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Burney Company’s AppFolio APPF Stock Holding History

Burney Company’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 		– Sell
-1,146
Closed -$267K – 582
2025
Q4 		$267K Sell
1,146
-6,851
-86% -$1.63M 0.01% 546
2025
Q3 		$2.2M Buy
7,997
+288
+4% +$77.8K 0.07% 224
2025
Q2 		$1.78M Sell
7,709
-899
-10% -$196K 0.06% 244
2025
Q1 		$1.89M Sell
8,608
-1,647
-16% -$378K 0.07% 221
2024
Q4 		$2.53M Sell
10,255
-27,950
-73% -$6.54M 0.09% 188
2024
Q3 		$8.99M Buy
38,205
+28,225
+283% +$6.6M 0.32% 78
2024
Q2 		$2.44M Buy
+9,980
New +$2.33M 0.09% 194

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
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
NCM
Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Burney Company's APPF Position: Q1 2026 in Review

Burney Company sold out of AppFolio (APPF) in Q1 2026, closing a stake of 1,146 shares — an estimated $267K sold.

Burney Company first reported a position in APPF in Q2 2024 and held it in 7 quarters. The position peaked at $8.99M in Q3 2024. 399 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Burney Company reported no remaining AppFolio position as of Q1 2026 after selling out during the quarter.
  • Burney Company sold 1,146 AppFolio shares in Q1 2026, an estimated $267K.
  • Burney Company first reported a position in AppFolio in Q2 2024 and held it in 7 quarters.
  • Burney Company's AppFolio position peaked at $8.99M in Q3 2024.
  • 399 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Burney Company's 13F filing for Q1 2026, filed 29 Apr 2026.