William Blair Investment Management
APPF icon

William Blair Investment Management’s AppFolio APPF Stock Holding History

William Blair Investment 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 		$116M Buy
721,826
+78,595
+12% +$12.5M 0.35% 87
2026
Q1 		$102M Buy
643,231
+4,990
+0.8% +$945K 0.34% 87
2025
Q4 		$148M Buy
638,241
+86,272
+16% +$20.5M 0.41% 59
2025
Q3 		$152M Sell
551,969
-181,459
-25% -$49M 0.39% 69
2025
Q2 		$169M Buy
733,428
+310,834
+74% +$67.8M 0.45% 67
2025
Q1 		$92.9M Buy
+422,594
New +$96.9M 0.26% 104

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

William Blair Investment Management's APPF Position: Q2 2026 in Review

William Blair Investment Management increased its AppFolio (APPF) stake by 12% in Q2 2026, buying an estimated $12.5M and bringing the position to 721,826 shares worth $116M. The position accounts for 0.35% of the portfolio, ranked #87.

William Blair Investment Management first reported a position in APPF in Q1 2025 and has held it in 6 quarters since. The position peaked at $169M in Q2 2025. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • William Blair Investment Management held 721,826 shares of AppFolio worth $116M as of Q2 2026.
  • William Blair Investment Management bought 78,595 AppFolio shares in Q2 2026, an estimated $12.5M.
  • AppFolio made up 0.35% of William Blair Investment Management's portfolio in Q2 2026, its #87 holding.
  • William Blair Investment Management first reported a position in AppFolio in Q1 2025 and has held it in 6 quarters since.
  • William Blair Investment Management's AppFolio position peaked at $169M in Q2 2025.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on William Blair Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.