Ken Griffin’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.2M | Sell |
70,779
-288,136
| -80% | -$54.6M | ﹤0.01% | 3099 |
|
|
2025
Q4 | $83.5M | Buy |
358,915
+331,938
| +1,230% | +$78.9M | 0.01% | 984 |
|
|
2025
Q3 | $7.44M | Buy |
26,977
+26,091
| +2,945% | +$7.05M | ﹤0.01% | 3692 |
|
|
2025
Q2 | $204K | Sell |
886
-35,758
| -98% | -$7.79M | ﹤0.01% | 10639 |
|
|
2025
Q1 | $8.06M | Sell |
36,644
-31,685
| -46% | -$7.27M | ﹤0.01% | 3151 |
|
|
2024
Q4 | $16.9M | Buy |
+68,329
| New | +$16M | ﹤0.01% | 2357 |
|
|
2024
Q3 | – | Sell |
-143
| Closed | -$33.5K | – | 14189 |
|
|
2024
Q2 | $35K | Sell |
143
-36,543
| -100% | -$8.51M | ﹤0.01% | 12122 |
|
|
2024
Q1 | $9.05M | Sell |
36,686
-34,302
| -48% | -$7.4M | ﹤0.01% | 3065 |
|
|
2023
Q4 | $12.3M | Buy |
70,988
+51,030
| +256% | +$9.56M | ﹤0.01% | 2587 |
|
|
2023
Q3 | $3.64M | Buy |
19,958
+13,249
| +197% | +$2.4M | ﹤0.01% | 4147 |
|
|
2023
Q2 | $1.15M | Buy |
+6,709
| New | +$977K | ﹤0.01% | 6165 |
|
|
2023
Q1 | – | Sell |
-4,382
| Closed | -$529K | – | 14666 |
|
|
2022
Q4 | $462K | Buy |
+4,382
| New | +$487K | ﹤0.01% | 8413 |
|
|
2022
Q3 | – | Sell |
-8,000
| Closed | -$816K | – | 12542 |
|
|
2022
Q2 | $725K | Sell |
8,000
-7,179
| -47% | -$724K | ﹤0.01% | 7773 |
|
|
2022
Q1 | $1.72M | Buy |
15,179
+7,671
| +102% | +$884K | ﹤0.01% | 6423 |
|
|
2021
Q4 | $909K | Buy |
7,508
+3,229
| +75% | +$409K | ﹤0.01% | 8191 |
|
|
2021
Q3 | $515K | Buy |
4,279
+687
| +19% | +$89.3K | ﹤0.01% | 9787 |
|
|
2021
Q2 | $507K | Sell |
3,592
-22,878
| -86% | -$3.18M | ﹤0.01% | 10033 |
|
|
2021
Q1 | $3.74M | Buy |
26,470
+13,035
| +97% | +$2.02M | ﹤0.01% | 4922 |
|
|
2020
Q4 | $2.42M | Buy |
13,435
+4,092
| +44% | +$655K | ﹤0.01% | 4961 |
|
|
2020
Q3 | $1.32M | Buy |
9,343
+3,620
| +63% | +$557K | ﹤0.01% | 5507 |
|
|
2020
Q2 | $931K | Sell |
5,723
-9,554
| -63% | -$1.25M | ﹤0.01% | 5966 |
|
|
2020
Q1 | $1.7M | Buy |
15,277
+7,928
| +108% | +$946K | ﹤0.01% | 4414 |
|
|
2019
Q4 | $808K | Buy |
7,349
+524
| +8% | +$53.4K | ﹤0.01% | 5979 |
|
|
2019
Q3 | $650K | Buy |
+6,825
| New | +$679K | ﹤0.01% | 6296 |
|
|
2019
Q2 | – | Sell |
-5,709
| Closed | -$540K | – | 9123 |
|
|
2019
Q1 | $453K | Buy |
5,709
+1,196
| +27% | +$80K | ﹤0.01% | 6952 |
|
|
2018
Q4 | $267K | Buy |
+4,513
| New | +$274K | ﹤0.01% | 7455 |
|
|
2018
Q2 | – | Sell |
-27,465
| Closed | -$1.12M | – | 8780 |
|
|
2018
Q1 | $1.12M | Buy |
+27,465
| New | +$1.14M | ﹤0.01% | 4653 |
|
|
2015
Q4 | – | Sell |
-29,463
| Closed | -$496K | – | 8697 |
|
|
2015
Q3 | $496K | Sell |
29,463
-40,014
| -58% | -$648K | ﹤0.01% | 4824 |
|
|
2015
Q2 | $979K | Buy |
+69,477
| New | +$970K | ﹤0.01% | 3981 |
|
Other funds holding APPF
VPM
VCM
ACM
NCM
Ken Griffin's APPF Position: Q1 2026 in Review
Ken Griffin reduced its AppFolio (APPF) stake by 80% in Q1 2026, selling an estimated $54.6M and leaving 70,779 shares worth $11.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3099.
Ken Griffin first reported a position in APPF in Q2 2015 and has held it in 29 quarters since. The position peaked at $83.5M in Q4 2025. 397 funds tracked by Wall St. Rank hold APPF as of Q1 2026.
- Ken Griffin held 70,779 shares of AppFolio worth $11.2M as of Q1 2026.
- Ken Griffin sold 288,136 AppFolio shares in Q1 2026, an estimated $54.6M.
- AppFolio made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #3099 holding.
- Ken Griffin first reported a position in AppFolio in Q2 2015 and has held it in 29 quarters since.
- Ken Griffin's AppFolio position peaked at $83.5M in Q4 2025.
- 397 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.
Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.