Jupiter Asset Management
APPF icon

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
Q3 		$2.18M Hold
10,896
– – 0.01% 430
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 		$9.7M 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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Jupiter Asset Management's APPF Position: Q3 2026 in Review

Jupiter Asset Management held its AppFolio (APPF) position steady in Q3 2026 at 10,896 shares worth $2.18M. The position accounts for 0.01% of the portfolio, ranked #430.

Jupiter Asset Management first reported a position in APPF in Q4 2023 and has held it in 12 quarters since. The position peaked at $17.9M in Q3 2024. 227 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

  • Jupiter Asset Management held 10,896 shares of AppFolio worth $2.18M as of Q3 2026.
  • Jupiter Asset Management left its AppFolio share count unchanged in Q3 2026.
  • AppFolio made up 0.01% of Jupiter Asset Management's portfolio in Q3 2026, its #430 holding.
  • Jupiter Asset Management first reported a position in AppFolio in Q4 2023 and has held it in 12 quarters since.
  • Jupiter Asset Management's AppFolio position peaked at $17.9M in Q3 2024.
  • 227 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on Jupiter Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.