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TFJ Management’s AppFolio APPF Stock Holding History

TFJ 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
Q1 		$8.17M Buy
51,739
+15,573
+43% +$2.95M 5.78% 7
2025
Q4 		$8.41M Buy
36,166
+2,136
+6% +$508K 6.06% 7
2025
Q3 		$9.38M Hold
34,030
– – 6.32% 8
2025
Q2 		$7.84M Buy
34,030
+11,757
+53% +$2.56M 6.12% 6
2025
Q1 		$4.9M Hold
22,273
– – 4.64% 9
2024
Q4 		$5.5M Buy
+22,273
New +$5.21M 4.95% 8

Other funds holding APPF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

TFJ Management's APPF Position: Q1 2026 in Review

TFJ Management increased its AppFolio (APPF) stake by 43% in Q1 2026, buying an estimated $2.95M and bringing the position to 51,739 shares worth $8.17M. The position accounts for 5.78% of the portfolio, ranked #7.

TFJ Management first reported a position in APPF in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.38M in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • TFJ Management held 51,739 shares of AppFolio worth $8.17M as of Q1 2026.
  • TFJ Management bought 15,573 AppFolio shares in Q1 2026, an estimated $2.95M.
  • AppFolio made up 5.78% of TFJ Management's portfolio in Q1 2026, its #7 holding.
  • TFJ Management first reported a position in AppFolio in Q4 2024 and has held it in 6 quarters since.
  • TFJ Management's AppFolio position peaked at $9.38M in Q3 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on TFJ Management's 13F filing for Q1 2026, filed 15 May 2026.