Martingale Asset Management
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Martingale Asset Management’s AppFolio APPF Stock Holding History

Martingale 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
Q3 		– Sell
-3,000
Closed -$481K – 834
2026
Q2 		$481K Sell
3,000
-10
-0.3% -$1.6K 0.01% 672
2026
Q1 		$475K Sell
3,010
-563
-16% -$107K 0.01% 653
2025
Q4 		$831K Sell
3,573
-409
-10% -$97.2K 0.02% 508
2025
Q3 		$1.1M Sell
3,982
-6,109
-61% -$1.65M 0.03% 455
2025
Q2 		$2.32M Sell
10,091
-24,269
-71% -$5.29M 0.06% 274
2025
Q1 		$7.56M Buy
34,360
+16
+0% +$3.67K 0.19% 129
2024
Q4 		$8.47M Buy
34,344
+26,763
+353% +$6.27M 0.21% 128
2024
Q3 		$1.78M Sell
7,581
-4,436
-37% -$1.04M 0.04% 340
2024
Q2 		$2.94M Hold
12,017
– – 0.06% 211
2024
Q1 		$2.97M Buy
12,017
+1,010
+9% +$218K 0.06% 211
2023
Q4 		$1.91M Buy
11,007
+6,774
+160% +$1.27M 0.04% 303
2023
Q3 		$773K Buy
4,233
+2,122
+101% +$385K 0.02% 516
2023
Q2 		$363K Buy
+2,111
New +$307K 0.01% 666
2019
Q4 		– Sell
-15,400
Closed -$1.47M – 962
2019
Q3 		$1.47M Sell
15,400
-29,402
-66% -$2.92M 0.01% 664
2019
Q2 		$4.58M Sell
44,802
-1,400
-3% -$132K 0.05% 400
2019
Q1 		$3.67M Buy
46,202
+20,000
+76% +$1.34M 0.04% 449
2018
Q4 		$1.55M Sell
26,202
-10,707
-29% -$650K 0.02% 601
2018
Q3 		$2.89M Hold
36,909
– – 0.03% 460
2018
Q2 		$2.26M Buy
36,909
+5
+0% +$272 0.03% 507
2018
Q1 		$1.51M Buy
36,904
+3,499
+10% +$146K 0.02% 616
2017
Q4 		$1.39M Buy
33,405
+2,102
+7% +$94.2K 0.02% 633
2017
Q3 		$1.5M Buy
31,303
+17,701
+130% +$696K 0.02% 631
2017
Q2 		$444K Buy
+13,602
New +$391K 0.01% 840

Other funds holding APPF

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Martingale Asset Management's APPF Position: Q3 2026 in Review

Martingale Asset Management sold out of AppFolio (APPF) in Q3 2026, closing a stake of 3,000 shares — an estimated $481K sold.

Martingale Asset Management first reported a position in APPF in Q2 2017 and held it in 23 quarters. The position peaked at $8.47M in Q4 2024. 283 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

  • Martingale Asset Management reported no remaining AppFolio position as of Q3 2026 after selling out during the quarter.
  • Martingale Asset Management sold 3,000 AppFolio shares in Q3 2026, an estimated $481K.
  • Martingale Asset Management first reported a position in AppFolio in Q2 2017 and held it in 23 quarters.
  • Martingale Asset Management's AppFolio position peaked at $8.47M in Q4 2024.
  • 283 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on Martingale Asset Management's 13F filing for Q3 2026, filed 12 Nov 2026.