HMS Capital Management’s AppFolio APPF Stock Holding History

HMS Capital 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 Q3	–	Sell	-1,581	Closed	-$254K	–	127
2026 Q2	$254K	Sell	1,581 -16	-1%	-$2.56K	0.09%	111
2026 Q1	$252K	Buy	1,597 +104	+7%	+$19.7K	0.1%	106
2025 Q4	$347K	Sell	1,493 -11	-0.7%	-$2.61K	0.14%	87
2025 Q3	$415K	Sell	1,504 -34	-2%	-$9.18K	0.17%	82
2025 Q2	$354K	Sell	1,538 -52	-3%	-$11.3K	0.16%	90
2025 Q1	$341K	Hold	1,590	–	–	0.19%	81
2024 Q4	$392K	Hold	1,590	–	–	0.19%	86
2024 Q3	$374K	Hold	1,590	–	–	0.18%	88
2024 Q2	$389K	Hold	1,590	–	–	0.2%	83
2024 Q1	$392K	Buy	+1,590	New	+$343K	0.22%	82

Other funds holding APPF

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

HMS Capital Management's APPF Position: Q3 2026 in Review

HMS Capital Management sold out of AppFolio (APPF) in Q3 2026, closing a stake of 1,581 shares — an estimated $254K sold.

HMS Capital Management first reported a position in APPF in Q1 2024 and held it in 10 quarters. The position peaked at $415K in Q3 2025. 74 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

HMS Capital Management reported no remaining AppFolio position as of Q3 2026 after selling out during the quarter.
HMS Capital Management sold 1,581 AppFolio shares in Q3 2026, an estimated $254K.
HMS Capital Management first reported a position in AppFolio in Q1 2024 and held it in 10 quarters.
HMS Capital Management's AppFolio position peaked at $415K in Q3 2025.
74 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on HMS Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.