Greenstone Partners & Co’s AppFolio APPF Stock Holding History

Greenstone Partners & 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 Q2	$43.9M	Buy	273,617 +120	+0%	+$19.2K	10.14%	6
2026 Q1	$43.2M	Buy	273,497 +85,888	+46%	+$16.3M	10.93%	4
2025 Q4	$43.6M	Buy	187,609 +54,833	+41%	+$13M	8.48%	4
2025 Q3	$36.6M	Sell	132,776 -1,453	-1%	-$392K	6.69%	4
2025 Q2	$30.9M	Buy	134,229 +22,489	+20%	+$4.9M	7.24%	6
2025 Q1	$24.6M	Sell	111,740 -1,327	-1%	-$304K	6.52%	7
2024 Q4	$27.9M	Hold	113,067	–	–	6.55%	5
2024 Q3	$26.6M	Hold	113,067	–	–	9.29%	5
2024 Q2	$27.7M	Hold	113,067	–	–	11.55%	2
2024 Q1	$27.9M	Hold	113,067	–	–	12.52%	3
2023 Q4	$19.6M	Hold	113,067	–	–	10.94%	4
2023 Q3	$20.6M	Hold	113,067	–	–	13.67%	2
2023 Q2	$19.5M	Sell	113,067 -2,611	-2%	-$380K	13.31%	2
2023 Q1	$14.4M	Hold	115,678	–	–	10.89%	5
2022 Q4	$12.2M	Hold	115,678	–	–	11.4%	3
2022 Q3	$12.1M	Buy	115,678 +12,710	+12%	+$1.3M	12.17%	3
2022 Q2	$9.33M	Buy	102,968 +19,194	+23%	+$1.94M	9.95%	5
2022 Q1	$9.48M	Buy	83,774 +27,652	+49%	+$3.19M	8.14%	8
2021 Q4	$6.79M	Hold	56,122	–	–	4.92%	11
2021 Q3	$6.76M	Hold	56,122	–	–	5.08%	11
2021 Q2	$7.92M	Hold	56,122	–	–	5.97%	9
2021 Q1	$7.94M	Hold	56,122	–	–	6.69%	9
2020 Q4	$10.1M	Buy	+56,122	New	+$8.98M	8.67%	7

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

Greenstone Partners & Co's APPF Position: Q2 2026 in Review

Greenstone Partners & Co increased its AppFolio (APPF) stake by 0.04% in Q2 2026, buying an estimated $19.2K and bringing the position to 273,617 shares worth $43.9M. The position accounts for 10.14% of the portfolio, ranked #6.

Greenstone Partners & Co first reported a position in APPF in Q4 2020 and has held it in 23 quarters since. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

Greenstone Partners & Co held 273,617 shares of AppFolio worth $43.9M as of Q2 2026.
Greenstone Partners & Co bought 120 AppFolio shares in Q2 2026, an estimated $19.2K.
AppFolio made up 10.14% of Greenstone Partners & Co's portfolio in Q2 2026, its #6 holding.
Greenstone Partners & Co first reported a position in AppFolio in Q4 2020 and has held it in 23 quarters since.
393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Greenstone Partners & Co's 13F filing for Q2 2026, filed 14 Aug 2026.