Altshuler Shaham’s AppFolio APPF Stock Holding History

Altshuler Shaham’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	-17	Closed	-$3.96K	–	439
2025 Q4	$3.96K	Buy	17 +2	+13%	+$475	﹤0.01%	333
2025 Q3	$4.13K	Buy	+15	New	+$4.05K	﹤0.01%	294
2024 Q1	–	Sell	-97	Closed	-$16.8K	–	309
2023 Q4	$16.8K	Sell	97 -21	-18%	-$3.93K	﹤0.01%	226
2023 Q3	$21.6K	Sell	118 -60	-34%	-$10.9K	﹤0.01%	237
2023 Q2	$30.6K	Sell	178 -59	-25%	-$8.59K	﹤0.01%	227
2023 Q1	$29.5K	Buy	+237	New	+$28.6K	﹤0.01%	285
2020 Q2	–	Sell	-137	Closed	-$15K	–	351
2020 Q1	$15K	Buy	+137	New	+$16.3K	﹤0.01%	248
2019 Q4	–	Sell	-190	Closed	-$18K	–	502
2019 Q3	$18K	Buy	190 +23	+14%	+$2.29K	﹤0.01%	238
2019 Q2	$17K	Buy	+167	New	+$15.8K	﹤0.01%	223
2018 Q4	–	Sell	-82	Closed	-$6K	–	257
2018 Q3	$6K	Buy	+82	New	+$6.2K	﹤0.01%	234

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

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

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 $1.88T AUM 44.46% 1-Year Est. Return

Altshuler Shaham's APPF Position: Q1 2026 in Review

Altshuler Shaham sold out of AppFolio (APPF) in Q1 2026, closing a stake of 17 shares — an estimated $3.96K sold.

Altshuler Shaham first reported a position in APPF in Q3 2018 and held it in 10 quarters. The position peaked at $30.6K in Q2 2023. 397 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

Altshuler Shaham reported no remaining AppFolio position as of Q1 2026 after selling out during the quarter.
Altshuler Shaham sold 17 AppFolio shares in Q1 2026, an estimated $3.96K.
Altshuler Shaham first reported a position in AppFolio in Q3 2018 and held it in 10 quarters.
Altshuler Shaham's AppFolio position peaked at $30.6K in Q2 2023.
397 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Altshuler Shaham's 13F filing for Q1 2026, filed 18 May 2026.