American Capital Advisory’s AppFolio APPF Stock Holding History

American Capital Advisory’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	$201	Hold	1	–	–	﹤0.01%	1070
2026 Q2	$161	Buy	+1	New	+$160	﹤0.01%	1089

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

American Capital Advisory's APPF Position: Q3 2026 in Review

American Capital Advisory held its AppFolio (APPF) position steady in Q3 2026 at 1 share worth $201. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

American Capital Advisory first reported a position in APPF in Q2 2026 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

American Capital Advisory held 1 share of AppFolio worth $201 as of Q3 2026.
American Capital Advisory left its AppFolio share count unchanged in Q3 2026.
AppFolio made up ﹤0.01% of American Capital Advisory's portfolio in Q3 2026, its #1070 holding.
American Capital Advisory first reported a position in AppFolio in Q2 2026 and has held it in 2 quarters since.
342 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on American Capital Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.