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Amalgamated Bank’s AppFolio APPF Stock Holding History

Amalgamated Bank’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 		$1.83M Sell
11,434
-44
-0.4% -$7.03K 0.01% 881
2026
Q1 		$1.81M Buy
11,478
+535
+5% +$101K 0.01% 848
2025
Q4 		$2.55M Sell
10,943
-125
-1% -$29.7K 0.02% 708
2025
Q3 		$3.05M Buy
11,068
+46
+0.4% +$12.4K 0.02% 629
2025
Q2 		$2.54M Sell
11,022
-44
-0.4% -$9.59K 0.02% 688
2025
Q1 		$2.43M Sell
11,066
-194
-2% -$44.5K 0.02% 692
2024
Q4 		$2.78M Buy
11,260
+24
+0.2% +$5.62K 0.02% 667
2024
Q3 		$2.65M Buy
11,236
+291
+3% +$68.1K 0.02% 694
2024
Q2 		$2.68M Buy
10,945
+144
+1% +$33.5K 0.02% 729
2024
Q1 		$2.67M Buy
10,801
+8,013
+287% +$1.73M 0.02% 747
2023
Q4 		$483K Sell
2,788
-200
-7% -$37.5K ﹤0.01% 1463
2023
Q3 		$546K Buy
2,988
+45
+2% +$8.16K ﹤0.01% 1364
2023
Q2 		$507K Buy
2,943
+182
+7% +$26.5K ﹤0.01% 1430
2023
Q1 		$344K Sell
2,761
-440
-14% -$53.1K ﹤0.01% 1584
2022
Q4 		$337K Buy
3,201
+145
+5% +$16.1K ﹤0.01% 1646
2022
Q3 		$320K Buy
3,056
+47
+2% +$4.79K ﹤0.01% 1634
2022
Q2 		$273K Sell
3,009
-111
-4% -$11.2K ﹤0.01% 1737
2022
Q1 		$353K Sell
3,120
-217
-7% -$25K ﹤0.01% 1699
2021
Q4 		$404K Buy
3,337
+3
+0.1% +$380 ﹤0.01% 1682
2021
Q3 		$401K Sell
3,334
-205
-6% -$26.6K ﹤0.01% 1701
2021
Q2 		$500K Buy
3,539
+1,216
+52% +$169K ﹤0.01% 1641
2021
Q1 		$328K Sell
2,323
-226
-9% -$35.1K 0.01% 1217
2020
Q4 		$459K Buy
2,549
+14
+0.6% +$2.24K 0.02% 1014
2020
Q3 		$359K Sell
2,535
-17
-0.7% -$2.62K 0.02% 1020
2020
Q2 		$415K Sell
2,552
-216
-8% -$28.3K 0.02% 935
2020
Q1 		$307K Sell
2,768
-91
-3% -$10.9K 0.01% 1135
2019
Q4 		$314K Buy
2,859
+163
+6% +$16.6K 0.01% 1379
2019
Q3 		$256K Sell
2,696
-44
-2% -$4.38K 0.01% 1414
2019
Q2 		$280K Buy
+2,740
New +$259K 0.01% 1389

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Amalgamated Bank's APPF Position: Q2 2026 in Review

Amalgamated Bank reduced its AppFolio (APPF) stake by 0.38% in Q2 2026, selling an estimated $7.03K and leaving 11,434 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #881.

Amalgamated Bank first reported a position in APPF in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.05M in Q3 2025. 172 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Amalgamated Bank held 11,434 shares of AppFolio worth $1.83M as of Q2 2026.
  • Amalgamated Bank sold 44 AppFolio shares in Q2 2026, an estimated $7.03K.
  • AppFolio made up 0.01% of Amalgamated Bank's portfolio in Q2 2026, its #881 holding.
  • Amalgamated Bank first reported a position in AppFolio in Q2 2019 and has held it in 29 quarters since.
  • Amalgamated Bank's AppFolio position peaked at $3.05M in Q3 2025.
  • 172 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.