Wellington Management Group
APPF icon

Wellington Management Group’s AppFolio APPF Stock Holding History

Wellington Management Group’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 		$36.1M Buy
+224,904
New +$35.9M 0.01% 839
2025
Q3 		– Sell
-44,291
Closed -$10.2M – 1978
2025
Q2 		$10.2M Sell
44,291
-10,966
-20% -$2.39M ﹤0.01% 1204
2025
Q1 		$12.2M Sell
55,257
-35,581
-39% -$8.16M ﹤0.01% 1147
2024
Q4 		$22.4M Sell
90,838
-6,291
-6% -$1.47M ﹤0.01% 944
2024
Q3 		$22.9M Sell
97,129
-8,053
-8% -$1.88M ﹤0.01% 914
2024
Q2 		$25.7M Sell
105,182
-18,461
-15% -$4.3M ﹤0.01% 885
2024
Q1 		$30.5M Buy
123,643
+16,068
+15% +$3.46M 0.01% 848
2023
Q4 		$18.6M Buy
+107,575
New +$20.2M ﹤0.01% 956
2023
Q1 		– Sell
-4,876
Closed -$514K – 1992
2022
Q4 		$514K Buy
+4,876
New +$542K ﹤0.01% 1804
2018
Q2 		– Sell
-7,700
Closed -$315K – 2225
2018
Q1 		$315K Sell
7,700
-26,116
-77% -$1.09M ﹤0.01% 2085
2017
Q4 		$1.4M Buy
33,816
+8,822
+35% +$396K ﹤0.01% 1822
2017
Q3 		$1.2M Buy
+24,994
New +$983K ﹤0.01% 1837

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 $3.37T AUM 44.26% 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

Wellington Management Group's APPF Position: Q2 2026 in Review

Wellington Management Group opened a new position in AppFolio (APPF) in Q2 2026: 224,904 shares worth $36.1M. The stake represents 0.01% of the portfolio and ranks #839 among its holdings. This is a return to the name: Wellington Management Group previously reported a position in APPF as recently as Q2 2025.

Wellington Management Group first reported a position in APPF in Q3 2017 and has held it in 12 quarters since. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Wellington Management Group held 224,904 shares of AppFolio worth $36.1M as of Q2 2026.
  • AppFolio was a new Wellington Management Group position in Q2 2026.
  • AppFolio made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #839 holding.
  • Wellington Management Group first reported a position in AppFolio in Q3 2017 and has held it in 12 quarters since.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.