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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
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% 1187
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% 1386

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

Advisors Asset Management's APPF Position: Q1 2026 in Review

Advisors Asset Management increased its AppFolio (APPF) stake by 16% in Q1 2026, buying an estimated $15.7K and bringing the position to 596 shares worth $94.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

Advisors Asset Management first reported a position in APPF in Q4 2023 and has held it in 10 quarters since. The position peaked at $123K in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Advisors Asset Management held 596 shares of AppFolio worth $94.1K as of Q1 2026.
  • Advisors Asset Management bought 83 AppFolio shares in Q1 2026, an estimated $15.7K.
  • AppFolio made up ﹤0.01% of Advisors Asset Management's portfolio in Q1 2026, its #1244 holding.
  • Advisors Asset Management first reported a position in AppFolio in Q4 2023 and has held it in 10 quarters since.
  • Advisors Asset Management's AppFolio position peaked at $123K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.