Janus Henderson Group
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Janus Henderson Group’s AppFolio APPF Stock Holding History

Janus Henderson Group’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 		$1.55M Sell
9,838
-10,034
-50% -$1.9M ﹤0.01% 1475
2025
Q4 		$4.62M Sell
19,872
-48,683
-71% -$11.6M ﹤0.01% 970
2025
Q3 		$18.9M Sell
68,555
-63,275
-48% -$17.1M 0.01% 637
2025
Q2 		$30.4M Sell
131,830
-17,349
-12% -$3.78M 0.01% 491
2025
Q1 		$33M Buy
149,179
+73,388
+97% +$16.8M 0.02% 453
2024
Q4 		$18.7M Buy
75,791
+66,438
+710% +$15.6M 0.01% 591
2024
Q3 		$2.2M Buy
9,353
+215
+2% +$50.3K ﹤0.01% 1267
2024
Q2 		$2.24M Sell
9,138
-98
-1% -$22.8K ﹤0.01% 1209
2024
Q1 		$2.28M Buy
9,236
+1
+0% +$216 ﹤0.01% 1231
2023
Q4 		$1.6M Sell
9,235
-14
-0.2% -$2.62K ﹤0.01% 1359
2023
Q3 		$1.69M Buy
9,249
+1
+0% +$181 ﹤0.01% 1283
2023
Q2 		$1.59M Sell
9,248
-6
-0.1% -$874 ﹤0.01% 1358
2023
Q1 		$1.15M Buy
9,254
+5,935
+179% +$716K ﹤0.01% 1547
2022
Q4 		$349K Hold
3,319
– – ﹤0.01% 1904
2022
Q3 		$348K Sell
3,319
-5
-0.2% -$510 ﹤0.01% 2124
2022
Q2 		$301K Sell
3,324
-13,404
-80% -$1.35M ﹤0.01% 2075
2022
Q1 		$1.89M Sell
16,728
-5,976
-26% -$688K ﹤0.01% 1249
2021
Q4 		$2.75M Buy
22,704
+3,404
+18% +$431K ﹤0.01% 1194
2021
Q3 		$2.32M Sell
19,300
-2,819
-13% -$366K ﹤0.01% 1222
2021
Q2 		$3.12M Sell
22,119
-573
-3% -$79.6K ﹤0.01% 1160
2021
Q1 		$3.21M Buy
22,692
+2,179
+11% +$338K ﹤0.01% 1098
2020
Q4 		$3.69M Buy
20,513
+5,356
+35% +$857K ﹤0.01% 1022
2020
Q3 		$2.15M Sell
15,157
-477
-3% -$73.5K ﹤0.01% 1043
2020
Q2 		$2.54M Buy
15,634
+3,736
+31% +$489K ﹤0.01% 1000
2020
Q1 		$1.32M Buy
11,898
+85
+0.7% +$10.1K ﹤0.01% 1061
2019
Q4 		$1.3M Buy
11,813
+1,801
+18% +$184K ﹤0.01% 1205
2019
Q3 		$953K Buy
10,012
+1,025
+11% +$102K ﹤0.01% 1224
2019
Q2 		$919K Buy
8,987
+5,123
+133% +$484K ﹤0.01% 1215
2019
Q1 		$307K Buy
+3,864
New +$258K ﹤0.01% 1289

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

Janus Henderson Group's APPF Position: Q1 2026 in Review

Janus Henderson Group reduced its AppFolio (APPF) stake by 50% in Q1 2026, selling an estimated $1.9M and leaving 9,838 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Janus Henderson Group first reported a position in APPF in Q1 2019 and has held it in 29 quarters since. The position peaked at $33M in Q1 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Janus Henderson Group held 9,838 shares of AppFolio worth $1.55M as of Q1 2026.
  • Janus Henderson Group sold 10,034 AppFolio shares in Q1 2026, an estimated $1.9M.
  • AppFolio made up ﹤0.01% of Janus Henderson Group's portfolio in Q1 2026, its #1475 holding.
  • Janus Henderson Group first reported a position in AppFolio in Q1 2019 and has held it in 29 quarters since.
  • Janus Henderson Group's AppFolio position peaked at $33M in Q1 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.