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Addison Advisors’s AppFolio APPF Stock Holding History

Addison Advisors’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
Q1 		$13.9K Buy
+88
New +$16.7K ﹤0.01% 601

Other funds holding APPF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Addison Advisors's APPF Position: Q1 2026 in Review

Addison Advisors opened a new position in AppFolio (APPF) in Q1 2026: 88 shares worth $13.9K. The stake represents ﹤0.01% of the portfolio and ranks #601 among its holdings.

396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Addison Advisors held 88 shares of AppFolio worth $13.9K as of Q1 2026.
  • AppFolio was a new Addison Advisors position in Q1 2026.
  • AppFolio made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #601 holding.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.