AlphaGrep UK’s AppFolio APPF Stock Holding History

AlphaGrep UK’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 Q3	–	Sell	-1,498	Closed	-$240K	–	746
2026 Q2	$240K	Sell	1,498 -2,043	-58%	-$326K	0.07%	608
2026 Q1	$559K	Buy	+3,541	New	+$671K	0.16%	196

Other funds holding APPF

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

AlphaGrep UK's APPF Position: Q3 2026 in Review

AlphaGrep UK sold out of AppFolio (APPF) in Q3 2026, closing a stake of 1,498 shares — an estimated $240K sold.

AlphaGrep UK first reported a position in APPF in Q1 2026 and held it in 2 quarters. The position peaked at $559K in Q1 2026. 342 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

AlphaGrep UK reported no remaining AppFolio position as of Q3 2026 after selling out during the quarter.
AlphaGrep UK sold 1,498 AppFolio shares in Q3 2026, an estimated $240K.
AlphaGrep UK first reported a position in AppFolio in Q1 2026 and held it in 2 quarters.
AlphaGrep UK's AppFolio position peaked at $559K in Q1 2026.
342 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.