Versant Capital Management’s AppFolio APPF Stock Holding History

Versant Capital 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	$72.5K	Buy	452 +284	+169%	+$45.3K	0.01%	1109
2026 Q1	$26.5K	Sell	168 -52	-24%	-$9.85K	﹤0.01%	1656
2025 Q4	$51.2K	Buy	220 +70	+47%	+$16.6K	0.01%	1077
2025 Q3	$41.3K	Buy	150 +6	+4%	+$1.62K	0.01%	1137
2025 Q2	$33.2K	Sell	144 -59	-29%	-$12.9K	0.01%	1216
2025 Q1	$44.6K	Buy	203 +199	+4,975%	+$45.7K	0.01%	913
2024 Q4	$987	Sell	4 -2	-33%	-$468	﹤0.01%	2198
2024 Q3	$1.41K	Buy	6 +2	+50%	+$468	﹤0.01%	1662
2024 Q2	$978	Hold	4	–	–	﹤0.01%	1681
2024 Q1	$987	Hold	4	–	–	﹤0.01%	1547
2023 Q4	$693	Hold	4	–	–	﹤0.01%	1604
2023 Q3	$731	Hold	4	–	–	﹤0.01%	1615
2023 Q2	$689	Buy	+4	New	+$582	﹤0.01%	1732

Other funds holding APPF

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DKCM

Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Versant Capital Management's APPF Position: Q2 2026 in Review

Versant Capital Management increased its AppFolio (APPF) stake by 169% in Q2 2026, buying an estimated $45.3K and bringing the position to 452 shares worth $72.5K. The position accounts for 0.01% of the portfolio, ranked #1109.

Versant Capital Management first reported a position in APPF in Q2 2023 and has held it in 13 quarters since. 48 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

Versant Capital Management held 452 shares of AppFolio worth $72.5K as of Q2 2026.
Versant Capital Management bought 284 AppFolio shares in Q2 2026, an estimated $45.3K.
AppFolio made up 0.01% of Versant Capital Management's portfolio in Q2 2026, its #1109 holding.
Versant Capital Management first reported a position in AppFolio in Q2 2023 and has held it in 13 quarters since.
48 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.