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John Overdeck’s AppFolio APPF Stock Holding History

John Overdeck’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 		$2.56M Sell
15,972
-108,342
-87% -$17.3M ﹤0.01% 2781
2026
Q1 		$19.6M Buy
124,314
+24,438
+24% +$4.63M 0.02% 957
2025
Q4 		$23.2M Buy
99,876
+85,867
+613% +$20.4M 0.03% 653
2025
Q3 		$3.86M Buy
+14,009
New +$3.78M 0.01% 1658
2024
Q3 		– Sell
-2,022
Closed -$495K – 3104
2024
Q2 		$495K Sell
2,022
-7,229
-78% -$1.68M ﹤0.01% 2376
2024
Q1 		$2.28M Sell
9,251
-32,231
-78% -$6.95M 0.01% 1389
2023
Q4 		$7.19M Sell
41,482
-26,717
-39% -$5.01M 0.02% 818
2023
Q3 		$12.5M Buy
68,199
+42,612
+167% +$7.73M 0.03% 528
2023
Q2 		$4.4M Buy
25,587
+3,598
+16% +$524K 0.01% 978
2023
Q1 		$2.74M Sell
21,989
-673
-3% -$81.2K 0.01% 1198
2022
Q4 		$2.39M Buy
+22,662
New +$2.52M 0.01% 1222
2022
Q2 		– Sell
-32,841
Closed -$3.72M – 2491
2022
Q1 		$3.72M Buy
+32,841
New +$3.78M 0.01% 1063
2018
Q4 		– Sell
-44,974
Closed -$3.53M – 2964
2018
Q3 		$3.53M Sell
44,974
-64,188
-59% -$4.85M 0.01% 1115
2018
Q2 		$6.67M Buy
109,162
+83,321
+322% +$4.54M 0.02% 883
2018
Q1 		$1.06M Sell
25,841
-50,243
-66% -$2.09M ﹤0.01% 1971
2017
Q4 		$3.16M Sell
76,084
-5,054
-6% -$227K 0.01% 1170
2017
Q3 		$3.89M Buy
81,138
+26,679
+49% +$1.05M 0.01% 922
2017
Q2 		$1.77M Buy
54,459
+24,793
+84% +$712K 0.01% 1500
2017
Q1 		$807K Buy
+29,666
New +$709K ﹤0.01% 2053
2016
Q3 		– Sell
-12,765
Closed -$185K – 3073
2016
Q2 		$185K Buy
+12,765
New +$171K ﹤0.01% 2762

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

John Overdeck's APPF Position: Q2 2026 in Review

John Overdeck reduced its AppFolio (APPF) stake by 87% in Q2 2026, selling an estimated $17.3M and leaving 15,972 shares worth $2.56M. The position accounts for ﹤0.01% of the portfolio, ranked #2781.

John Overdeck first reported a position in APPF in Q2 2016 and has held it in 20 quarters since. The position peaked at $23.2M in Q4 2025. 390 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • John Overdeck held 15,972 shares of AppFolio worth $2.56M as of Q2 2026.
  • John Overdeck sold 108,342 AppFolio shares in Q2 2026, an estimated $17.3M.
  • AppFolio made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2781 holding.
  • John Overdeck first reported a position in AppFolio in Q2 2016 and has held it in 20 quarters since.
  • John Overdeck's AppFolio position peaked at $23.2M in Q4 2025.
  • 390 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.