Ray Dalio
APPF icon

Ray Dalio’s AppFolio APPF Stock Holding History

Ray Dalio’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 		$2.88M Sell
18,256
-24,180
-57% -$4.58M 0.01% 571
2025
Q4 		$9.87M Buy
42,436
+1,842
+5% +$438K 0.04% 360
2025
Q3 		$11.2M Buy
+40,594
New +$11M 0.04% 315
2025
Q2 		– Sell
-46,368
Closed -$10.2M – 594
2025
Q1 		$10.2M Sell
46,368
-30,933
-40% -$7.1M 0.05% 260
2024
Q4 		$19.1M Buy
77,301
+2,156
+3% +$505K 0.09% 174
2024
Q3 		$17.7M Buy
75,145
+9,795
+15% +$2.29M 0.1% 170
2024
Q2 		$16M Sell
65,350
-5,863
-8% -$1.37M 0.08% 181
2024
Q1 		$17.6M Buy
71,213
+55,246
+346% +$11.9M 0.09% 173
2023
Q4 		$2.77M Buy
15,967
+1,460
+10% +$274K 0.02% 466
2023
Q3 		$2.65M Sell
14,507
-1,844
-11% -$334K 0.02% 461
2023
Q2 		$2.81M Buy
+16,351
New +$2.38M 0.02% 415

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
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 $3.37T AUM 44.26% 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

Ray Dalio's APPF Position: Q1 2026 in Review

Ray Dalio reduced its AppFolio (APPF) stake by 57% in Q1 2026, selling an estimated $4.58M and leaving 18,256 shares worth $2.88M. The position accounts for 0.01% of the portfolio, ranked #571.

Ray Dalio first reported a position in APPF in Q2 2023 and has held it in 11 quarters since. The position peaked at $19.1M in Q4 2024. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Ray Dalio held 18,256 shares of AppFolio worth $2.88M as of Q1 2026.
  • Ray Dalio sold 24,180 AppFolio shares in Q1 2026, an estimated $4.58M.
  • AppFolio made up 0.01% of Ray Dalio's portfolio in Q1 2026, its #571 holding.
  • Ray Dalio first reported a position in AppFolio in Q2 2023 and has held it in 11 quarters since.
  • Ray Dalio's AppFolio position peaked at $19.1M in Q4 2024.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.