Nellore Capital Management’s AppFolio APPF Stock Holding History

Nellore 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	$105M	Buy	654,865 +18,563	+3%	+$2.96M	11.66%	3
2026 Q1	$100M	Buy	636,302 +106,606	+20%	+$20.2M	12.83%	3
2025 Q4	$123M	Buy	529,696 +54,732	+12%	+$13M	13.8%	3
2025 Q3	$131M	Sell	474,964 -31,928	-6%	-$8.62M	14.28%	3
2025 Q2	$117M	Buy	506,892 +104,153	+26%	+$22.7M	13.09%	3
2025 Q1	$88.6M	Buy	402,739 +30,805	+8%	+$7.07M	12.05%	3
2024 Q4	$91.8M	Buy	371,934 +58,315	+19%	+$13.7M	11.99%	3
2024 Q3	$73.8M	Buy	313,619 +34,170	+12%	+$7.99M	10.06%	3
2024 Q2	$68.3M	Buy	279,449 +822	+0.3%	+$192K	10.31%	4
2024 Q1	$68.7M	Hold	278,627	–	–	10.62%	5
2023 Q4	$48.3M	Sell	278,627 -32,799	-11%	-$6.14M	8.88%	5
2023 Q3	$56.9M	Hold	311,426	–	–	10.7%	5
2023 Q2	$53.6M	Buy	311,426 +134,089	+76%	+$19.5M	10.03%	5
2023 Q1	$22.1M	Buy	177,337 +2,057	+1%	+$248K	4.79%	8
2022 Q4	$18.5M	Hold	175,280	–	–	4.54%	9
2022 Q3	$18.4M	Hold	175,280	–	–	4.65%	8
2022 Q2	$15.9M	Buy	175,280 +33,342	+23%	+$3.36M	4.24%	8
2022 Q1	$16.1M	Buy	+141,938	New	+$16.3M	3.64%	9

Other funds holding APPF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nellore Capital Management's APPF Position: Q2 2026 in Review

Nellore Capital Management increased its AppFolio (APPF) stake by 2.9% in Q2 2026, buying an estimated $2.96M and bringing the position to 654,865 shares worth $105M. The position accounts for 11.66% of the portfolio, ranked #3.

Nellore Capital Management first reported a position in APPF in Q1 2022 and has held it in 18 quarters since. The position peaked at $131M in Q3 2025. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

Nellore Capital Management held 654,865 shares of AppFolio worth $105M as of Q2 2026.
Nellore Capital Management bought 18,563 AppFolio shares in Q2 2026, an estimated $2.96M.
AppFolio made up 11.66% of Nellore Capital Management's portfolio in Q2 2026, its #3 holding.
Nellore Capital Management first reported a position in AppFolio in Q1 2022 and has held it in 18 quarters since.
Nellore Capital Management's AppFolio position peaked at $131M in Q3 2025.
393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

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