JIC
APPF icon

Johnson Investment Counsel’s AppFolio APPF Stock Holding History

Johnson Investment Counsel’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 		$2.28M Buy
14,211
+4,278
+43% +$683K 0.02% 317
2026
Q1 		$1.57M Buy
9,933
+120
+1% +$22.7K 0.01% 357
2025
Q4 		$2.28M Hold
9,813
– – 0.02% 292
2025
Q3 		$2.71M Sell
9,813
-3,429
-26% -$926K 0.02% 254
2025
Q2 		$3.05M Buy
13,242
+2,422
+22% +$528K 0.03% 222
2025
Q1 		$2.38M Buy
+10,820
New +$2.48M 0.02% 255

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

Johnson Investment Counsel's APPF Position: Q2 2026 in Review

Johnson Investment Counsel increased its AppFolio (APPF) stake by 43% in Q2 2026, buying an estimated $683K and bringing the position to 14,211 shares worth $2.28M. The position accounts for 0.02% of the portfolio, ranked #317.

Johnson Investment Counsel first reported a position in APPF in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.05M in Q2 2025. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Johnson Investment Counsel held 14,211 shares of AppFolio worth $2.28M as of Q2 2026.
  • Johnson Investment Counsel bought 4,278 AppFolio shares in Q2 2026, an estimated $683K.
  • AppFolio made up 0.02% of Johnson Investment Counsel's portfolio in Q2 2026, its #317 holding.
  • Johnson Investment Counsel first reported a position in AppFolio in Q1 2025 and has held it in 6 quarters since.
  • Johnson Investment Counsel's AppFolio position peaked at $3.05M in Q2 2025.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.