I
APPF icon

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
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 $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

InceptionR's APPF Position: Q1 2026 in Review

InceptionR opened a new position in AppFolio (APPF) in Q1 2026: 4,040 shares worth $638K. The stake represents 0.15% of the portfolio and ranks #233 among its holdings. This is a return to the name: InceptionR previously reported a position in APPF as recently as Q4 2024.

InceptionR first reported a position in APPF in Q1 2024 and has held it in 4 quarters since. The position peaked at $749K in Q3 2024. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • InceptionR held 4,040 shares of AppFolio worth $638K as of Q1 2026.
  • AppFolio was a new InceptionR position in Q1 2026.
  • AppFolio made up 0.15% of InceptionR's portfolio in Q1 2026, its #233 holding.
  • InceptionR first reported a position in AppFolio in Q1 2024 and has held it in 4 quarters since.
  • InceptionR's AppFolio position peaked at $749K in Q3 2024.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.