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Guggenheim Capital’s AppFolio APPF Stock Holding History

Guggenheim 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 		$223K Sell
1,389
-3,848
-73% -$614K ﹤0.01% 1615
2026
Q1 		$827K Buy
5,237
+3,719
+245% +$705K 0.01% 1051
2025
Q4 		$353K Sell
1,518
-266
-15% -$63.2K ﹤0.01% 1452
2025
Q3 		$492K Sell
1,784
-8
-0.4% -$2.16K ﹤0.01% 1191
2025
Q2 		$413K Sell
1,792
-146
-8% -$31.8K ﹤0.01% 1269
2025
Q1 		$426K Sell
1,938
-297
-13% -$68.1K ﹤0.01% 1276
2024
Q4 		$551K Sell
2,235
-1,112
-33% -$260K ﹤0.01% 1225
2024
Q3 		$788K Sell
3,347
-1,539
-31% -$360K 0.01% 1207
2024
Q2 		$1.19M Sell
4,886
-14,010
-74% -$3.26M 0.01% 1026
2024
Q1 		$4.66M Buy
+18,896
New +$4.07M 0.03% 579

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

Guggenheim Capital's APPF Position: Q2 2026 in Review

Guggenheim Capital reduced its AppFolio (APPF) stake by 73% in Q2 2026, selling an estimated $614K and leaving 1,389 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

Guggenheim Capital first reported a position in APPF in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.66M in Q1 2024. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Guggenheim Capital held 1,389 shares of AppFolio worth $223K as of Q2 2026.
  • Guggenheim Capital sold 3,848 AppFolio shares in Q2 2026, an estimated $614K.
  • AppFolio made up ﹤0.01% of Guggenheim Capital's portfolio in Q2 2026, its #1615 holding.
  • Guggenheim Capital first reported a position in AppFolio in Q1 2024 and has held it in 10 quarters since.
  • Guggenheim Capital's AppFolio position peaked at $4.66M in Q1 2024.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.