Principal Financial Group
APPF icon

Principal Financial Group’s AppFolio APPF Stock Holding History

Principal Financial Group’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
Q1 		$238M Buy
1,505,882
+259,933
+21% +$49.3M 0.13% 159
2025
Q4 		$290M Buy
1,245,949
+79,197
+7% +$18.8M 0.15% 142
2025
Q3 		$322M Buy
1,166,752
+333,861
+40% +$90.2M 0.16% 127
2025
Q2 		$192M Buy
832,891
+431,003
+107% +$93.9M 0.1% 190
2025
Q1 		$88.4M Buy
401,888
+220,239
+121% +$50.5M 0.05% 300
2024
Q4 		$44.8M Buy
181,649
+3,818
+2% +$894K 0.02% 495
2024
Q3 		$41.9M Buy
177,831
+24,697
+16% +$5.78M 0.02% 520
2024
Q2 		$37.5M Buy
153,134
+1,488
+1% +$347K 0.02% 558
2024
Q1 		$37.4M Buy
151,646
+145,481
+2,360% +$31.4M 0.02% 582
2023
Q4 		$1.07M Buy
6,165
+673
+12% +$126K ﹤0.01% 1833
2023
Q3 		$1M Sell
5,492
-267
-5% -$48.4K ﹤0.01% 1838
2023
Q2 		$991K Buy
5,759
+3,612
+168% +$526K ﹤0.01% 1848
2023
Q1 		$267K Sell
2,147
-177
-8% -$21.4K ﹤0.01% 2112
2022
Q4 		$245K Sell
2,324
-449
-16% -$49.9K ﹤0.01% 2148
2022
Q3 		$290K Sell
2,773
-185
-6% -$18.9K ﹤0.01% 2087
2022
Q2 		$268K Sell
2,958
-504
-15% -$50.8K ﹤0.01% 2215
2022
Q1 		$392K Buy
3,462
+222
+7% +$25.6K ﹤0.01% 2174
2021
Q4 		$392K Sell
3,240
-696
-18% -$88.2K ﹤0.01% 2182
2021
Q3 		$474K Buy
3,936
+940
+31% +$122K ﹤0.01% 2187
2021
Q2 		$423K Sell
2,996
-484
-14% -$67.2K ﹤0.01% 2258
2021
Q1 		$492K Sell
3,480
-652
-16% -$101K ﹤0.01% 2156
2020
Q4 		$744K Buy
4,132
+1,666
+68% +$267K ﹤0.01% 2012
2020
Q3 		$350K Sell
2,466
-173
-7% -$26.6K ﹤0.01% 2096
2020
Q2 		$429K Sell
2,639
-12,243
-82% -$1.6M ﹤0.01% 1998
2020
Q1 		$1.65M Buy
14,882
+61
+0.4% +$7.28K ﹤0.01% 1643
2019
Q4 		$1.63M Buy
14,821
+5,058
+52% +$516K ﹤0.01% 1759
2019
Q3 		$929K Buy
9,763
+985
+11% +$98K ﹤0.01% 1836
2019
Q2 		$898K Sell
8,778
-464
-5% -$43.9K ﹤0.01% 1854
2019
Q1 		$734K Buy
9,242
+3,222
+54% +$215K ﹤0.01% 1872
2018
Q4 		$357K Sell
6,020
-3,629
-38% -$220K ﹤0.01% 1985
2018
Q3 		$756K Buy
9,649
+4,364
+83% +$330K ﹤0.01% 1894
2018
Q2 		$323K Buy
+5,285
New +$288K ﹤0.01% 2061
2016
Q1 		– Sell
-146,855
Closed -$2.15M – 2177
2015
Q4 		$2.15M Buy
146,855
+176
+0.1% +$2.95K ﹤0.01% 1624
2015
Q3 		$2.47M Sell
146,679
-3,032
-2% -$49.1K ﹤0.01% 1587
2015
Q2 		$2.11M Buy
+149,711
New +$2.09M ﹤0.01% 1677

Other funds holding APPF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Principal Financial Group's APPF Position: Q1 2026 in Review

Principal Financial Group increased its AppFolio (APPF) stake by 21% in Q1 2026, buying an estimated $49.3M and bringing the position to 1,505,882 shares worth $238M. The position accounts for 0.13% of the portfolio, ranked #159.

Principal Financial Group first reported a position in APPF in Q2 2015 and has held it in 35 quarters since. The position peaked at $322M in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Principal Financial Group held 1,505,882 shares of AppFolio worth $238M as of Q1 2026.
  • Principal Financial Group bought 259,933 AppFolio shares in Q1 2026, an estimated $49.3M.
  • AppFolio made up 0.13% of Principal Financial Group's portfolio in Q1 2026, its #159 holding.
  • Principal Financial Group first reported a position in AppFolio in Q2 2015 and has held it in 35 quarters since.
  • Principal Financial Group's AppFolio position peaked at $322M in Q3 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.