ZEP
APPF icon

Zeno Equity Partners’s AppFolio APPF Stock Holding History

Zeno Equity Partners’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
2025
Q2 		– Sell
-88,789
Closed -$19.5M – 12
2025
Q1 		$19.5M Sell
88,789
-40,467
-31% -$9.28M 7.06% 7
2024
Q4 		$31.9M Sell
129,256
-47,669
-27% -$11.2M 9.57% 5
2024
Q3 		$41.6M Buy
176,925
+4,361
+3% +$1.02M 11.62% 3
2024
Q2 		$42.2M Sell
172,564
-33,217
-16% -$7.74M 11.23% 4
2024
Q1 		$50.8M Buy
205,781
+12,786
+7% +$2.76M 11.37% 3
2023
Q4 		$33.4M Buy
+192,995
New +$36.2M 8.81% 2

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Zeno Equity Partners's APPF Position: Q2 2025 in Review

Zeno Equity Partners sold out of AppFolio (APPF) in Q2 2025, closing a stake of 88,789 shares — an estimated $19.5M sold.

Zeno Equity Partners first reported a position in APPF in Q4 2023 and held it in 6 quarters. The position peaked at $50.8M in Q1 2024. 385 funds tracked by Wall St. Rank hold APPF as of Q2 2025.

  • Zeno Equity Partners reported no remaining AppFolio position as of Q2 2025 after selling out during the quarter.
  • Zeno Equity Partners sold 88,789 AppFolio shares in Q2 2025, an estimated $19.5M.
  • Zeno Equity Partners first reported a position in AppFolio in Q4 2023 and held it in 6 quarters.
  • Zeno Equity Partners's AppFolio position peaked at $50.8M in Q1 2024.
  • 385 funds tracked by Wall St. Rank held AppFolio as of Q2 2025.

Based on Zeno Equity Partners's 13F filing for Q2 2025, filed 11 Aug 2025.