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Dmitry Balyasny’s AppFolio APPF Stock Holding History

Dmitry Balyasny’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 		$4.53M Buy
28,239
+25,378
+887% +$4.05M 0.01% 1413
2026
Q1 		$452K Sell
2,861
-22,595
-89% -$4.28M ﹤0.01% 2407
2025
Q4 		$5.92M Buy
+25,456
New +$6.05M 0.01% 1308
2025
Q2 		– Sell
-12,896
Closed -$2.84M – 2785
2025
Q1 		$2.84M Buy
12,896
+2,268
+21% +$520K ﹤0.01% 1528
2024
Q4 		$2.62M Sell
10,628
-732
-6% -$171K ﹤0.01% 1570
2024
Q3 		$2.67M Buy
+11,360
New +$2.66M ﹤0.01% 1558
2024
Q1 		– Sell
-2,128
Closed -$369K – 2594
2023
Q4 		$369K Buy
2,128
+635
+43% +$119K ﹤0.01% 2080
2023
Q3 		$273K Sell
1,493
-9,108
-86% -$1.65M ﹤0.01% 1941
2023
Q2 		$1.82M Buy
10,601
+1,283
+14% +$187K ﹤0.01% 1409
2023
Q1 		$1.16M Buy
9,318
+9,218
+9,218% +$1.11M ﹤0.01% 1684
2022
Q4 		$10.5K Buy
+100
New +$11.1K ﹤0.01% 2554
2022
Q2 		– Sell
-12,876
Closed -$1.46M – 2727
2022
Q1 		$1.46M Buy
+12,876
New +$1.48M ﹤0.01% 1520
2021
Q1 		– Sell
-1,131
Closed -$204K – 1730
2020
Q4 		$204K Sell
1,131
-14,239
-93% -$2.28M ﹤0.01% 1228
2020
Q3 		$2.18M Sell
15,370
-1,052
-6% -$162K 0.02% 812
2020
Q2 		$2.67M Buy
16,422
+6,605
+67% +$865K 0.02% 661
2020
Q1 		$1.09M Sell
9,817
-7,174
-42% -$856K 0.01% 738
2019
Q4 		$1.87M Buy
+16,991
New +$1.73M 0.01% 768
2019
Q2 		– Sell
-3,657
Closed -$290K – 1454
2019
Q1 		$290K Buy
+3,657
New +$245K ﹤0.01% 1311
2018
Q4 		– Sell
-12,039
Closed -$944K – 1373
2018
Q3 		$944K Buy
12,039
+862
+8% +$65.2K ﹤0.01% 1197
2018
Q2 		$683K Sell
11,177
-5,344
-32% -$291K ﹤0.01% 1242
2018
Q1 		$675K Buy
16,521
+8,748
+113% +$364K ﹤0.01% 1357
2017
Q4 		$323K Buy
+7,773
New +$348K ﹤0.01% 1716

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

Dmitry Balyasny's APPF Position: Q2 2026 in Review

Dmitry Balyasny increased its AppFolio (APPF) stake by 887% in Q2 2026, buying an estimated $4.05M and bringing the position to 28,239 shares worth $4.53M. The position accounts for 0.01% of the portfolio, ranked #1413.

Dmitry Balyasny first reported a position in APPF in Q4 2017 and has held it in 22 quarters since. The position peaked at $5.92M in Q4 2025. 390 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Dmitry Balyasny held 28,239 shares of AppFolio worth $4.53M as of Q2 2026.
  • Dmitry Balyasny bought 25,378 AppFolio shares in Q2 2026, an estimated $4.05M.
  • AppFolio made up 0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1413 holding.
  • Dmitry Balyasny first reported a position in AppFolio in Q4 2017 and has held it in 22 quarters since.
  • Dmitry Balyasny's AppFolio position peaked at $5.92M in Q4 2025.
  • 390 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.