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Nicholas Investment Partners’s AppFolio APPF Stock Holding History

Nicholas Investment Partners’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 		$2.26M Buy
+14,071
New +$2.25M 0.13% 164
2026
Q1 		– Sell
-39,591
Closed -$9.21M – 207
2025
Q4 		$9.21M Buy
39,591
+2,308
+6% +$548K 0.67% 53
2025
Q3 		$10.3M Buy
37,283
+737
+2% +$199K 0.79% 39
2025
Q2 		$8.42M Sell
36,546
-6,768
-16% -$1.48M 0.75% 36
2025
Q1 		$9.52M Sell
43,314
-1,016
-2% -$233K 0.98% 25
2024
Q4 		$10.9M Sell
44,330
-6,755
-13% -$1.58M 0.96% 27
2024
Q3 		$12M Buy
51,085
+2,619
+5% +$613K 1.1% 15
2024
Q2 		$11.9M Buy
48,466
+4,928
+11% +$1.15M 1.23% 18
2024
Q1 		$10.7M Buy
43,538
+595
+1% +$128K 1.1% 16
2023
Q4 		$7.44M Buy
42,943
+11,551
+37% +$2.16M 0.87% 31
2023
Q3 		$5.73M Buy
31,392
+6,969
+29% +$1.26M 0.43% 62
2023
Q2 		$4.2M Buy
+24,423
New +$3.56M 0.29% 85
2016
Q1 		– Sell
-114,221
Closed -$1.67M – 305
2015
Q4 		$1.67M Buy
114,221
+36,826
+48% +$618K 0.12% 263
2015
Q3 		$1.3M Buy
77,395
+54,504
+238% +$882K 0.09% 274
2015
Q2 		$323K Buy
+22,891
New +$320K 0.02% 300

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

Nicholas Investment Partners's APPF Position: Q2 2026 in Review

Nicholas Investment Partners opened a new position in AppFolio (APPF) in Q2 2026: 14,071 shares worth $2.26M. The stake represents 0.13% of the portfolio and ranks #164 among its holdings. This is a return to the name: Nicholas Investment Partners previously reported a position in APPF as recently as Q4 2025.

Nicholas Investment Partners first reported a position in APPF in Q2 2015 and has held it in 15 quarters since. The position peaked at $12M in Q3 2024. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Nicholas Investment Partners held 14,071 shares of AppFolio worth $2.26M as of Q2 2026.
  • AppFolio was a new Nicholas Investment Partners position in Q2 2026.
  • AppFolio made up 0.13% of Nicholas Investment Partners's portfolio in Q2 2026, its #164 holding.
  • Nicholas Investment Partners first reported a position in AppFolio in Q2 2015 and has held it in 15 quarters since.
  • Nicholas Investment Partners's AppFolio position peaked at $12M in Q3 2024.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Nicholas Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.