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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $2.9T AUM 29.55% 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

Keenan Capital's APPF Position: Q1 2026 in Review

Keenan Capital opened a new position in AppFolio (APPF) in Q1 2026: 334,557 shares worth $52.8M. The stake represents 11.14% of the portfolio and ranks #6 among its holdings. This is a return to the name: Keenan Capital previously reported a position in APPF as recently as Q2 2018.

Keenan Capital first reported a position in APPF in Q4 2017 and has held it in 4 quarters since. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Keenan Capital held 334,557 shares of AppFolio worth $52.8M as of Q1 2026.
  • AppFolio was a new Keenan Capital position in Q1 2026.
  • AppFolio made up 11.14% of Keenan Capital's portfolio in Q1 2026, its #6 holding.
  • Keenan Capital first reported a position in AppFolio in Q4 2017 and has held it in 4 quarters since.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Keenan Capital's 13F filing for Q1 2026, filed 15 May 2026.