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Yorktown Management & Research Company’s AppFolio APPF Stock Holding History

Yorktown Management & Research Company’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 		– Sell
-1,950
Closed -$308K – 250
2026
Q1 		$308K Buy
+1,950
New +$369K 0.26% 151
2024
Q1 		– Sell
-1,550
Closed -$269K – 221
2023
Q4 		$269K Hold
1,550
– – 0.28% 187
2023
Q3 		$283K Buy
+1,550
New +$281K 0.32% 163

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Yorktown Management & Research Company's APPF Position: Q2 2026 in Review

Yorktown Management & Research Company sold out of AppFolio (APPF) in Q2 2026, closing a stake of 1,950 shares — an estimated $308K sold.

Yorktown Management & Research Company first reported a position in APPF in Q3 2023 and held it in 3 quarters. The position peaked at $308K in Q1 2026. 178 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Yorktown Management & Research Company reported no remaining AppFolio position as of Q2 2026 after selling out during the quarter.
  • Yorktown Management & Research Company sold 1,950 AppFolio shares in Q2 2026, an estimated $308K.
  • Yorktown Management & Research Company first reported a position in AppFolio in Q3 2023 and held it in 3 quarters.
  • Yorktown Management & Research Company's AppFolio position peaked at $308K in Q1 2026.
  • 178 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.