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Gilder Gagnon Howe & Co’s AppFolio APPF Stock Holding History

Gilder Gagnon Howe & 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
Q1 		$41.9M Sell
265,330
-154,101
-37% -$29.2M 0.5% 56
2025
Q4 		$97.6M Sell
419,431
-98,319
-19% -$23.4M 1.03% 28
2025
Q3 		$143M Sell
517,750
-7,584
-1% -$2.05M 1.45% 17
2025
Q2 		$121M Sell
525,334
-7,266
-1% -$1.58M 1.28% 18
2025
Q1 		$117M Sell
532,600
-40,317
-7% -$9.25M 1.53% 14
2024
Q4 		$141M Buy
572,917
+25,566
+5% +$5.99M 1.52% 16
2024
Q3 		$129M Sell
547,351
-12,645
-2% -$2.96M 1.54% 15
2024
Q2 		$137M Sell
559,996
-9,436
-2% -$2.2M 1.72% 15
2024
Q1 		$141M Buy
569,432
+148,123
+35% +$31.9M 1.76% 15
2023
Q4 		$73M Buy
421,309
+15,283
+4% +$2.86M 1% 30
2023
Q3 		$74.2M Buy
406,026
+19,495
+5% +$3.54M 1.13% 29
2023
Q2 		$66.5M Sell
386,531
-4,421
-1% -$644K 0.91% 32
2023
Q1 		$48.7M Sell
390,952
-6,505
-2% -$785K 0.81% 39
2022
Q4 		$41.9M Buy
397,457
+117
+0% +$13K 0.78% 41
2022
Q3 		$41.6M Sell
397,340
-962
-0.2% -$98.1K 0.73% 43
2022
Q2 		$36.1M Sell
398,302
-369
-0.1% -$37.2K 0.64% 46
2022
Q1 		$45.1M Sell
398,671
-1,878
-0.5% -$216K 0.42% 69
2021
Q4 		$48.5M Sell
400,549
-6,827
-2% -$865K 0.28% 89
2021
Q3 		$49M Buy
407,376
+4,582
+1% +$595K 0.25% 93
2021
Q2 		$56.9M Sell
402,794
-3,251
-0.8% -$451K 0.28% 94
2021
Q1 		$57.4M Sell
406,045
-32,158
-7% -$4.99M 0.31% 89
2020
Q4 		$78.9M Sell
438,203
-6,624
-1% -$1.06M 0.39% 79
2020
Q3 		$63.1M Sell
444,827
-13,378
-3% -$2.06M 0.39% 75
2020
Q2 		$74.6M Sell
458,205
-20,096
-4% -$2.63M 0.58% 59
2020
Q1 		$53.1M Sell
478,301
-4,970
-1% -$593K 0.64% 60
2019
Q4 		$53.1M Sell
483,271
-2,369
-0.5% -$242K 0.55% 64
2019
Q3 		$46.2M Buy
485,640
+254,874
+110% +$25.3M 0.53% 64
2019
Q2 		$23.6M Buy
230,766
+228,914
+12,360% +$21.6M 0.24% 94
2019
Q1 		$147K Buy
+1,852
New +$124K ﹤0.01% 255

Other funds holding APPF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gilder Gagnon Howe & Co's APPF Position: Q1 2026 in Review

Gilder Gagnon Howe & Co reduced its AppFolio (APPF) stake by 37% in Q1 2026, selling an estimated $29.2M and leaving 265,330 shares worth $41.9M. The position accounts for 0.5% of the portfolio, ranked #56.

Gilder Gagnon Howe & Co first reported a position in APPF in Q1 2019 and has held it in 29 quarters since. The position peaked at $143M in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Gilder Gagnon Howe & Co held 265,330 shares of AppFolio worth $41.9M as of Q1 2026.
  • Gilder Gagnon Howe & Co sold 154,101 AppFolio shares in Q1 2026, an estimated $29.2M.
  • AppFolio made up 0.5% of Gilder Gagnon Howe & Co's portfolio in Q1 2026, its #56 holding.
  • Gilder Gagnon Howe & Co first reported a position in AppFolio in Q1 2019 and has held it in 29 quarters since.
  • Gilder Gagnon Howe & Co's AppFolio position peaked at $143M in Q3 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Gilder Gagnon Howe & Co's 13F filing for Q1 2026, filed 15 May 2026.