EULAV Asset Management’s AppFolio APPF Stock Holding History

EULAV Asset 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	$8.89M	Buy	55,460 +11	+0%	+$1.76K	0.28%	90
2026 Q1	$8.75M	Hold	55,449	–	–	0.28%	90
2025 Q4	$12.9M	Hold	55,449	–	–	0.34%	88
2025 Q3	$15.3M	Hold	55,449	–	–	0.36%	79
2025 Q2	$12.8M	Hold	55,449	–	–	0.3%	81
2025 Q1	$12.2M	Hold	55,449	–	–	0.3%	83
2024 Q4	$13.7M	Hold	55,449	–	–	0.33%	80
2024 Q3	$13.1M	Buy	55,449 +16,000	+41%	+$3.74M	0.32%	81
2024 Q2	$9.65M	Buy	39,449 +28,547	+262%	+$6.65M	0.26%	95
2024 Q1	$2.69M	Buy	+10,902	New	+$2.35M	0.07%	157

Other funds holding APPF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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

EULAV Asset Management's APPF Position: Q2 2026 in Review

EULAV Asset Management increased its AppFolio (APPF) stake by 0.02% in Q2 2026, buying an estimated $1.76K and bringing the position to 55,460 shares worth $8.89M. The position accounts for 0.28% of the portfolio, ranked #90.

EULAV Asset Management first reported a position in APPF in Q1 2024 and has held it in 10 quarters since. The position peaked at $15.3M in Q3 2025. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

EULAV Asset Management held 55,460 shares of AppFolio worth $8.89M as of Q2 2026.
EULAV Asset Management bought 11 AppFolio shares in Q2 2026, an estimated $1.76K.
AppFolio made up 0.28% of EULAV Asset Management's portfolio in Q2 2026, its #90 holding.
EULAV Asset Management first reported a position in AppFolio in Q1 2024 and has held it in 10 quarters since.
EULAV Asset Management's AppFolio position peaked at $15.3M in Q3 2025.
393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on EULAV Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.