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Advocate Investing Services’s AppFolio APPF Stock Holding History

Advocate Investing Services’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 		– Sell
-5
Closed -$1.16K – 449
2025
Q4 		$1.16K Buy
+5
New +$1.19K ﹤0.01% 377

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
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
NCM
Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advocate Investing Services's APPF Position: Q1 2026 in Review

Advocate Investing Services sold out of AppFolio (APPF) in Q1 2026, closing a stake of 5 shares — an estimated $1.16K sold.

Advocate Investing Services first reported a position in APPF in Q4 2025 and held it in 1 quarter. The position peaked at $1.16K in Q4 2025. 397 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Advocate Investing Services reported no remaining AppFolio position as of Q1 2026 after selling out during the quarter.
  • Advocate Investing Services sold 5 AppFolio shares in Q1 2026, an estimated $1.16K.
  • Advocate Investing Services first reported a position in AppFolio in Q4 2025 and held it in 1 quarter.
  • Advocate Investing Services's AppFolio position peaked at $1.16K in Q4 2025.
  • 397 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Advocate Investing Services's 13F filing for Q1 2026, filed 22 Apr 2026.