GW&K Investment Management’s AppFolio APPF Stock Holding History

GW&K Investment 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	$20.1M	Sell	125,191 -1,500	-1%	-$240K	0.16%	221
2026 Q1	$20M	Sell	126,691 -22,396	-15%	-$4.24M	0.18%	195
2025 Q4	$34.7M	Buy	149,087 +5,684	+4%	+$1.35M	0.3%	131
2025 Q3	$39.5M	Sell	143,403 -22,004	-13%	-$5.94M	0.35%	108
2025 Q2	$38.1M	Sell	165,407 -16,242	-9%	-$3.54M	0.34%	114
2025 Q1	$39.9M	Sell	181,649 -6,982	-4%	-$1.6M	0.37%	106
2024 Q4	$46.5M	Sell	188,631 -73,826	-28%	-$17.3M	0.4%	94
2024 Q3	$61.8M	Sell	262,457 -11,564	-4%	-$2.71M	0.53%	63
2024 Q2	$67M	Sell	274,021 -8,784	-3%	-$2.05M	0.61%	42
2024 Q1	$69.8M	Sell	282,805 -5,426	-2%	-$1.17M	0.62%	39
2023 Q4	$49.9M	Sell	288,231 -55,921	-16%	-$10.5M	0.47%	77
2023 Q3	$62.9M	Buy	344,152 +2,096	+0.6%	+$380K	0.63%	39
2023 Q2	$58.9M	Buy	342,056 +16,231	+5%	+$2.36M	0.56%	55
2023 Q1	$40.6M	Buy	+325,825	New	+$39.3M	0.39%	109

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

GW&K Investment Management's APPF Position: Q2 2026 in Review

GW&K Investment Management reduced its AppFolio (APPF) stake by 1.2% in Q2 2026, selling an estimated $240K and leaving 125,191 shares worth $20.1M. The position accounts for 0.16% of the portfolio, ranked #221.

GW&K Investment Management first reported a position in APPF in Q1 2023 and has held it in 14 quarters since. The position peaked at $69.8M in Q1 2024. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

GW&K Investment Management held 125,191 shares of AppFolio worth $20.1M as of Q2 2026.
GW&K Investment Management sold 1,500 AppFolio shares in Q2 2026, an estimated $240K.
AppFolio made up 0.16% of GW&K Investment Management's portfolio in Q2 2026, its #221 holding.
GW&K Investment Management first reported a position in AppFolio in Q1 2023 and has held it in 14 quarters since.
GW&K Investment Management's AppFolio position peaked at $69.8M in Q1 2024.
395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.