Occudo Quantitative Strategies’s AppFolio APPF Stock Holding History

Occudo Quantitative Strategies’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	$809K	Buy	5,043 +674	+15%	+$108K	0.04%	413
2026 Q1	$730K	Buy	+4,369	New	+$828K	0.04%	447
2023 Q4	–	Sell	-2,022	Closed	-$369K	–	788
2023 Q3	$369K	Buy	2,022 +181	+10%	+$32.8K	0.05%	596
2023 Q2	$317K	Sell	1,841 -9,448	-84%	-$1.38M	0.03%	722
2023 Q1	$1.41M	Buy	11,289 +13	+0.1%	+$1.57K	0.13%	226
2022 Q4	$1.19M	Sell	11,276 -527	-4%	-$58.6K	0.14%	237
2022 Q3	$1.24M	Buy	11,803 +3,485	+42%	+$355K	0.1%	322
2022 Q2	$754K	Buy	8,318 +821	+11%	+$82.8K	0.06%	476
2022 Q1	$849K	Hold	7,497	–	–	0.07%	435
2021 Q4	$908K	Sell	7,497 -72	-1%	-$9.12K	0.08%	400
2021 Q3	$911K	Buy	+7,569	New	+$983K	0.11%	323

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

NCM

Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return

Occudo Quantitative Strategies's APPF Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its AppFolio (APPF) stake by 15% in Q2 2026, buying an estimated $108K and bringing the position to 5,043 shares worth $809K. The position accounts for 0.04% of the portfolio, ranked #413.

Occudo Quantitative Strategies first reported a position in APPF in Q3 2021 and has held it in 11 quarters since. The position peaked at $1.41M in Q1 2023. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

Occudo Quantitative Strategies held 5,043 shares of AppFolio worth $809K as of Q2 2026.
Occudo Quantitative Strategies bought 674 AppFolio shares in Q2 2026, an estimated $108K.
AppFolio made up 0.04% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #413 holding.
Occudo Quantitative Strategies first reported a position in AppFolio in Q3 2021 and has held it in 11 quarters since.
Occudo Quantitative Strategies's AppFolio position peaked at $1.41M in Q1 2023.
393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.