Jacobs Levy Equity Management
APPF icon

Jacobs Levy Equity Management’s AppFolio APPF Stock Holding History

Jacobs Levy Equity 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 		$4.28M Sell
26,708
-340,420
-93% -$54.4M 0.02% 460
2026
Q1 		$57.9M Buy
367,128
+180,735
+97% +$34.2M 0.24% 103
2025
Q4 		$43.4M Buy
186,393
+74,763
+67% +$17.8M 0.17% 124
2025
Q3 		$30.8M Sell
111,630
-19,902
-15% -$5.38M 0.12% 157
2025
Q2 		$30.3M Sell
131,532
-41,440
-24% -$9.03M 0.12% 166
2025
Q1 		$38M Buy
172,972
+169,016
+4,272% +$38.8M 0.15% 151
2024
Q4 		$976K Sell
3,956
-309
-7% -$72.3K ﹤0.01% 718
2024
Q3 		$1M Sell
4,265
-136
-3% -$31.8K ﹤0.01% 723
2024
Q2 		$1.08M Sell
4,401
-18,469
-81% -$4.3M ﹤0.01% 721
2024
Q1 		$5.64M Sell
22,870
-68,366
-75% -$14.7M 0.03% 404
2023
Q4 		$15.8M Buy
+91,236
New +$17.1M 0.08% 245
2022
Q2 		– Sell
-5,488
Closed -$621K – 997
2022
Q1 		$621K Buy
+5,488
New +$632K ﹤0.01% 832

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

Jacobs Levy Equity Management's APPF Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its AppFolio (APPF) stake by 93% in Q2 2026, selling an estimated $54.4M and leaving 26,708 shares worth $4.28M. The position accounts for 0.02% of the portfolio, ranked #460.

Jacobs Levy Equity Management first reported a position in APPF in Q1 2022 and has held it in 12 quarters since. The position peaked at $57.9M in Q1 2026. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Jacobs Levy Equity Management held 26,708 shares of AppFolio worth $4.28M as of Q2 2026.
  • Jacobs Levy Equity Management sold 340,420 AppFolio shares in Q2 2026, an estimated $54.4M.
  • AppFolio made up 0.02% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #460 holding.
  • Jacobs Levy Equity Management first reported a position in AppFolio in Q1 2022 and has held it in 12 quarters since.
  • Jacobs Levy Equity Management's AppFolio position peaked at $57.9M in Q1 2026.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.