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Brinker Capital Investments’s AppFolio APPF Stock Holding History

Brinker Capital Investments’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 		$3.08M Buy
19,187
+6,889
+56% +$1.1M 0.02% 575
2026
Q1 		$1.94M Sell
12,298
-1,851
-13% -$351K 0.02% 770
2025
Q4 		$3.29M Sell
14,149
-806
-5% -$192K 0.02% 607
2025
Q3 		$4.12M Buy
14,955
+949
+7% +$256K 0.03% 496
2025
Q2 		$3.23M Buy
14,006
+249
+2% +$54.3K 0.03% 553
2025
Q1 		$3.03M Buy
13,757
+6,161
+81% +$1.41M 0.03% 530
2024
Q4 		$1.87M Sell
7,596
-166
-2% -$38.9K 0.02% 738
2024
Q3 		$1.83M Sell
7,762
-1,319
-15% -$309K 0.02% 737
2024
Q2 		$2.22M Sell
9,081
-947
-9% -$221K 0.02% 604
2024
Q1 		$2.47M Buy
10,028
+395
+4% +$85.2K 0.03% 560
2023
Q4 		$1.61M Sell
9,633
-745
-7% -$140K 0.02% 735
2023
Q3 		$1.9M Sell
10,378
-763
-7% -$138K 0.02% 636
2023
Q2 		$1.92M Sell
11,141
-882
-7% -$128K 0.02% 671
2023
Q1 		$1.5M Buy
+12,023
New +$1.45M 0.02% 714

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 $3.38T AUM 44.17% 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

Brinker Capital Investments's APPF Position: Q2 2026 in Review

Brinker Capital Investments increased its AppFolio (APPF) stake by 56% in Q2 2026, buying an estimated $1.1M and bringing the position to 19,187 shares worth $3.08M. The position accounts for 0.02% of the portfolio, ranked #575.

Brinker Capital Investments first reported a position in APPF in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.12M in Q3 2025. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Brinker Capital Investments held 19,187 shares of AppFolio worth $3.08M as of Q2 2026.
  • Brinker Capital Investments bought 6,889 AppFolio shares in Q2 2026, an estimated $1.1M.
  • AppFolio made up 0.02% of Brinker Capital Investments's portfolio in Q2 2026, its #575 holding.
  • Brinker Capital Investments first reported a position in AppFolio in Q1 2023 and has held it in 14 quarters since.
  • Brinker Capital Investments's AppFolio position peaked at $4.12M in Q3 2025.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.