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Atria Investments’s AppFolio APPF Stock Holding History

Atria Investments’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 		$695K Buy
4,405
+585
+15% +$111K 0.01% 1272
2025
Q4 		$889K Sell
3,820
-209
-5% -$49.7K 0.01% 1136
2025
Q3 		$1.11M Buy
4,029
+199
+5% +$53.8K 0.01% 1001
2025
Q2 		$882K Buy
3,830
+178
+5% +$38.8K 0.01% 1100
2025
Q1 		$803K Buy
3,652
+2,596
+246% +$596K 0.01% 1103
2024
Q4 		$261K Buy
1,056
+134
+15% +$31.4K ﹤0.01% 1662
2024
Q3 		$217K Sell
922
-22
-2% -$5.15K ﹤0.01% 1789
2024
Q2 		$231K Buy
+944
New +$220K ﹤0.01% 1738

Other funds holding APPF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atria Investments's APPF Position: Q1 2026 in Review

Atria Investments increased its AppFolio (APPF) stake by 15% in Q1 2026, buying an estimated $111K and bringing the position to 4,405 shares worth $695K. The position accounts for 0.01% of the portfolio, ranked #1272.

Atria Investments first reported a position in APPF in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Atria Investments held 4,405 shares of AppFolio worth $695K as of Q1 2026.
  • Atria Investments bought 585 AppFolio shares in Q1 2026, an estimated $111K.
  • AppFolio made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1272 holding.
  • Atria Investments first reported a position in AppFolio in Q2 2024 and has held it in 8 quarters since.
  • Atria Investments's AppFolio position peaked at $1.11M in Q3 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.