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David Shaw’s AppFolio APPF Stock Holding History

David Shaw’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 		$882K Buy
5,500
+100
+2% +$16K ﹤0.01% 3830
2026
Q1 		$852K Sell
5,400
-3,100
-36% -$587K ﹤0.01% 3545
2025
Q4 		$1.98M Hold
8,500
– – ﹤0.01% 3064
2025
Q3 		$2.34M Buy
+8,500
New +$2.3M ﹤0.01% 2858
2020
Q3 		– Sell
-20,000
Closed -$3.25M – 3805
2020
Q2 		$3.25M Hold
20,000
– – ﹤0.01% 2013
2020
Q1 		$2.22M Hold
20,000
– – ﹤0.01% 2078
2019
Q4 		$2.2M Buy
+20,000
New +$2.04M ﹤0.01% 2386

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

David Shaw's APPF Position: Q2 2026 in Review

David Shaw reduced its AppFolio (APPF) stake by 88% in Q2 2026, selling an estimated $4.36M and leaving 3,857 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #4067.

David Shaw first reported a position in APPF in Q3 2015 and has held it in 40 quarters since. The position peaked at $16.8M in Q1 2024. 390 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • David Shaw held 3,857 shares of AppFolio worth $618K as of Q2 2026.
  • David Shaw sold 27,326 AppFolio shares in Q2 2026, an estimated $4.36M.
  • AppFolio made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #4067 holding.
  • David Shaw first reported a position in AppFolio in Q3 2015 and has held it in 40 quarters since.
  • David Shaw's AppFolio position peaked at $16.8M in Q1 2024.
  • 390 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.