Bare Financial Services’s AppFolio APPF Stock Holding History

Bare Financial Services’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	–	Sell	-3	Closed	-$473	–	1795
2026 Q1	$473	Buy	+3	New	+$568	﹤0.01%	1583
2025 Q4	–	Sell	-7	Closed	-$1.93K	–	1545
2025 Q3	$1.93K	Buy	7 +2	+40%	+$540	﹤0.01%	821
2025 Q2	$1.15K	Buy	+5	New	+$1.09K	﹤0.01%	878

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

Bare Financial Services's APPF Position: Q2 2026 in Review

Bare Financial Services sold out of AppFolio (APPF) in Q2 2026, closing a stake of 3 shares — an estimated $473 sold.

Bare Financial Services first reported a position in APPF in Q2 2025 and held it in 3 quarters. The position peaked at $1.93K in Q3 2025. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

Bare Financial Services reported no remaining AppFolio position as of Q2 2026 after selling out during the quarter.
Bare Financial Services sold 3 AppFolio shares in Q2 2026, an estimated $473.
Bare Financial Services first reported a position in AppFolio in Q2 2025 and held it in 3 quarters.
Bare Financial Services's AppFolio position peaked at $1.93K in Q3 2025.
393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.