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Jupiter Asset Management’s AppFolio APPF Stock Holding History

Jupiter Asset Management’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 		$1.75M Hold
10,896
– – 0.01% 426
2026
Q1 		$1.72M Buy
10,896
+587
+6% +$111K 0.01% 409
2025
Q4 		$2.4M Buy
10,309
+659
+7% +$157K 0.02% 311
2025
Q3 		$2.66M Sell
9,650
-19,110
-66% -$5.16M 0.02% 304
2025
Q2 		$6.62M Buy
28,760
+16,521
+135% +$3.6M 0.06% 252
2025
Q1 		$2.69M Sell
12,239
-46,861
-79% -$10.7M 0.03% 328
2024
Q4 		$14.6M Sell
59,100
-16,809
-22% -$3.94M 0.14% 190
2024
Q3 		$17.9M Buy
75,909
+36,289
+92% +$8.49M 0.16% 174
2024
Q2 		$9.69M Buy
39,620
+16,169
+69% +$3.77M 0.09% 213
2024
Q1 		$5.79M Sell
23,451
-237
-1% -$51.1K 0.06% 245
2023
Q4 		$4.1M Buy
+23,688
New +$4.44M 0.04% 268

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

Jupiter Asset Management's APPF Position: Q2 2026 in Review

Jupiter Asset Management held its AppFolio (APPF) position steady in Q2 2026 at 10,896 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #426.

Jupiter Asset Management first reported a position in APPF in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.9M in Q3 2024. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Jupiter Asset Management held 10,896 shares of AppFolio worth $1.75M as of Q2 2026.
  • Jupiter Asset Management left its AppFolio share count unchanged in Q2 2026.
  • AppFolio made up 0.01% of Jupiter Asset Management's portfolio in Q2 2026, its #426 holding.
  • Jupiter Asset Management first reported a position in AppFolio in Q4 2023 and has held it in 11 quarters since.
  • Jupiter Asset Management's AppFolio position peaked at $17.9M in Q3 2024.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.