Joel Greenblatt’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.97M | Buy |
55,947
+37,798
| +208% | +$6.04M | 0.02% | 823 |
|
|
2026
Q1 | $2.86M | Buy |
18,149
+12,355
| +213% | +$2.34M | 0.01% | 1013 |
|
|
2025
Q4 | $1.35M | Buy |
5,794
+2,212
| +62% | +$526K | ﹤0.01% | 1162 |
|
|
2025
Q3 | $987K | Buy |
3,582
+1,713
| +92% | +$463K | ﹤0.01% | 1204 |
|
|
2025
Q2 | $430K | Sell |
1,869
-511
| -21% | -$111K | ﹤0.01% | 1367 |
|
|
2025
Q1 | $523K | Sell |
2,380
-1,423
| -37% | -$326K | ﹤0.01% | 1221 |
|
|
2024
Q4 | $938K | Buy |
3,803
+824
| +28% | +$193K | 0.01% | 939 |
|
|
2024
Q3 | $701K | Sell |
2,979
-8,994
| -75% | -$2.1M | 0.01% | 1006 |
|
|
2024
Q2 | $2.93M | Buy |
11,973
+3,600
| +43% | +$839K | 0.04% | 573 |
|
|
2024
Q1 | $2.07M | Buy |
8,373
+3,883
| +86% | +$837K | 0.03% | 641 |
|
|
2023
Q4 | $778K | Sell |
4,490
-100
| -2% | -$18.7K | 0.01% | 854 |
|
|
2023
Q3 | $838K | Buy |
4,590
+352
| +8% | +$63.8K | 0.02% | 833 |
|
|
2023
Q2 | $730K | Buy |
4,238
+1,488
| +54% | +$217K | 0.02% | 860 |
|
|
2023
Q1 | $342K | Sell |
2,750
-216
| -7% | -$26.1K | 0.01% | 1088 |
|
|
2022
Q4 | $313K | Sell |
2,966
-263
| -8% | -$29.3K | 0.01% | 1025 |
|
|
2022
Q3 | $338K | Hold |
3,229
| – | – | 0.01% | 950 |
|
|
2022
Q2 | $293K | Sell |
3,229
-1
| -0% | -$101 | 0.01% | 948 |
|
|
2022
Q1 | $366K | Sell |
3,230
-53
| -2% | -$6.11K | 0.01% | 891 |
|
|
2021
Q4 | $397K | Hold |
3,283
| – | – | 0.01% | 856 |
|
|
2021
Q3 | $395K | Sell |
3,283
-252
| -7% | -$32.7K | 0.02% | 732 |
|
|
2021
Q2 | $499K | Hold |
3,535
| – | – | 0.02% | 680 |
|
|
2021
Q1 | $500K | Sell |
3,535
-67
| -2% | -$10.4K | 0.02% | 684 |
|
|
2020
Q4 | $649K | Sell |
3,602
-759
| -17% | -$121K | 0.02% | 652 |
|
|
2020
Q3 | $618K | Sell |
4,361
-338
| -7% | -$52K | 0.02% | 677 |
|
|
2020
Q2 | $765K | Sell |
4,699
-3,146
| -40% | -$412K | 0.02% | 628 |
|
|
2020
Q1 | $870K | Sell |
7,845
-6,388
| -45% | -$762K | 0.02% | 581 |
|
|
2019
Q4 | $1.56M | Sell |
14,233
-5,509
| -28% | -$562K | 0.03% | 522 |
|
|
2019
Q3 | $1.88M | Sell |
19,742
-6,581
| -25% | -$654K | 0.03% | 466 |
|
|
2019
Q2 | $2.69M | Sell |
26,323
-29,861
| -53% | -$2.82M | 0.04% | 437 |
|
|
2019
Q1 | $4.46M | Sell |
56,184
-11,785
| -17% | -$788K | 0.07% | 363 |
|
|
2018
Q4 | $4.03M | Buy |
67,969
+4,928
| +8% | +$299K | 0.06% | 371 |
|
|
2018
Q3 | $4.94M | Buy |
63,041
+625
| +1% | +$47.3K | 0.07% | 347 |
|
|
2018
Q2 | $3.82M | Sell |
62,416
-5,378
| -8% | -$293K | 0.06% | 387 |
|
|
2018
Q1 | $2.77M | Buy |
67,794
+5,989
| +10% | +$249K | 0.04% | 448 |
|
|
2017
Q4 | $2.56M | Buy |
61,805
+35,673
| +137% | +$1.6M | 0.04% | 453 |
|
|
2017
Q3 | $1.25M | Buy |
+26,132
| New | +$1.03M | 0.02% | 579 |
|
Other funds holding APPF
ACM
LCOV
NCM
Joel Greenblatt's APPF Position: Q2 2026 in Review
Joel Greenblatt increased its AppFolio (APPF) stake by 208% in Q2 2026, buying an estimated $6.04M and bringing the position to 55,947 shares worth $8.97M. The position accounts for 0.02% of the portfolio, ranked #823.
Joel Greenblatt first reported a position in APPF in Q3 2017 and has held it in 36 quarters since. 390 funds tracked by Wall St. Rank hold APPF as of Q2 2026.
- Joel Greenblatt held 55,947 shares of AppFolio worth $8.97M as of Q2 2026.
- Joel Greenblatt bought 37,798 AppFolio shares in Q2 2026, an estimated $6.04M.
- AppFolio made up 0.02% of Joel Greenblatt's portfolio in Q2 2026, its #823 holding.
- Joel Greenblatt first reported a position in AppFolio in Q3 2017 and has held it in 36 quarters since.
- 390 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.
Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.