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Cache Advisors’s AppFolio APPF Stock Holding History

Cache 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 		– Sell
-883
Closed -$139K – 145
2026
Q1 		$139K Hold
883
– – 0.02% 129
2025
Q4 		$205K Hold
883
– – 0.03% 113
2025
Q3 		$243K Hold
883
– – 0.04% 96
2025
Q2 		$203K Buy
+883
New +$192K 0.06% 90
2025
Q1 		– Sell
-883
Closed -$218K – 82
2024
Q4 		$218K Buy
+883
New +$207K 0.09% 74

Other funds holding APPF

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Cache Advisors's APPF Position: Q2 2026 in Review

Cache Advisors sold out of AppFolio (APPF) in Q2 2026, closing a stake of 883 shares — an estimated $139K sold.

Cache Advisors first reported a position in APPF in Q4 2024 and held it in 5 quarters. The position peaked at $243K in Q3 2025. 51 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Cache Advisors reported no remaining AppFolio position as of Q2 2026 after selling out during the quarter.
  • Cache Advisors sold 883 AppFolio shares in Q2 2026, an estimated $139K.
  • Cache Advisors first reported a position in AppFolio in Q4 2024 and held it in 5 quarters.
  • Cache Advisors's AppFolio position peaked at $243K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Cache Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.