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Callan Family Office’s AppFolio APPF Stock Holding History

Callan Family Office’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 		$510K Buy
3,181
+135
+4% +$21.6K 0.01% 805
2026
Q1 		$481K Buy
3,046
+366
+14% +$69.3K 0.01% 782
2025
Q4 		$624K Buy
2,680
+1,870
+231% +$444K 0.01% 698
2025
Q3 		$223K Sell
810
-1,910
-70% -$516K 0.01% 799
2025
Q2 		$626K Buy
+2,720
New +$593K 0.02% 520

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

Callan Family Office's APPF Position: Q2 2026 in Review

Callan Family Office increased its AppFolio (APPF) stake by 4.4% in Q2 2026, buying an estimated $21.6K and bringing the position to 3,181 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #805.

Callan Family Office first reported a position in APPF in Q2 2025 and has held it in 5 quarters since. The position peaked at $626K in Q2 2025. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Callan Family Office held 3,181 shares of AppFolio worth $510K as of Q2 2026.
  • Callan Family Office bought 135 AppFolio shares in Q2 2026, an estimated $21.6K.
  • AppFolio made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #805 holding.
  • Callan Family Office first reported a position in AppFolio in Q2 2025 and has held it in 5 quarters since.
  • Callan Family Office's AppFolio position peaked at $626K in Q2 2025.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.