Advisors Asset Management
APPF icon

Advisors Asset Management’s AppFolio APPF Stock Holding History

Advisors Asset Management’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
Q3 		$354K Buy
8,166
+7,419
+993% +$1.47M 0.01% 1151
2026
Q2 		$120K Buy
747
+151
+25% +$24.1K ﹤0.01% 1234
2026
Q1 		$94.1K Buy
596
+83
+16% +$15.7K ﹤0.01% 1244
2025
Q4 		$119K Buy
513
+68
+15% +$16.2K ﹤0.01% 1204
2025
Q3 		$123K Buy
445
+25
+6% +$6.75K ﹤0.01% 1196
2025
Q2 		$96.7K Sell
420
-74
-15% -$16.1K ﹤0.01% 1205
2025
Q1 		$109K Buy
494
+11
+2% +$2.52K ﹤0.01% 1185
2024
Q4 		$119K Buy
483
+93
+24% +$21.8K ﹤0.01% 1196
2024
Q3 		$91.8K Buy
390
+141
+57% +$33K ﹤0.01% 1237
2024
Q2 		$60.9K Buy
249
+69
+38% +$16.1K ﹤0.01% 1260
2024
Q1 		$44.4K Buy
180
+134
+291% +$28.9K ﹤0.01% 1302
2023
Q4 		$7.97K Buy
+46
New +$8.62K ﹤0.01% 1387

Other funds holding APPF

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return

Advisors Asset Management's APPF Position: Q3 2026 in Review

Advisors Asset Management increased its AppFolio (APPF) stake by 993% in Q3 2026, buying an estimated $1.47M and bringing the position to 8,166 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #1151.

Advisors Asset Management first reported a position in APPF in Q4 2023 and has held it in 12 quarters since. 240 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

  • Advisors Asset Management held 8,166 shares of AppFolio worth $354K as of Q3 2026.
  • Advisors Asset Management bought 7,419 AppFolio shares in Q3 2026, an estimated $1.47M.
  • AppFolio made up 0.01% of Advisors Asset Management's portfolio in Q3 2026, its #1151 holding.
  • Advisors Asset Management first reported a position in AppFolio in Q4 2023 and has held it in 12 quarters since.
  • 240 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on Advisors Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.