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LECAP Asset Management’s AppFolio APPF Stock Holding History

LECAP 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
Q1 		$1.18M Buy
7,453
+5,220
+234% +$989K 0.44% 91
2025
Q4 		$520K Buy
+2,233
New +$531K 0.21% 178
2025
Q2 		– Sell
-8,842
Closed -$1.94M – 292
2025
Q1 		$1.94M Buy
8,842
+4,723
+115% +$1.08M 0.45% 89
2024
Q4 		$1.02M Sell
4,119
-140
-3% -$32.8K 0.28% 149
2024
Q3 		$1M Buy
+4,259
New +$996K 0.22% 171

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

LECAP Asset Management's APPF Position: Q1 2026 in Review

LECAP Asset Management increased its AppFolio (APPF) stake by 234% in Q1 2026, buying an estimated $989K and bringing the position to 7,453 shares worth $1.18M. The position accounts for 0.44% of the portfolio, ranked #91.

LECAP Asset Management first reported a position in APPF in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.94M in Q1 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • LECAP Asset Management held 7,453 shares of AppFolio worth $1.18M as of Q1 2026.
  • LECAP Asset Management bought 5,220 AppFolio shares in Q1 2026, an estimated $989K.
  • AppFolio made up 0.44% of LECAP Asset Management's portfolio in Q1 2026, its #91 holding.
  • LECAP Asset Management first reported a position in AppFolio in Q3 2024 and has held it in 5 quarters since.
  • LECAP Asset Management's AppFolio position peaked at $1.94M in Q1 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on LECAP Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.