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Ground Swell Capital’s AppFolio APPF Stock Holding History

Ground Swell Capital’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 		$311K Buy
+1,942
New +$310K 0.34% 36
2025
Q2 		– Sell
-928
Closed -$204K – 148
2025
Q1 		$204K Buy
+928
New +$213K 0.44% 103

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 $3.37T AUM 44.26% 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

Ground Swell Capital's APPF Position: Q2 2026 in Review

Ground Swell Capital opened a new position in AppFolio (APPF) in Q2 2026: 1,942 shares worth $311K. The stake represents 0.34% of the portfolio and ranks #36 among its holdings. This is a return to the name: Ground Swell Capital previously reported a position in APPF as recently as Q1 2025.

Ground Swell Capital first reported a position in APPF in Q1 2025 and has held it in 2 quarters since. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Ground Swell Capital held 1,942 shares of AppFolio worth $311K as of Q2 2026.
  • AppFolio was a new Ground Swell Capital position in Q2 2026.
  • AppFolio made up 0.34% of Ground Swell Capital's portfolio in Q2 2026, its #36 holding.
  • Ground Swell Capital first reported a position in AppFolio in Q1 2025 and has held it in 2 quarters since.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Ground Swell Capital's 13F filing for Q2 2026, filed 5 Aug 2026.