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Bell Investment Advisors’s AppFolio APPF Stock Holding History

Bell Investment 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
Q2 		$15.1K Sell
94
-14
-13% -$2.23K ﹤0.01% 567
2026
Q1 		$17K Buy
108
+45
+71% +$8.53K ﹤0.01% 490
2025
Q4 		$14.7K Buy
63
+21
+50% +$4.99K ﹤0.01% 556
2025
Q3 		$11.6K Hold
42
– – ﹤0.01% 585
2025
Q2 		$9.67K Buy
42
+10
+31% +$2.18K ﹤0.01% 686
2025
Q1 		$7.04K Hold
32
– – ﹤0.01% 751
2024
Q4 		$7.9K Sell
32
-6
-16% -$1.41K ﹤0.01% 702
2024
Q3 		$8.95K Hold
38
– – ﹤0.01% 667
2024
Q2 		$9.29K Buy
38
+8
+27% +$1.86K ﹤0.01% 640
2024
Q1 		$7.4K Hold
30
– – ﹤0.01% 713
2023
Q4 		$5.2K Buy
30
+12
+67% +$2.25K ﹤0.01% 862
2023
Q3 		$3.29K Sell
18
-2
-10% -$363 ﹤0.01% 1025
2023
Q2 		$3.44K Buy
20
+6
+43% +$874 ﹤0.01% 1011
2023
Q1 		$1.74K Hold
14
– – ﹤0.01% 1332
2022
Q4 		$1.48K Sell
14
-1
-7% -$111 ﹤0.01% 1437
2022
Q3 		$2K Sell
15
-32
-68% -$3.26K ﹤0.01% 1034
2022
Q2 		$4K Buy
+47
New +$4.74K ﹤0.01% 765
2021
Q4 		$1K Sell
8
-1
-11% -$127 ﹤0.01% 1327
2021
Q3 		$1K Buy
+9
New +$1.17K ﹤0.01% 1251

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 $3.37T AUM 44.26% 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

Bell Investment Advisors's APPF Position: Q2 2026 in Review

Bell Investment Advisors reduced its AppFolio (APPF) stake by 13% in Q2 2026, selling an estimated $2.23K and leaving 94 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Bell Investment Advisors first reported a position in APPF in Q3 2021 and has held it in 19 quarters since. The position peaked at $17K in Q1 2026. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Bell Investment Advisors held 94 shares of AppFolio worth $15.1K as of Q2 2026.
  • Bell Investment Advisors sold 14 AppFolio shares in Q2 2026, an estimated $2.23K.
  • AppFolio made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #567 holding.
  • Bell Investment Advisors first reported a position in AppFolio in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's AppFolio position peaked at $17K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.