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
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

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

HMS Capital Management's APPF Position: Q2 2026 in Review

HMS Capital Management reduced its AppFolio (APPF) stake by 1% in Q2 2026, selling an estimated $2.56K and leaving 1,581 shares worth $254K. The position accounts for 0.09% of the portfolio, ranked #111.

HMS Capital Management first reported a position in APPF in Q1 2024 and has held it in 10 quarters since. The position peaked at $415K in Q3 2025. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • HMS Capital Management held 1,581 shares of AppFolio worth $254K as of Q2 2026.
  • HMS Capital Management sold 16 AppFolio shares in Q2 2026, an estimated $2.56K.
  • AppFolio made up 0.09% of HMS Capital Management's portfolio in Q2 2026, its #111 holding.
  • HMS Capital Management first reported a position in AppFolio in Q1 2024 and has held it in 10 quarters since.
  • HMS Capital Management's AppFolio position peaked at $415K in Q3 2025.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on HMS Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.