Granite Investment Partners’s AppFolio APPF Stock Holding History

Granite Investment Partners’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	$7.65M	Sell	47,738 -1,036	-2%	-$165K	0.39%	90
2026 Q1	$7.7M	Buy	+48,774	New	+$9.24M	0.47%	75
2021 Q1	–	Sell	-22,925	Closed	-$4.13M	–	275
2020 Q4	$4.13M	Sell	22,925 -1,837	-7%	-$294K	0.14%	137
2020 Q3	$3.51M	Sell	24,762 -189,040	-88%	-$29.1M	0.16%	133
2020 Q2	$34.8M	Sell	213,802 -2,312	-1%	-$303K	1.67%	6
2020 Q1	$24M	Sell	216,114 -39,582	-15%	-$4.72M	1.55%	6
2019 Q4	$28.1M	Buy	255,696 +5,838	+2%	+$595K	1.32%	9
2019 Q3	$23.8M	Buy	249,858 +3,487	+1%	+$347K	1.23%	13
2019 Q2	$25.2M	Sell	246,371 -44,699	-15%	-$4.22M	1.35%	9
2019 Q1	$23.1M	Buy	291,070 +45,127	+18%	+$3.02M	1.31%	7
2018 Q4	$14.6M	Sell	245,943 -27,693	-10%	-$1.68M	1.06%	19
2018 Q3	$21.5M	Buy	273,636 +11,238	+4%	+$850K	1.23%	11
2018 Q2	$16M	Buy	+262,398	New	+$14.3M	1.02%	22

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

Granite Investment Partners's APPF Position: Q2 2026 in Review

Granite Investment Partners reduced its AppFolio (APPF) stake by 2.1% in Q2 2026, selling an estimated $165K and leaving 47,738 shares worth $7.65M. The position accounts for 0.39% of the portfolio, ranked #90.

Granite Investment Partners first reported a position in APPF in Q2 2018 and has held it in 13 quarters since. The position peaked at $34.8M in Q2 2020. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

Granite Investment Partners held 47,738 shares of AppFolio worth $7.65M as of Q2 2026.
Granite Investment Partners sold 1,036 AppFolio shares in Q2 2026, an estimated $165K.
AppFolio made up 0.39% of Granite Investment Partners's portfolio in Q2 2026, its #90 holding.
Granite Investment Partners first reported a position in AppFolio in Q2 2018 and has held it in 13 quarters since.
Granite Investment Partners's AppFolio position peaked at $34.8M in Q2 2020.
393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Granite Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.