Jefferies Financial Group’s AppFolio APPF Stock Holding History

Jefferies Financial 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	–	Sell	-1,874	Closed	-$436K	–	1720
2025 Q4	$436K	Buy	+1,874	New	+$445K	﹤0.01%	1375
2024 Q3	–	Sell	-5,000	Closed	-$1.22M	–	1423
2024 Q2	$1.22M	Buy	+5,000	New	+$1.16M	0.01%	683
2023 Q4	–	Sell	-3,000	Closed	-$548K	–	1678
2023 Q3	$548K	Buy	+3,000	New	+$544K	﹤0.01%	1034

Other funds holding APPF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Financial Group's APPF Position: Q1 2026 in Review

Jefferies Financial Group sold out of AppFolio (APPF) in Q1 2026, closing a stake of 1,874 shares — an estimated $436K sold.

Jefferies Financial Group first reported a position in APPF in Q3 2023 and held it in 3 quarters. The position peaked at $1.22M in Q2 2024. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

Jefferies Financial Group reported no remaining AppFolio position as of Q1 2026 after selling out during the quarter.
Jefferies Financial Group sold 1,874 AppFolio shares in Q1 2026, an estimated $436K.
Jefferies Financial Group first reported a position in AppFolio in Q3 2023 and held it in 3 quarters.
Jefferies Financial Group's AppFolio position peaked at $1.22M in Q2 2024.
396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.