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Blue Trust Inc’s AppFolio APPF Stock Holding History

Blue Trust Inc’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 		$67.8K Buy
423
+135
+47% +$21.6K ﹤0.01% 1213
2026
Q1 		$45.5K Buy
288
+11
+4% +$2.08K ﹤0.01% 1366
2025
Q4 		$64.4K Sell
277
-205
-43% -$48.7K ﹤0.01% 1250
2025
Q3 		$133K Buy
482
+226
+88% +$61K ﹤0.01% 955
2025
Q2 		$59K Sell
256
-15
-6% -$3.27K ﹤0.01% 1304
2025
Q1 		$59.6K Buy
271
+208
+330% +$47.7K ﹤0.01% 1245
2024
Q4 		$15.5K Sell
63
-54
-46% -$12.6K ﹤0.01% 1683
2024
Q3 		$28.6K Buy
117
+54
+86% +$12.6K ﹤0.01% 1809
2024
Q2 		$15.5K Buy
+63
New +$14.7K ﹤0.01% 1769
2024
Q1 		– Sell
-8
Closed -$1K – 2182
2023
Q4 		$1K Buy
+8
New +$1.5K ﹤0.01% 2254

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

Blue Trust Inc's APPF Position: Q2 2026 in Review

Blue Trust Inc increased its AppFolio (APPF) stake by 47% in Q2 2026, buying an estimated $21.6K and bringing the position to 423 shares worth $67.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Blue Trust Inc first reported a position in APPF in Q4 2023 and has held it in 10 quarters since. The position peaked at $133K in Q3 2025. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Blue Trust Inc held 423 shares of AppFolio worth $67.8K as of Q2 2026.
  • Blue Trust Inc bought 135 AppFolio shares in Q2 2026, an estimated $21.6K.
  • AppFolio made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1213 holding.
  • Blue Trust Inc first reported a position in AppFolio in Q4 2023 and has held it in 10 quarters since.
  • Blue Trust Inc's AppFolio position peaked at $133K in Q3 2025.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.