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 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 $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

ALPS Advisors's APPF Position: Q1 2026 in Review

ALPS Advisors increased its AppFolio (APPF) stake by 73% in Q1 2026, buying an estimated $229K and bringing the position to 2,873 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

ALPS Advisors first reported a position in APPF in Q3 2018 and has held it in 9 quarters since. The position peaked at $643K in Q1 2020. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

ALPS Advisors held 2,873 shares of AppFolio worth $453K as of Q1 2026.
ALPS Advisors bought 1,210 AppFolio shares in Q1 2026, an estimated $229K.
AppFolio made up ﹤0.01% of ALPS Advisors's portfolio in Q1 2026, its #928 holding.
ALPS Advisors first reported a position in AppFolio in Q3 2018 and has held it in 9 quarters since.
ALPS Advisors's AppFolio position peaked at $643K in Q1 2020.
396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.