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 Q2	–	Sell	-88	Closed	-$13.9K	–	723
2026 Q1	$13.9K	Buy	+88	New	+$16.7K	﹤0.01%	601

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

NCM

Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return

Addison Advisors's APPF Position: Q2 2026 in Review

Addison Advisors sold out of AppFolio (APPF) in Q2 2026, closing a stake of 88 shares — an estimated $13.9K sold.

Addison Advisors first reported a position in APPF in Q1 2026 and held it in 1 quarter. The position peaked at $13.9K in Q1 2026. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

Addison Advisors reported no remaining AppFolio position as of Q2 2026 after selling out during the quarter.
Addison Advisors sold 88 AppFolio shares in Q2 2026, an estimated $13.9K.
Addison Advisors first reported a position in AppFolio in Q1 2026 and held it in 1 quarter.
Addison Advisors's AppFolio position peaked at $13.9K in Q1 2026.
395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.