Beacon Pointe Advisors’s AppFolio APPF Stock Holding History

Beacon Pointe Advisors’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	$317K	Buy	2,007 +104	+5%	+$19.7K	﹤0.01%	1507
2025 Q4	$443K	Hold	1,903	–	–	﹤0.01%	1114
2025 Q3	$525K	Sell	1,903 -92	-5%	-$24.9K	﹤0.01%	996
2025 Q2	$459K	Hold	1,995	–	–	﹤0.01%	906
2025 Q1	$439K	Sell	1,995 -7	-0.3%	-$1.61K	﹤0.01%	885
2024 Q4	$494K	Sell	2,002 -252	-11%	-$59K	0.01%	834
2024 Q3	$531K	Sell	2,254 -257	-10%	-$60.1K	0.01%	828
2024 Q2	$614K	Buy	2,511 +2	+0.1%	+$466	0.01%	807
2024 Q1	$619K	Hold	2,509	–	–	0.01%	836
2023 Q4	$435K	Sell	2,509 -1	-0%	-$187	0.01%	945
2023 Q3	$458K	Buy	2,510 +10	+0.4%	+$1.81K	0.01%	913
2023 Q2	$430K	Hold	2,500	–	–	0.01%	761
2023 Q1	$311K	Hold	2,500	–	–	0.01%	921
2022 Q4	$263K	Hold	2,500	–	–	0.01%	909
2022 Q3	$262K	Sell	2,500 -13	-0.5%	-$1.33K	0.01%	837
2022 Q2	$228K	Buy	2,513 +13	+0.5%	+$1.31K	﹤0.01%	929
2022 Q1	$283K	Hold	2,500	–	–	﹤0.01%	1003
2021 Q4	$303K	Hold	2,500	–	–	0.01%	728
2021 Q3	$301K	Hold	2,500	–	–	0.01%	704
2021 Q2	$353K	Hold	2,500	–	–	0.01%	609
2021 Q1	$354K	Hold	2,500	–	–	0.02%	353
2020 Q4	$450K	Buy	+2,500	New	+$400K	0.03%	293
2020 Q3	–	Sell	-2,500	Closed	-$407K	–	402
2020 Q2	$407K	Buy	+2,500	New	+$327K	0.04%	264

Other funds holding APPF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Pointe Advisors's APPF Position: Q1 2026 in Review

Beacon Pointe Advisors increased its AppFolio (APPF) stake by 5.5% in Q1 2026, buying an estimated $19.7K and bringing the position to 2,007 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Beacon Pointe Advisors first reported a position in APPF in Q2 2020 and has held it in 23 quarters since. The position peaked at $619K in Q1 2024. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

Beacon Pointe Advisors held 2,007 shares of AppFolio worth $317K as of Q1 2026.
Beacon Pointe Advisors bought 104 AppFolio shares in Q1 2026, an estimated $19.7K.
AppFolio made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1507 holding.
Beacon Pointe Advisors first reported a position in AppFolio in Q2 2020 and has held it in 23 quarters since.
Beacon Pointe Advisors's AppFolio position peaked at $619K in Q1 2024.
396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.