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Cape Investment Advisory’s AppFolio APPF Stock Holding History

Cape Investment Advisory’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 		$2.08K Buy
+13
New +$2.08K ﹤0.01% 1228
2026
Q1 		– Sell
-13
Closed -$3.02K – 275
2025
Q4 		$3.02K Buy
13
+1
+8% +$238 ﹤0.01% 1029
2025
Q3 		$3.31K Hold
12
– – ﹤0.01% 599
2025
Q2 		$2.76K Buy
+12
New +$2.62K ﹤0.01% 883

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

Cape Investment Advisory's APPF Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in AppFolio (APPF) in Q2 2026: 13 shares worth $2.08K. The stake represents ﹤0.01% of the portfolio and ranks #1228 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in APPF as recently as Q4 2025.

Cape Investment Advisory first reported a position in APPF in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.31K in Q3 2025. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Cape Investment Advisory held 13 shares of AppFolio worth $2.08K as of Q2 2026.
  • AppFolio was a new Cape Investment Advisory position in Q2 2026.
  • AppFolio made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1228 holding.
  • Cape Investment Advisory first reported a position in AppFolio in Q2 2025 and has held it in 4 quarters since.
  • Cape Investment Advisory's AppFolio position peaked at $3.31K in Q3 2025.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.