DCM
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DGS Capital Management’s AppFolio APPF Stock Holding History

DGS 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
Q1 		$455K Buy
2,883
+158
+6% +$29.9K 0.07% 260
2025
Q4 		$634K Sell
2,725
-17
-0.6% -$4.04K 0.11% 168
2025
Q3 		$756K Sell
2,742
-294
-10% -$79.4K 0.14% 141
2025
Q2 		$699K Buy
3,036
+18
+0.6% +$3.92K 0.14% 139
2025
Q1 		$664K Sell
3,018
-954
-24% -$219K 0.17% 120
2024
Q4 		$980K Sell
3,972
-1,274
-24% -$298K 0.25% 73
2024
Q3 		$1.23M Hold
5,246
– – 0.33% 55
2024
Q2 		$1.28M Buy
5,246
+1
+0% +$233 0.36% 44
2024
Q1 		$1.29M Buy
+5,245
New +$1.13M 0.37% 40

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
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
NCM
Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DGS Capital Management's APPF Position: Q1 2026 in Review

DGS Capital Management increased its AppFolio (APPF) stake by 5.8% in Q1 2026, buying an estimated $29.9K and bringing the position to 2,883 shares worth $455K. The position accounts for 0.07% of the portfolio, ranked #260.

DGS Capital Management first reported a position in APPF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.29M in Q1 2024. 399 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • DGS Capital Management held 2,883 shares of AppFolio worth $455K as of Q1 2026.
  • DGS Capital Management bought 158 AppFolio shares in Q1 2026, an estimated $29.9K.
  • AppFolio made up 0.07% of DGS Capital Management's portfolio in Q1 2026, its #260 holding.
  • DGS Capital Management first reported a position in AppFolio in Q1 2024 and has held it in 9 quarters since.
  • DGS Capital Management's AppFolio position peaked at $1.29M in Q1 2024.
  • 399 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.