Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s AppFolio APPF Stock Holding History

Kayne Anderson Rudnick Investment 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
Q1 		$71.7M Sell
454,463
-66,046
-13% -$12.5M 0.21% 106
2025
Q4 		$121M Sell
520,509
-95,117
-15% -$22.6M 0.33% 88
2025
Q3 		$170M Sell
615,626
-70,834
-10% -$19.1M 0.41% 74
2025
Q2 		$158M Sell
686,460
-87,119
-11% -$19M 0.38% 78
2025
Q1 		$170M Buy
773,579
+354,061
+84% +$81.2M 0.42% 75
2024
Q4 		$104M Buy
+419,518
New +$98.2M 0.24% 105

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
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 $30.3B AUM 33.75% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's APPF Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its AppFolio (APPF) stake by 13% in Q1 2026, selling an estimated $12.5M and leaving 454,463 shares worth $71.7M. The position accounts for 0.21% of the portfolio, ranked #106.

Kayne Anderson Rudnick Investment Management first reported a position in APPF in Q4 2024 and has held it in 6 quarters since. The position peaked at $170M in Q1 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 454,463 shares of AppFolio worth $71.7M as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management sold 66,046 AppFolio shares in Q1 2026, an estimated $12.5M.
  • AppFolio made up 0.21% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #106 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in AppFolio in Q4 2024 and has held it in 6 quarters since.
  • Kayne Anderson Rudnick Investment Management's AppFolio position peaked at $170M in Q1 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.