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Isthmus Partners’s AppFolio APPF Stock Holding History

Isthmus Partners’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 		$1.92M Buy
+11,995
New +$1.92M 0.19% 114

Other funds holding APPF

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Isthmus Partners's APPF Position: Q2 2026 in Review

Isthmus Partners opened a new position in AppFolio (APPF) in Q2 2026: 11,995 shares worth $1.92M. The stake represents 0.19% of the portfolio and ranks #114 among its holdings.

52 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Isthmus Partners held 11,995 shares of AppFolio worth $1.92M as of Q2 2026.
  • AppFolio was a new Isthmus Partners position in Q2 2026.
  • AppFolio made up 0.19% of Isthmus Partners's portfolio in Q2 2026, its #114 holding.
  • 52 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.