Y-Intercept (HK)’s AppFolio APPF Stock Holding History

Y-Intercept (HK)’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	$679K	Sell	4,233 -47,030	-92%	-$7.51M	0.01%	1208
2026 Q1	$8.09M	Buy	51,263 +38,995	+318%	+$7.39M	0.15%	158
2025 Q4	$2.85M	Buy	12,268 +10,619	+644%	+$2.52M	0.06%	448
2025 Q3	$455K	Buy	+1,649	New	+$445K	0.01%	1282
2025 Q1	–	Sell	-3,052	Closed	-$753K	–	1176
2024 Q4	$753K	Sell	3,052 -935	-23%	-$219K	0.05%	547
2024 Q3	$939K	Sell	3,987 -12,842	-76%	-$3M	0.06%	474
2024 Q2	$4.12M	Buy	+16,829	New	+$3.92M	0.23%	88
2024 Q1	–	Sell	-10,129	Closed	-$1.75M	–	1343
2023 Q4	$1.75M	Buy	10,129 +8,134	+408%	+$1.52M	0.16%	160
2023 Q3	$364K	Buy	+1,995	New	+$362K	0.04%	684
2023 Q1	–	Sell	-5,148	Closed	-$542K	–	1162
2022 Q4	$542K	Buy	+5,148	New	+$573K	0.08%	408

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

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

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Y-Intercept (HK)'s APPF Position: Q2 2026 in Review

Y-Intercept (HK) reduced its AppFolio (APPF) stake by 92% in Q2 2026, selling an estimated $7.51M and leaving 4,233 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #1208.

Y-Intercept (HK) first reported a position in APPF in Q4 2022 and has held it in 10 quarters since. The position peaked at $8.09M in Q1 2026. 63 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

Y-Intercept (HK) held 4,233 shares of AppFolio worth $679K as of Q2 2026.
Y-Intercept (HK) sold 47,030 AppFolio shares in Q2 2026, an estimated $7.51M.
AppFolio made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1208 holding.
Y-Intercept (HK) first reported a position in AppFolio in Q4 2022 and has held it in 10 quarters since.
Y-Intercept (HK)'s AppFolio position peaked at $8.09M in Q1 2026.
63 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.