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TwinBeech Capital’s AppFolio APPF Stock Holding History

TwinBeech Capital’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 		– Sell
-6,600
Closed -$1.04M – 377
2026
Q1 		$1.04M Buy
+6,600
New +$1.25M 0.11% 237
2024
Q2 		– Sell
-13,845
Closed -$3.42M – 524
2024
Q1 		$3.42M Buy
+13,845
New +$2.99M 0.07% 266
2023
Q4 		– Sell
-1,329
Closed -$243K – 639
2023
Q3 		$243K Buy
+1,329
New +$241K ﹤0.01% 588
2021
Q3 		– Sell
-6,215
Closed -$878K – 569
2021
Q2 		$878K Buy
+6,215
New +$863K 0.11% 224
2020
Q4 		– Sell
-3,403
Closed -$483K – 421
2020
Q3 		$483K Buy
+3,403
New +$524K 0.1% 263

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
London Company of Virginia
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
Nellore Capital Management
Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return

TwinBeech Capital's APPF Position: Q2 2026 in Review

TwinBeech Capital sold out of AppFolio (APPF) in Q2 2026, closing a stake of 6,600 shares — an estimated $1.04M sold.

TwinBeech Capital first reported a position in APPF in Q3 2020 and held it in 5 quarters. The position peaked at $3.42M in Q1 2024. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • TwinBeech Capital reported no remaining AppFolio position as of Q2 2026 after selling out during the quarter.
  • TwinBeech Capital sold 6,600 AppFolio shares in Q2 2026, an estimated $1.04M.
  • TwinBeech Capital first reported a position in AppFolio in Q3 2020 and held it in 5 quarters.
  • TwinBeech Capital's AppFolio position peaked at $3.42M in Q1 2024.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

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