SLAM
APPF icon

Swiss Life Asset Management’s AppFolio APPF Stock Holding History

Swiss Life 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 		$463K Buy
2,887
+1,424
+97% +$227K ﹤0.01% 1007
2026
Q1 		$231K Buy
1,463
+462
+46% +$87.5K ﹤0.01% 1301
2025
Q4 		$233K Hold
1,001
– – ﹤0.01% 1185
2025
Q3 		$276K Buy
+1,001
New +$270K ﹤0.01% 958

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Swiss Life Asset Management's APPF Position: Q2 2026 in Review

Swiss Life Asset Management increased its AppFolio (APPF) stake by 97% in Q2 2026, buying an estimated $227K and bringing the position to 2,887 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Swiss Life Asset Management first reported a position in APPF in Q3 2025 and has held it in 4 quarters since. 251 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Swiss Life Asset Management held 2,887 shares of AppFolio worth $463K as of Q2 2026.
  • Swiss Life Asset Management bought 1,424 AppFolio shares in Q2 2026, an estimated $227K.
  • AppFolio made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1007 holding.
  • Swiss Life Asset Management first reported a position in AppFolio in Q3 2025 and has held it in 4 quarters since.
  • 251 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.