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Advisors Capital Management’s AppFolio APPF Stock Holding History

Advisors Capital 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 		$3.24M Buy
20,176
+352
+2% +$56.2K 0.03% 254
2026
Q1 		$3.13M Buy
19,824
+539
+3% +$102K 0.04% 244
2025
Q4 		$4.49M Sell
19,285
-266
-1% -$63.2K 0.05% 216
2025
Q3 		$5.39M Buy
19,551
+349
+2% +$94.3K 0.07% 199
2025
Q2 		$4.42M Buy
19,202
+1,981
+12% +$432K 0.06% 203
2025
Q1 		$3.79M Buy
17,221
+5,147
+43% +$1.18M 0.06% 210
2024
Q4 		$2.98M Buy
12,074
+7
+0.1% +$1.64K 0.05% 234
2024
Q3 		$2.84M Buy
12,067
+759
+7% +$178K 0.05% 226
2024
Q2 		$2.77M Sell
11,308
-108
-0.9% -$25.2K 0.05% 229
2024
Q1 		$2.82M Buy
11,416
+634
+6% +$137K 0.05% 224
2023
Q4 		$1.87M Buy
10,782
+701
+7% +$131K 0.04% 254
2023
Q3 		$1.84M Sell
10,081
-1,052
-9% -$191K 0.05% 229
2023
Q2 		$1.92M Sell
11,133
-57
-0.5% -$8.3K 0.05% 222
2023
Q1 		$1.39M Buy
+11,190
New +$1.35M 0.04% 228

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 Capital Management's APPF Position: Q2 2026 in Review

Advisors Capital Management increased its AppFolio (APPF) stake by 1.8% in Q2 2026, buying an estimated $56.2K and bringing the position to 20,176 shares worth $3.24M. The position accounts for 0.03% of the portfolio, ranked #254.

Advisors Capital Management first reported a position in APPF in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.39M in Q3 2025. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Advisors Capital Management held 20,176 shares of AppFolio worth $3.24M as of Q2 2026.
  • Advisors Capital Management bought 352 AppFolio shares in Q2 2026, an estimated $56.2K.
  • AppFolio made up 0.03% of Advisors Capital Management's portfolio in Q2 2026, its #254 holding.
  • Advisors Capital Management first reported a position in AppFolio in Q1 2023 and has held it in 14 quarters since.
  • Advisors Capital Management's AppFolio position peaked at $5.39M in Q3 2025.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.