Advisory Services Network’s AppFolio APPF Stock Holding History

Advisory Services Network’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	$81.4K	Buy	+516	New	+$97.8K	﹤0.01%	2329
2025 Q4	–	Sell	-200	Closed	-$55.1K	–	1920
2025 Q3	$55.1K	Buy	+200	New	+$54K	﹤0.01%	2408
2024 Q1	–	Sell	-1	Closed	-$173	–	1555
2023 Q4	$173	Buy	+1	New	+$187	﹤0.01%	3746
2023 Q1	–	Sell	-276	Closed	-$29.1K	–	3998
2022 Q4	$29.1K	Buy	+276	New	+$30.7K	﹤0.01%	2256
2021 Q3	–	Sell	-1,222	Closed	-$173K	–	1484
2021 Q2	$173K	Buy	+1,222	New	+$170K	0.01%	1335
2021 Q1	–	Sell	-1,272	Closed	-$229K	–	1371
2020 Q4	$229K	Buy	+1,272	New	+$204K	0.01%	1012
2019 Q2	–	Sell	-450	Closed	-$36K	–	2793
2019 Q1	$36K	Hold	450	–	–	﹤0.01%	1364
2018 Q4	$27K	Sell	450 -3,611	-89%	-$219K	﹤0.01%	1371
2018 Q3	$318K	Buy	4,061 +3,961	+3,961%	+$300K	0.02%	632
2018 Q2	$7K	Buy	+100	New	+$5.45K	﹤0.01%	1894

Other funds holding APPF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Services Network's APPF Position: Q1 2026 in Review

Advisory Services Network opened a new position in AppFolio (APPF) in Q1 2026: 516 shares worth $81.4K. The stake represents ﹤0.01% of the portfolio and ranks #2329 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in APPF as recently as Q3 2025.

Advisory Services Network first reported a position in APPF in Q2 2018 and has held it in 10 quarters since. The position peaked at $318K in Q3 2018. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

Advisory Services Network held 516 shares of AppFolio worth $81.4K as of Q1 2026.
AppFolio was a new Advisory Services Network position in Q1 2026.
AppFolio made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2329 holding.
Advisory Services Network first reported a position in AppFolio in Q2 2018 and has held it in 10 quarters since.
Advisory Services Network's AppFolio position peaked at $318K in Q3 2018.
396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.