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L2 Asset Management’s AppFolio APPF Stock Holding History

L2 Asset 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
Q2 		$263K Sell
1,640
-942
-36% -$150K 0.03% 359
2026
Q1 		$408K Buy
2,582
+1,201
+87% +$228K 0.04% 268
2025
Q4 		$321K Buy
+1,381
New +$328K 0.04% 281

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

L2 Asset Management's APPF Position: Q2 2026 in Review

L2 Asset Management reduced its AppFolio (APPF) stake by 36% in Q2 2026, selling an estimated $150K and leaving 1,640 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #359.

L2 Asset Management first reported a position in APPF in Q4 2025 and has held it in 3 quarters since. The position peaked at $408K in Q1 2026. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • L2 Asset Management held 1,640 shares of AppFolio worth $263K as of Q2 2026.
  • L2 Asset Management sold 942 AppFolio shares in Q2 2026, an estimated $150K.
  • AppFolio made up 0.03% of L2 Asset Management's portfolio in Q2 2026, its #359 holding.
  • L2 Asset Management first reported a position in AppFolio in Q4 2025 and has held it in 3 quarters since.
  • L2 Asset Management's AppFolio position peaked at $408K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.