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Graham Capital Management’s AppFolio APPF Stock Holding History

Graham 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
Q2 		$292K Buy
+1,822
New +$291K 0.01% 908
2026
Q1 		– Sell
-3,555
Closed -$827K – 1149
2025
Q4 		$827K Buy
3,555
+1,291
+57% +$307K 0.02% 443
2025
Q3 		$624K Sell
2,264
-3,213
-59% -$868K 0.01% 538
2025
Q2 		$1.26M Sell
5,477
-6,392
-54% -$1.39M 0.02% 507
2025
Q1 		$2.61M Buy
11,869
+417
+4% +$95.7K 0.05% 253
2024
Q4 		$2.83M Sell
11,452
-2,643
-19% -$619K 0.04% 224
2024
Q3 		$3.32M Buy
14,095
+6,590
+88% +$1.54M 0.06% 176
2024
Q2 		$1.84M Sell
7,505
-6,765
-47% -$1.58M 0.04% 268
2024
Q1 		$3.52M Sell
14,270
-4,083
-22% -$880K 0.07% 157
2023
Q4 		$3.18M Buy
18,353
+7,252
+65% +$1.36M 0.07% 154
2023
Q3 		$2.03M Buy
+11,101
New +$2.01M 0.05% 212
2023
Q2 		– Sell
-2,493
Closed -$310K – 954
2023
Q1 		$310K Sell
2,493
-4,347
-64% -$524K 0.01% 880
2022
Q4 		$721K Buy
+6,840
New +$761K 0.02% 651
2022
Q2 		– Sell
-4,330
Closed -$490K – 993
2022
Q1 		$490K Buy
+4,330
New +$499K 0.02% 560

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 $3.38T AUM 44.17% 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

Graham Capital Management's APPF Position: Q2 2026 in Review

Graham Capital Management opened a new position in AppFolio (APPF) in Q2 2026: 1,822 shares worth $292K. The stake represents 0.01% of the portfolio and ranks #908 among its holdings. This is a return to the name: Graham Capital Management previously reported a position in APPF as recently as Q4 2025.

Graham Capital Management first reported a position in APPF in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.52M in Q1 2024. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Graham Capital Management held 1,822 shares of AppFolio worth $292K as of Q2 2026.
  • AppFolio was a new Graham Capital Management position in Q2 2026.
  • AppFolio made up 0.01% of Graham Capital Management's portfolio in Q2 2026, its #908 holding.
  • Graham Capital Management first reported a position in AppFolio in Q1 2022 and has held it in 14 quarters since.
  • Graham Capital Management's AppFolio position peaked at $3.52M in Q1 2024.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

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