Loomis, Sayles & Company
APPF icon

Loomis, Sayles & Company’s AppFolio APPF Stock Holding History

Loomis, Sayles & Company’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 		$9.84M Sell
62,318
-1,622
-3% -$307K 0.01% 356
2025
Q4 		$14.9M Buy
+63,940
New +$15.2M 0.02% 293
2025
Q2 		– Sell
-2,936
Closed -$646K – 726
2025
Q1 		$646K Hold
2,936
– – ﹤0.01% 489
2024
Q4 		$724K Buy
+2,936
New +$687K ﹤0.01% 481
2015
Q4 		– Sell
-12,669
Closed -$213K – 1045
2015
Q3 		$213K Buy
12,669
+2,669
+27% +$43.2K ﹤0.01% 693
2015
Q2 		$141K Buy
+10,000
New +$140K ﹤0.01% 652

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

Loomis, Sayles & Company's APPF Position: Q1 2026 in Review

Loomis, Sayles & Company reduced its AppFolio (APPF) stake by 2.5% in Q1 2026, selling an estimated $307K and leaving 62,318 shares worth $9.84M. The position accounts for 0.01% of the portfolio, ranked #356.

Loomis, Sayles & Company first reported a position in APPF in Q2 2015 and has held it in 6 quarters since. The position peaked at $14.9M in Q4 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Loomis, Sayles & Company held 62,318 shares of AppFolio worth $9.84M as of Q1 2026.
  • Loomis, Sayles & Company sold 1,622 AppFolio shares in Q1 2026, an estimated $307K.
  • AppFolio made up 0.01% of Loomis, Sayles & Company's portfolio in Q1 2026, its #356 holding.
  • Loomis, Sayles & Company first reported a position in AppFolio in Q2 2015 and has held it in 6 quarters since.
  • Loomis, Sayles & Company's AppFolio position peaked at $14.9M in Q4 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.