Two Sigma Investments
APPF icon

Two Sigma Investments’s AppFolio APPF Stock Holding History

Two Sigma Investments’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 		$19.6M Buy
124,314
+24,438
+24% +$4.63M 0.02% 957
2025
Q4 		$23.2M Buy
99,876
+85,867
+613% +$20.4M 0.03% 653
2025
Q3 		$3.86M Buy
+14,009
New +$3.78M 0.01% 1658
2024
Q3 		– Sell
-2,022
Closed -$495K – 3104
2024
Q2 		$495K Sell
2,022
-7,229
-78% -$1.68M ﹤0.01% 2376
2024
Q1 		$2.28M Sell
9,251
-32,231
-78% -$6.95M 0.01% 1389
2023
Q4 		$7.19M Sell
41,482
-26,717
-39% -$5.01M 0.02% 818
2023
Q3 		$12.5M Buy
68,199
+42,612
+167% +$7.73M 0.03% 528
2023
Q2 		$4.4M Buy
25,587
+3,598
+16% +$524K 0.01% 978
2023
Q1 		$2.74M Sell
21,989
-673
-3% -$81.2K 0.01% 1198
2022
Q4 		$2.39M Buy
+22,662
New +$2.52M 0.01% 1222
2022
Q2 		– Sell
-32,841
Closed -$3.72M – 2491
2022
Q1 		$3.72M Buy
+32,841
New +$3.78M 0.01% 1063
2018
Q4 		– Sell
-44,974
Closed -$3.53M – 2964
2018
Q3 		$3.53M Sell
44,974
-64,188
-59% -$4.85M 0.01% 1115
2018
Q2 		$6.67M Buy
109,162
+83,321
+322% +$4.54M 0.02% 883
2018
Q1 		$1.06M Sell
25,841
-50,243
-66% -$2.09M ﹤0.01% 1971
2017
Q4 		$3.16M Sell
76,084
-5,054
-6% -$227K 0.01% 1170
2017
Q3 		$3.89M Buy
81,138
+26,679
+49% +$1.05M 0.01% 922
2017
Q2 		$1.77M Buy
54,459
+24,793
+84% +$712K 0.01% 1500
2017
Q1 		$807K Buy
+29,666
New +$709K ﹤0.01% 2053
2016
Q3 		– Sell
-12,765
Closed -$185K – 3073
2016
Q2 		$185K Buy
+12,765
New +$171K ﹤0.01% 2762

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

Two Sigma Investments's APPF Position: Q1 2026 in Review

Two Sigma Investments increased its AppFolio (APPF) stake by 24% in Q1 2026, buying an estimated $4.63M and bringing the position to 124,314 shares worth $19.6M. The position accounts for 0.02% of the portfolio, ranked #957.

Two Sigma Investments first reported a position in APPF in Q2 2016 and has held it in 19 quarters since. The position peaked at $23.2M in Q4 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Two Sigma Investments held 124,314 shares of AppFolio worth $19.6M as of Q1 2026.
  • Two Sigma Investments bought 24,438 AppFolio shares in Q1 2026, an estimated $4.63M.
  • AppFolio made up 0.02% of Two Sigma Investments's portfolio in Q1 2026, its #957 holding.
  • Two Sigma Investments first reported a position in AppFolio in Q2 2016 and has held it in 19 quarters since.
  • Two Sigma Investments's AppFolio position peaked at $23.2M in Q4 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.