Jennison Associates
APPF icon

Jennison Associates’s AppFolio APPF Stock Holding History

Jennison Associates’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 		$38.2M Buy
238,166
+162,056
+213% +$25.9M 0.02% 267
2026
Q1 		$12M Sell
76,110
-53,291
-41% -$10.1M 0.01% 370
2025
Q4 		$30.1M Buy
129,401
+4,819
+4% +$1.15M 0.02% 278
2025
Q3 		$34.3M Buy
124,582
+34,411
+38% +$9.3M 0.02% 272
2025
Q2 		$20.8M Buy
90,171
+28,986
+47% +$6.32M 0.01% 332
2025
Q1 		$13.5M Buy
61,185
+599
+1% +$137K 0.01% 367
2024
Q4 		$14.9M Sell
60,586
-28,831
-32% -$6.75M 0.01% 367
2024
Q3 		$21M Buy
89,417
+3,943
+5% +$923K 0.01% 338
2024
Q2 		$20.9M Buy
85,474
+16,999
+25% +$3.96M 0.01% 322
2024
Q1 		$16.9M Buy
68,475
+65,512
+2,211% +$14.1M 0.01% 356
2023
Q4 		$513K Buy
2,963
+925
+45% +$173K ﹤0.01% 560
2023
Q3 		$372K Buy
+2,038
New +$370K ﹤0.01% 547
2020
Q4 		– Sell
-57,275
Closed -$8.12M – 644
2020
Q3 		$8.12M Sell
57,275
-93,053
-62% -$14.3M 0.01% 397
2020
Q2 		$24.5M Buy
150,328
+1,183
+0.8% +$155K 0.02% 265
2020
Q1 		$16.5M Buy
149,145
+28,656
+24% +$3.42M 0.02% 280
2019
Q4 		$13.2M Buy
+120,489
New +$12.3M 0.01% 355

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

Jennison Associates's APPF Position: Q2 2026 in Review

Jennison Associates increased its AppFolio (APPF) stake by 213% in Q2 2026, buying an estimated $25.9M and bringing the position to 238,166 shares worth $38.2M. The position accounts for 0.02% of the portfolio, ranked #267.

Jennison Associates first reported a position in APPF in Q4 2019 and has held it in 16 quarters since. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Jennison Associates held 238,166 shares of AppFolio worth $38.2M as of Q2 2026.
  • Jennison Associates bought 162,056 AppFolio shares in Q2 2026, an estimated $25.9M.
  • AppFolio made up 0.02% of Jennison Associates's portfolio in Q2 2026, its #267 holding.
  • Jennison Associates first reported a position in AppFolio in Q4 2019 and has held it in 16 quarters since.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Jennison Associates's 13F filing for Q2 2026, filed 3 Aug 2026.