HCM
APPF icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HMS Capital Management's APPF Position: Q1 2026 in Review

HMS Capital Management increased its AppFolio (APPF) stake by 7% in Q1 2026, buying an estimated $19.7K and bringing the position to 1,597 shares worth $252K. The position accounts for 0.1% of the portfolio, ranked #106.

HMS Capital Management first reported a position in APPF in Q1 2024 and has held it in 9 quarters since. The position peaked at $415K in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • HMS Capital Management held 1,597 shares of AppFolio worth $252K as of Q1 2026.
  • HMS Capital Management bought 104 AppFolio shares in Q1 2026, an estimated $19.7K.
  • AppFolio made up 0.1% of HMS Capital Management's portfolio in Q1 2026, its #106 holding.
  • HMS Capital Management first reported a position in AppFolio in Q1 2024 and has held it in 9 quarters since.
  • HMS Capital Management's AppFolio position peaked at $415K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on HMS Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.