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InceptionR’s AppFolio APPF Stock Holding History

InceptionR’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 		$948K Buy
5,912
+1,872
+46% +$299K 0.23% 141
2026
Q1 		$638K Buy
+4,040
New +$765K 0.15% 233
2025
Q1 		– Sell
-2,240
Closed -$553K – 540
2024
Q4 		$553K Sell
2,240
-943
-30% -$221K 0.12% 306
2024
Q3 		$749K Buy
+3,183
New +$745K 0.18% 218
2024
Q2 		– Sell
-2,493
Closed -$615K – 589
2024
Q1 		$615K Buy
+2,493
New +$538K 0.16% 251

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

InceptionR's APPF Position: Q2 2026 in Review

InceptionR increased its AppFolio (APPF) stake by 46% in Q2 2026, buying an estimated $299K and bringing the position to 5,912 shares worth $948K. The position accounts for 0.23% of the portfolio, ranked #141.

InceptionR first reported a position in APPF in Q1 2024 and has held it in 5 quarters since. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • InceptionR held 5,912 shares of AppFolio worth $948K as of Q2 2026.
  • InceptionR bought 1,872 AppFolio shares in Q2 2026, an estimated $299K.
  • AppFolio made up 0.23% of InceptionR's portfolio in Q2 2026, its #141 holding.
  • InceptionR first reported a position in AppFolio in Q1 2024 and has held it in 5 quarters since.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.