ALPS Advisors’s AppFolio APPF Stock Holding History

ALPS Advisors’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	$466K	Buy	2,908 +35	+1%	+$5.59K	﹤0.01%	1006
2026 Q1	$453K	Buy	2,873 +1,210	+73%	+$229K	﹤0.01%	928
2025 Q4	$387K	Buy	1,663 +8	+0.5%	+$1.9K	﹤0.01%	901
2025 Q3	$456K	Sell	1,655 -25	-1%	-$6.75K	﹤0.01%	772
2025 Q2	$387K	Buy	1,680 +20	+1%	+$4.36K	﹤0.01%	791
2025 Q1	$365K	Buy	+1,660	New	+$381K	﹤0.01%	697
2020 Q3	–	Sell	-2,445	Closed	-$398K	–	818
2020 Q2	$398K	Sell	2,445 -3,347	-58%	-$438K	0.01%	487
2020 Q1	$643K	Buy	+5,792	New	+$691K	0.01%	396
2019 Q1	–	Sell	-5,177	Closed	-$307K	–	886
2018 Q4	$307K	Sell	5,177 -494	-9%	-$30K	﹤0.01%	789
2018 Q3	$445K	Buy	+5,671	New	+$429K	﹤0.01%	857

Other funds holding APPF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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

ALPS Advisors's APPF Position: Q2 2026 in Review

ALPS Advisors increased its AppFolio (APPF) stake by 1.2% in Q2 2026, buying an estimated $5.59K and bringing the position to 2,908 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

ALPS Advisors first reported a position in APPF in Q3 2018 and has held it in 10 quarters since. The position peaked at $643K in Q1 2020. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

ALPS Advisors held 2,908 shares of AppFolio worth $466K as of Q2 2026.
ALPS Advisors bought 35 AppFolio shares in Q2 2026, an estimated $5.59K.
AppFolio made up ﹤0.01% of ALPS Advisors's portfolio in Q2 2026, its #1006 holding.
ALPS Advisors first reported a position in AppFolio in Q3 2018 and has held it in 10 quarters since.
ALPS Advisors's AppFolio position peaked at $643K in Q1 2020.
395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.