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Keenan Capital’s AppFolio APPF Stock Holding History

Keenan Capital’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 		$53.6M Hold
334,557
– – 10.61% 3
2026
Q1 		$52.8M Buy
+334,557
New +$63.4M 11.14% 6
2018
Q3 		– Sell
-125,848
Closed -$7.7M – 15
2018
Q2 		$7.7M Sell
125,848
-124,152
-50% -$6.76M 3.62% 10
2018
Q1 		$10.2M Hold
250,000
– – 5.96% 9
2017
Q4 		$10.4M Buy
+250,000
New +$11.2M 7.54% 8

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

Keenan Capital's APPF Position: Q2 2026 in Review

Keenan Capital held its AppFolio (APPF) position steady in Q2 2026 at 334,557 shares worth $53.6M. The position accounts for 10.61% of the portfolio, ranked #3.

Keenan Capital first reported a position in APPF in Q4 2017 and has held it in 5 quarters since. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Keenan Capital held 334,557 shares of AppFolio worth $53.6M as of Q2 2026.
  • Keenan Capital left its AppFolio share count unchanged in Q2 2026.
  • AppFolio made up 10.61% of Keenan Capital's portfolio in Q2 2026, its #3 holding.
  • Keenan Capital first reported a position in AppFolio in Q4 2017 and has held it in 5 quarters since.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Keenan Capital's 13F filing for Q2 2026, filed 14 Aug 2026.