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DF Dent & Co’s AppFolio APPF Stock Holding History

DF Dent & Co’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 		$51.1M Sell
318,951
-1,561
-0.5% -$249K 0.97% 30
2026
Q1 		$50.6M Sell
320,512
-80,982
-20% -$15.3M 0.97% 35
2025
Q4 		$93.4M Sell
401,494
-26,104
-6% -$6.2M 1.34% 25
2025
Q3 		$118M Sell
427,598
-67,220
-14% -$18.2M 1.52% 24
2025
Q2 		$114M Buy
494,818
+102,915
+26% +$22.4M 1.45% 25
2025
Q1 		$86.2M Sell
391,903
-22,065
-5% -$5.06M 1.15% 33
2024
Q4 		$102M Buy
413,968
+62,277
+18% +$14.6M 1.29% 29
2024
Q3 		$82.8M Buy
351,691
+32,181
+10% +$7.53M 1.01% 33
2024
Q2 		$78.1M Sell
319,510
-66,402
-17% -$15.5M 1.01% 33
2024
Q1 		$95.2M Buy
385,912
+31,855
+9% +$6.87M 1.16% 31
2023
Q4 		$61.3M Sell
354,057
-9,842
-3% -$1.84M 0.81% 42
2023
Q3 		$66.5M Sell
363,899
-4,720
-1% -$856K 0.97% 34
2023
Q2 		$63.5M Sell
368,619
-11,187
-3% -$1.63M 0.86% 38
2023
Q1 		$47.3M Buy
379,806
+220,680
+139% +$26.6M 0.67% 44
2022
Q4 		$16.8M Buy
+159,126
New +$17.7M 0.25% 62

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

DF Dent & Co's APPF Position: Q2 2026 in Review

DF Dent & Co reduced its AppFolio (APPF) stake by 0.49% in Q2 2026, selling an estimated $249K and leaving 318,951 shares worth $51.1M. The position accounts for 0.97% of the portfolio, ranked #30.

DF Dent & Co first reported a position in APPF in Q4 2022 and has held it in 15 quarters since. The position peaked at $118M in Q3 2025. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • DF Dent & Co held 318,951 shares of AppFolio worth $51.1M as of Q2 2026.
  • DF Dent & Co sold 1,561 AppFolio shares in Q2 2026, an estimated $249K.
  • AppFolio made up 0.97% of DF Dent & Co's portfolio in Q2 2026, its #30 holding.
  • DF Dent & Co first reported a position in AppFolio in Q4 2022 and has held it in 15 quarters since.
  • DF Dent & Co's AppFolio position peaked at $118M in Q3 2025.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on DF Dent & Co's 13F filing for Q2 2026, filed 14 Aug 2026.