Zevenbergen Capital Investments’s AppFolio APPF Stock Holding History

Zevenbergen Capital Investments’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	$9.19M	Buy	57,300 +19,000	+50%	+$3.03M	0.21%	64
2026 Q1	$6.04M	Buy	38,300 +14,500	+61%	+$2.75M	0.17%	63
2025 Q4	$5.54M	Hold	23,800	–	–	0.12%	64
2025 Q3	$6.56M	Buy	23,800 +3,800	+19%	+$1.03M	0.13%	62
2025 Q2	$4.61M	Hold	20,000	–	–	0.09%	69
2025 Q1	$4.4M	Sell	20,000 -950	-5%	-$218K	0.11%	66
2024 Q4	$5.17M	Sell	20,950 -500	-2%	-$117K	0.11%	65
2024 Q3	$5.05M	Sell	21,450 -1,000	-4%	-$234K	0.11%	60
2024 Q2	$5.49M	Buy	+22,450	New	+$5.23M	0.12%	62

Other funds holding APPF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Zevenbergen Capital Investments's APPF Position: Q2 2026 in Review

Zevenbergen Capital Investments increased its AppFolio (APPF) stake by 50% in Q2 2026, buying an estimated $3.03M and bringing the position to 57,300 shares worth $9.19M. The position accounts for 0.21% of the portfolio, ranked #64.

Zevenbergen Capital Investments first reported a position in APPF in Q2 2024 and has held it in 9 quarters since. 166 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

Zevenbergen Capital Investments held 57,300 shares of AppFolio worth $9.19M as of Q2 2026.
Zevenbergen Capital Investments bought 19,000 AppFolio shares in Q2 2026, an estimated $3.03M.
AppFolio made up 0.21% of Zevenbergen Capital Investments's portfolio in Q2 2026, its #64 holding.
Zevenbergen Capital Investments first reported a position in AppFolio in Q2 2024 and has held it in 9 quarters since.
166 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Zevenbergen Capital Investments's 13F filing for Q2 2026, filed 16 Jul 2026.