Baird Financial Group
APPF icon

Baird Financial Group’s AppFolio APPF Stock Holding History

Baird Financial Group’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 		$496K Buy
3,144
+662
+27% +$125K ﹤0.01% 1480
2025
Q4 		$577K Buy
2,482
+13
+0.5% +$3.09K ﹤0.01% 1427
2025
Q3 		$681K Sell
2,469
-61
-2% -$16.5K ﹤0.01% 1373
2025
Q2 		$583K Buy
2,530
+343
+16% +$74.8K ﹤0.01% 1372
2025
Q1 		$481K Sell
2,187
-15
-0.7% -$3.44K ﹤0.01% 1404
2024
Q4 		$543K Sell
2,202
-153,844
-99% -$36M ﹤0.01% 1357
2024
Q3 		$36.7M Sell
156,046
-22,734
-13% -$5.32M 0.07% 242
2024
Q2 		$43.7M Buy
178,780
+1,064
+0.6% +$248K 0.09% 216
2024
Q1 		$43.8M Buy
177,716
+176,155
+11,285% +$38M 0.09% 216
2023
Q4 		$270K Sell
1,561
-7
-0.4% -$1.31K ﹤0.01% 1551
2023
Q3 		$286K Hold
1,568
– – ﹤0.01% 1516
2023
Q2 		$270K Buy
+1,568
New +$228K ﹤0.01% 1537
2020
Q3 		– Sell
-2,286
Closed -$372K – 1488
2020
Q2 		$372K Buy
+2,286
New +$299K ﹤0.01% 1226

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

Baird Financial Group's APPF Position: Q1 2026 in Review

Baird Financial Group increased its AppFolio (APPF) stake by 27% in Q1 2026, buying an estimated $125K and bringing the position to 3,144 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Baird Financial Group first reported a position in APPF in Q2 2020 and has held it in 13 quarters since. The position peaked at $43.8M in Q1 2024. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Baird Financial Group held 3,144 shares of AppFolio worth $496K as of Q1 2026.
  • Baird Financial Group bought 662 AppFolio shares in Q1 2026, an estimated $125K.
  • AppFolio made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1480 holding.
  • Baird Financial Group first reported a position in AppFolio in Q2 2020 and has held it in 13 quarters since.
  • Baird Financial Group's AppFolio position peaked at $43.8M in Q1 2024.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.