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Kerrisdale Advisers’s AppFolio APPF Stock Holding History

Kerrisdale Advisers’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 		$2.23M Sell
13,904
-8,440
-38% -$1.35M 0.56% 36
2026
Q1 		$3.53M Buy
22,344
+6,328
+40% +$1.2M 1.34% 22
2025
Q4 		$3.73M Buy
16,016
+1,238
+8% +$294K 1.76% 15
2025
Q3 		$4.07M Buy
14,778
+1,836
+14% +$496K 2.11% 16
2025
Q2 		$2.98M Buy
12,942
+3,194
+33% +$696K 1.55% 18
2025
Q1 		$2.14M Buy
+9,748
New +$2.24M 0.9% 22

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

Kerrisdale Advisers's APPF Position: Q2 2026 in Review

Kerrisdale Advisers reduced its AppFolio (APPF) stake by 38% in Q2 2026, selling an estimated $1.35M and leaving 13,904 shares worth $2.23M. The position accounts for 0.56% of the portfolio, ranked #36.

Kerrisdale Advisers first reported a position in APPF in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.07M in Q3 2025. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Kerrisdale Advisers held 13,904 shares of AppFolio worth $2.23M as of Q2 2026.
  • Kerrisdale Advisers sold 8,440 AppFolio shares in Q2 2026, an estimated $1.35M.
  • AppFolio made up 0.56% of Kerrisdale Advisers's portfolio in Q2 2026, its #36 holding.
  • Kerrisdale Advisers first reported a position in AppFolio in Q1 2025 and has held it in 6 quarters since.
  • Kerrisdale Advisers's AppFolio position peaked at $4.07M in Q3 2025.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Kerrisdale Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.