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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
Q2 		– Sell
-7,453
Closed -$1.18M – 267
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 $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

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

LECAP Asset Management sold out of AppFolio (APPF) in Q2 2026, closing a stake of 7,453 shares — an estimated $1.18M sold.

LECAP Asset Management first reported a position in APPF in Q3 2024 and held it in 5 quarters. The position peaked at $1.94M in Q1 2025. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • LECAP Asset Management reported no remaining AppFolio position as of Q2 2026 after selling out during the quarter.
  • LECAP Asset Management sold 7,453 AppFolio shares in Q2 2026, an estimated $1.18M.
  • LECAP Asset Management first reported a position in AppFolio in Q3 2024 and held it in 5 quarters.
  • LECAP Asset Management's AppFolio position peaked at $1.94M in Q1 2025.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.