LECM
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Lead Edge Capital Management’s AppFolio APPF Stock Holding History

Lead Edge Capital 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 		$64.1M Buy
399,656
+189,396
+90% +$30.2M 11.64% 4
2026
Q1 		$33.2M Buy
+210,260
New +$39.8M 8.14% 7

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

Lead Edge Capital Management's APPF Position: Q2 2026 in Review

Lead Edge Capital Management increased its AppFolio (APPF) stake by 90% in Q2 2026, buying an estimated $30.2M and bringing the position to 399,656 shares worth $64.1M. The position accounts for 11.64% of the portfolio, ranked #4.

Lead Edge Capital Management first reported a position in APPF in Q1 2026 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Lead Edge Capital Management held 399,656 shares of AppFolio worth $64.1M as of Q2 2026.
  • Lead Edge Capital Management bought 189,396 AppFolio shares in Q2 2026, an estimated $30.2M.
  • AppFolio made up 11.64% of Lead Edge Capital Management's portfolio in Q2 2026, its #4 holding.
  • Lead Edge Capital Management first reported a position in AppFolio in Q1 2026 and has held it in 2 quarters since.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

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