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 Q3	$879K	Buy	4,385 +152	+4%	+$30.2K	0.02%	1069
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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return

Y-Intercept (HK)'s APPF Position: Q3 2026 in Review

Y-Intercept (HK) increased its AppFolio (APPF) stake by 3.6% in Q3 2026, buying an estimated $30.2K and bringing the position to 4,385 shares worth $879K. The position accounts for 0.02% of the portfolio, ranked #1069.

Y-Intercept (HK) first reported a position in APPF in Q4 2022 and has held it in 11 quarters since. The position peaked at $8.09M in Q1 2026. 240 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

Y-Intercept (HK) held 4,385 shares of AppFolio worth $879K as of Q3 2026.
Y-Intercept (HK) bought 152 AppFolio shares in Q3 2026, an estimated $30.2K.
AppFolio made up 0.02% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1069 holding.
Y-Intercept (HK) first reported a position in AppFolio in Q4 2022 and has held it in 11 quarters since.
Y-Intercept (HK)'s AppFolio position peaked at $8.09M in Q1 2026.
240 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.