bought 21,850 AppFolio shares in Q2 2026, an estimated $3.49M.
  • AppFolio made up 1.11% of Crosslink Capital's portfolio in Q2 2026, its #18 holding.
  • Crosslink Capital first reported a position in AppFolio in Q4 2024 and has held it in 4 quarters since.
  • Crosslink Capital's AppFolio position peaked at $15.2M in Q4 2024.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Crosslink Capital's 13F filing for Q2 2026, filed 14 Aug 2026.