SCM
APPF icon

Sone Capital Management’s AppFolio APPF Stock Holding History

Sone 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
2026
Q2 		$18.6M Sell
116,251
-17,454
-13% -$2.79M 1.42% 24
2026
Q1 		$21.1M Buy
133,705
+69,163
+107% +$13.1M 1.77% 18
2025
Q4 		$15M Buy
64,542
+31,404
+95% +$7.46M 1.22% 35
2025
Q3 		$9.13M Buy
+33,138
New +$8.95M 0.76% 56
2025
Q2 		– Sell
-22,733
Closed -$5M – 102
2025
Q1 		$5M Buy
+22,733
New +$5.21M 0.51% 67

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 $3.37T AUM 44.26% 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

Sone Capital Management's APPF Position: Q2 2026 in Review

Sone Capital Management reduced its AppFolio (APPF) stake by 13% in Q2 2026, selling an estimated $2.79M and leaving 116,251 shares worth $18.6M. The position accounts for 1.42% of the portfolio, ranked #24.

Sone Capital Management first reported a position in APPF in Q1 2025 and has held it in 5 quarters since. The position peaked at $21.1M in Q1 2026. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Sone Capital Management held 116,251 shares of AppFolio worth $18.6M as of Q2 2026.
  • Sone Capital Management sold 17,454 AppFolio shares in Q2 2026, an estimated $2.79M.
  • AppFolio made up 1.42% of Sone Capital Management's portfolio in Q2 2026, its #24 holding.
  • Sone Capital Management first reported a position in AppFolio in Q1 2025 and has held it in 5 quarters since.
  • Sone Capital Management's AppFolio position peaked at $21.1M in Q1 2026.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Sone Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.