Arax Advisory Partners’s AppFolio APPF Stock Holding History

Arax Advisory Partners’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	$85.7K	Buy	+534	New	+$85.3K	﹤0.01%	2850
2026 Q1	–	Sell	-236	Closed	-$54.9K	–	3803
2025 Q4	$54.9K	Buy	236 +41	+21%	+$9.74K	﹤0.01%	1561
2025 Q3	$53.8K	Buy	195 +169	+650%	+$45.6K	﹤0.01%	1801
2025 Q2	$5.99K	Sell	26 -6	-19%	-$1.31K	﹤0.01%	2174
2025 Q1	$7.04K	Buy	32 +29	+967%	+$6.65K	﹤0.01%	1668
2024 Q4	$741	Sell	3 -1	-25%	-$234	﹤0.01%	2239
2024 Q3	$942	Sell	4 -4	-50%	-$936	﹤0.01%	2278
2024 Q2	$1.96K	Hold	8	–	–	﹤0.01%	1976
2024 Q1	$1.97K	Hold	8	–	–	﹤0.01%	1038
2023 Q4	$1.39K	Sell	8 -1	-11%	-$187	﹤0.01%	1070
2023 Q3	$1.64K	Hold	9	–	–	﹤0.01%	1045
2023 Q2	$1.55K	Buy	9 +2	+29%	+$291	﹤0.01%	1036
2023 Q1	$872	Buy	+7	New	+$844	﹤0.01%	1124
2021 Q3	–	Sell	-485	Closed	-$68K	–	991
2021 Q2	$68K	Buy	+485	New	+$67.3K	0.01%	415

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

Arax Advisory Partners's APPF Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in AppFolio (APPF) in Q2 2026: 534 shares worth $85.7K. The stake represents ﹤0.01% of the portfolio and ranks #2850 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in APPF as recently as Q4 2025.

Arax Advisory Partners first reported a position in APPF in Q2 2021 and has held it in 14 quarters since. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

Arax Advisory Partners held 534 shares of AppFolio worth $85.7K as of Q2 2026.
AppFolio was a new Arax Advisory Partners position in Q2 2026.
AppFolio made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2850 holding.
Arax Advisory Partners first reported a position in AppFolio in Q2 2021 and has held it in 14 quarters since.
393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.