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TenCore Partners’s AppFolio APPF Stock Holding History

TenCore Partners’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 		$14.2M Sell
88,270
-21,635
-20% -$3.45M 11.02% 3
2026
Q1 		$17.3M Buy
+109,905
New +$20.8M 13.48% 3

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 $3.38T AUM 44.17% 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

TenCore Partners's APPF Position: Q2 2026 in Review

TenCore Partners reduced its AppFolio (APPF) stake by 20% in Q2 2026, selling an estimated $3.45M and leaving 88,270 shares worth $14.2M. The position accounts for 11.02% of the portfolio, ranked #3.

TenCore Partners first reported a position in APPF in Q1 2026 and has held it in 2 quarters since. The position peaked at $17.3M in Q1 2026. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • TenCore Partners held 88,270 shares of AppFolio worth $14.2M as of Q2 2026.
  • TenCore Partners sold 21,635 AppFolio shares in Q2 2026, an estimated $3.45M.
  • AppFolio made up 11.02% of TenCore Partners's portfolio in Q2 2026, its #3 holding.
  • TenCore Partners first reported a position in AppFolio in Q1 2026 and has held it in 2 quarters since.
  • TenCore Partners's AppFolio position peaked at $17.3M in Q1 2026.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on TenCore Partners's 13F filing for Q2 2026, filed 12 Aug 2026.