Polen Capital Management
APPF icon

Polen Capital Management’s AppFolio APPF Stock Holding History

Polen 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
2025
Q4 		– Sell
-753
Closed -$208K – 237
2025
Q3 		$208K Buy
+753
New +$203K ﹤0.01% 224
2024
Q3 		– Sell
-17,855
Closed -$4.37M – 120
2024
Q2 		$4.37M Sell
17,855
-8,599
-33% -$2M 0.01% 66
2024
Q1 		$6.53M Sell
26,454
-621
-2% -$134K 0.02% 60
2023
Q4 		$4.69M Sell
27,075
-7,577
-22% -$1.42M 0.01% 81
2023
Q3 		$6.33M Sell
34,652
-5,258
-13% -$954K 0.02% 62
2023
Q2 		$6.87M Sell
39,910
-18,030
-31% -$2.63M 0.02% 59
2023
Q1 		$7.21M Sell
57,940
-1,146
-2% -$138K 0.02% 58
2022
Q4 		$6.23M Sell
59,086
-10,270
-15% -$1.14M 0.02% 58
2022
Q3 		$7.26M Buy
69,356
+7,026
+11% +$717K 0.02% 52
2022
Q2 		$5.65M Sell
62,330
-58,589
-48% -$5.91M 0.01% 60
2022
Q1 		$13.7M Sell
120,919
-5,692
-4% -$656K 0.03% 51
2021
Q4 		$15.3M Buy
126,611
+26,269
+26% +$3.33M 0.03% 54
2021
Q3 		$12.1M Buy
100,342
+7,728
+8% +$1M 0.02% 55
2021
Q2 		$13.1M Buy
92,614
+15,797
+21% +$2.19M 0.03% 48
2021
Q1 		$10.9M Buy
76,817
+13,546
+21% +$2.1M 0.02% 47
2020
Q4 		$11.4M Buy
63,271
+12,072
+24% +$1.93M 0.03% 39
2020
Q3 		$7.26M Buy
51,199
+8,294
+19% +$1.28M 0.02% 39
2020
Q2 		$6.98M Buy
42,905
+19,630
+84% +$2.57M 0.02% 33
2020
Q1 		$2.58M Buy
23,275
+9,389
+68% +$1.12M 0.01% 34
2019
Q4 		$1.53M Buy
13,886
+5,677
+69% +$579K 0.01% 39
2019
Q3 		$781K Buy
+8,209
New +$816K ﹤0.01% 51

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management's APPF Position: Q4 2025 in Review

Polen Capital Management sold out of AppFolio (APPF) in Q4 2025, closing a stake of 753 shares — an estimated $208K sold.

Polen Capital Management first reported a position in APPF in Q3 2019 and held it in 21 quarters. The position peaked at $15.3M in Q4 2021. 403 funds tracked by Wall St. Rank hold APPF as of Q4 2025.

  • Polen Capital Management reported no remaining AppFolio position as of Q4 2025 after selling out during the quarter.
  • Polen Capital Management sold 753 AppFolio shares in Q4 2025, an estimated $208K.
  • Polen Capital Management first reported a position in AppFolio in Q3 2019 and held it in 21 quarters.
  • Polen Capital Management's AppFolio position peaked at $15.3M in Q4 2021.
  • 403 funds tracked by Wall St. Rank held AppFolio as of Q4 2025.

Based on Polen Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.