PRINCIPAL FINANCIAL GROUP INC APPF — APPFOLIO INC

Ownership history in PRINCIPAL FINANCIAL GROUP INC  ·  35 quarters on record

AI Ownership Summary

PRINCIPAL FINANCIAL GROUP INC reported APPFOLIO INC (APPF) in 35 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.16% in 2025 Q3. The latest visible filing shows APPF at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this APPF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRINCIPAL FINANCIAL GROUP INC's position in APPFOLIO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

APPF was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

APPF stock page PRINCIPAL FINANCIAL GROUP INC fund profile PRINCIPAL FINANCIAL GROUP INC full holdings
How PRINCIPAL FINANCIAL GROUP INC held APPF — position size vs. price
% of Fund (quarterly)    APPF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,505,882 +259,933 +20.9% 0.13% $237.7M 2026-05-04 $173.63
2025 Q4 ADDED — — — 1,245,949 +79,197 +6.8% 0.15% $289.9M 2026-02-02 $195.06
2025 Q3 ADDED — — — 1,166,752 +333,861 +40.1% 0.16% $321.6M 2025-11-04 $260.62
2025 Q2 ADDED — — — 832,891 +431,003 +107.2% 0.10% $191.8M 2025-08-08 $283.36
2025 Q1 ADDED — — — 401,888 +220,239 +121.2% 0.05% $88.4M 2025-04-28 $201.49
2024 Q4 ADDED — — — 181,649 +3,818 +2.1% 0.02% $44.8M 2025-01-31 $233.91
2024 Q3 ADDED — — — 177,831 +24,697 +16.1% 0.02% $41.9M 2024-10-31 $207.87
2024 Q2 ADDED — — — 153,134 +1,488 +1.0% 0.02% $37.5M 2024-07-29 $229.02
2024 Q1 ADDED — — — 151,646 +145,481 +2359.8% 0.02% $37.4M 2024-04-29 $238.05
2023 Q4 ADDED — — — 6,165 +673 +12.3% 0.00% $1.1M 2024-02-07 $233.32
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding APPF

As of 2026 Q1 — sorted by position size

Davidson Kahn Capital Management, LLC 1.49% Index Technologies Group LLC 0.73% Quantum Portfolio Management LLC 0.48% Granite Investment Partners, LLC 3Y 7Y 0.47% LECAP ASSET MANAGEMENT LTD 0.44% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.34% Yorktown Management & Research Co Inc 3Y 7Y 0.26% Three Seasons Wealth, LLC 0.19% ZEVENBERGEN CAPITAL INVESTMENTS LLC 3Y 7Y 0.17% Y-Intercept (Hong Kong) Ltd 3Y 0.15%

FAQ About PRINCIPAL FINANCIAL GROUP INC and APPF

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRINCIPAL FINANCIAL GROUP INC reported owning APPF?

PRINCIPAL FINANCIAL GROUP INC reported APPF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported APPF position in PRINCIPAL FINANCIAL GROUP INC's portfolio?

The largest reported portfolio weight for APPF was 0.16% in 2025 Q3.

What is the latest reported APPF position on this page?

The most recent filing on this page is 2026 Q1, when PRINCIPAL FINANCIAL GROUP INC reported 1,505,882 shares, equal to 0.13% of portfolio, with an estimated market value of $237.7M.

What does the chart on this APPF ownership page compare?

The chart compares PRINCIPAL FINANCIAL GROUP INC's quarterly APPF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PRINCIPAL FINANCIAL GROUP INC time their APPF position?

Based on 13F filing dates vs. subsequent APPF price moves, PRINCIPAL FINANCIAL GROUP INC correctly timed 13 out of 34 reported position changes (38%). The annualised alpha on APPF relative to SPY over the holding period was -4.8%.

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