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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
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
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

Advisors Asset Management's APPF Position: Q2 2026 in Review

Advisors Asset Management increased its AppFolio (APPF) stake by 25% in Q2 2026, buying an estimated $24.1K and bringing the position to 747 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Advisors Asset Management first reported a position in APPF in Q4 2023 and has held it in 11 quarters since. The position peaked at $123K in Q3 2025. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Advisors Asset Management held 747 shares of AppFolio worth $120K as of Q2 2026.
  • Advisors Asset Management bought 151 AppFolio shares in Q2 2026, an estimated $24.1K.
  • AppFolio made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1234 holding.
  • Advisors Asset Management first reported a position in AppFolio in Q4 2023 and has held it in 11 quarters since.
  • Advisors Asset Management's AppFolio position peaked at $123K in Q3 2025.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.