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O'Shaughnessy Asset Management’s AppFolio APPF Stock Holding History

O'Shaughnessy 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
Q2 		$264K Buy
+1,647
New +$263K ﹤0.01% 1899
2024
Q3 		– Sell
-1,030
Closed -$252K – 2119
2024
Q2 		$252K Sell
1,030
-265
-20% -$61.7K ﹤0.01% 1446
2024
Q1 		$320K Sell
1,295
-1,021
-44% -$220K ﹤0.01% 1292
2023
Q4 		$401K Sell
2,316
-105
-4% -$19.7K 0.01% 1100
2023
Q3 		$442K Buy
2,421
+355
+17% +$64.4K 0.01% 973
2023
Q2 		$356K Buy
2,066
+55
+3% +$8.01K 0.01% 994
2023
Q1 		$250K Buy
+2,011
New +$243K ﹤0.01% 1120
2021
Q4 		– Sell
-1,428
Closed -$172K – 1320
2021
Q3 		$172K Buy
1,428
+276
+24% +$35.9K ﹤0.01% 1110
2021
Q2 		$163K Buy
1,152
+81
+8% +$11.2K ﹤0.01% 1123
2021
Q1 		$151K Sell
1,071
-3,135
-75% -$487K ﹤0.01% 1036
2020
Q4 		$757K Buy
4,206
+809
+24% +$129K 0.02% 409
2020
Q3 		$483K Sell
3,397
-2,259
-40% -$348K 0.01% 452
2020
Q2 		$921K Sell
5,656
-621
-10% -$81.3K 0.03% 287
2020
Q1 		$699K Sell
6,277
-2,582
-29% -$308K 0.02% 256
2019
Q4 		$972K Sell
8,859
-4,675
-35% -$477K 0.02% 279
2019
Q3 		$1.29M Buy
13,534
+377
+3% +$37.5K 0.03% 230
2019
Q2 		$1.34M Sell
13,157
-4,418
-25% -$418K 0.03% 228
2019
Q1 		$1.39M Sell
17,575
-7,037
-29% -$471K 0.03% 231
2018
Q4 		$1.46M Sell
24,612
-2,193
-8% -$133K 0.04% 209
2018
Q3 		$2.09M Buy
26,805
+3,039
+13% +$230K 0.04% 184
2018
Q2 		$1.45M Sell
23,766
-1,361
-5% -$74.1K 0.03% 218
2018
Q1 		$1.03M Sell
25,127
-116
-0.5% -$4.83K 0.02% 248
2017
Q4 		$1.05M Buy
25,243
+19,696
+355% +$883K 0.02% 265
2017
Q3 		$266K Buy
+5,547
New +$218K 0.01% 468

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 $3.38T AUM 44.17% 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

O'Shaughnessy Asset Management's APPF Position: Q2 2026 in Review

O'Shaughnessy Asset Management opened a new position in AppFolio (APPF) in Q2 2026: 1,647 shares worth $264K. The stake represents ﹤0.01% of the portfolio and ranks #1899 among its holdings. This is a return to the name: O'Shaughnessy Asset Management previously reported a position in APPF as recently as Q2 2024.

O'Shaughnessy Asset Management first reported a position in APPF in Q3 2017 and has held it in 24 quarters since. The position peaked at $2.09M in Q3 2018. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • O'Shaughnessy Asset Management held 1,647 shares of AppFolio worth $264K as of Q2 2026.
  • AppFolio was a new O'Shaughnessy Asset Management position in Q2 2026.
  • AppFolio made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1899 holding.
  • O'Shaughnessy Asset Management first reported a position in AppFolio in Q3 2017 and has held it in 24 quarters since.
  • O'Shaughnessy Asset Management's AppFolio position peaked at $2.09M in Q3 2018.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.