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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
Q2 		$562K Sell
3,503
-902
-20% -$144K 0.01% 1460
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 $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
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
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
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

Atria Investments's APPF Position: Q2 2026 in Review

Atria Investments reduced its AppFolio (APPF) stake by 20% in Q2 2026, selling an estimated $144K and leaving 3,503 shares worth $562K. The position accounts for 0.01% of the portfolio, ranked #1460.

Atria Investments first reported a position in APPF in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.11M in Q3 2025. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Atria Investments held 3,503 shares of AppFolio worth $562K as of Q2 2026.
  • Atria Investments sold 902 AppFolio shares in Q2 2026, an estimated $144K.
  • AppFolio made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1460 holding.
  • Atria Investments first reported a position in AppFolio in Q2 2024 and has held it in 9 quarters since.
  • Atria Investments's AppFolio position peaked at $1.11M in Q3 2025.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.