Davidson Kahn Capital Management’s AppFolio APPF Stock Holding History

Davidson Kahn 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	$3.04M	Buy	18,930 +1,224	+7%	+$195K	1.3%	24
2026 Q1	$2.8M	Buy	17,706 +8,536	+93%	+$1.62M	1.49%	23
2025 Q4	$2.13M	Sell	9,170 -9	-0.1%	-$2.14K	1.11%	29
2025 Q3	$2.53M	Sell	9,179 -46	-0.5%	-$12.4K	1.41%	27
2025 Q2	$2.13M	Buy	9,225 +569	+7%	+$124K	1.36%	26
2025 Q1	$1.9M	Buy	+8,656	New	+$1.99M	1.47%	27

Other funds holding APPF

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Davidson Kahn Capital Management's APPF Position: Q2 2026 in Review

Davidson Kahn Capital Management increased its AppFolio (APPF) stake by 6.9% in Q2 2026, buying an estimated $195K and bringing the position to 18,930 shares worth $3.04M. The position accounts for 1.3% of the portfolio, ranked #24.

Davidson Kahn Capital Management first reported a position in APPF in Q1 2025 and has held it in 6 quarters since. 67 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

Davidson Kahn Capital Management held 18,930 shares of AppFolio worth $3.04M as of Q2 2026.
Davidson Kahn Capital Management bought 1,224 AppFolio shares in Q2 2026, an estimated $195K.
AppFolio made up 1.3% of Davidson Kahn Capital Management's portfolio in Q2 2026, its #24 holding.
Davidson Kahn Capital Management first reported a position in AppFolio in Q1 2025 and has held it in 6 quarters since.
67 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.