Capital Advisors Ltd’s AppFolio APPF Stock Holding History

Capital Advisors Ltd’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	$1K	Sell	8 -3	-27%	-$479	﹤0.01%	1171
2026 Q1	$2K	Buy	11 +3	+38%	+$568	﹤0.01%	1071
2025 Q4	$2K	Hold	8	–	–	﹤0.01%	1050
2025 Q3	$2K	Hold	8	–	–	﹤0.01%	1038
2025 Q2	$2K	Hold	8	–	–	﹤0.01%	1035
2025 Q1	$2K	Hold	8	–	–	﹤0.01%	1026
2024 Q4	$2K	Hold	8	–	–	﹤0.01%	1044
2024 Q3	$2K	Hold	8	–	–	﹤0.01%	1035
2024 Q2	$2K	Hold	8	–	–	﹤0.01%	1028
2024 Q1	$2K	Hold	8	–	–	﹤0.01%	1012
2023 Q4	$1K	Hold	8	–	–	﹤0.01%	1083
2023 Q3	$1K	Hold	8	–	–	﹤0.01%	1074
2023 Q2	$1K	Hold	8	–	–	﹤0.01%	1082
2023 Q1	$1K	Hold	8	–	–	﹤0.01%	978
2022 Q4	$1K	Hold	8	–	–	﹤0.01%	938
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	955
2022 Q2	$1K	Buy	+8	New	+$807	﹤0.01%	718

Other funds holding APPF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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

Capital Advisors Ltd's APPF Position: Q2 2026 in Review

Capital Advisors Ltd reduced its AppFolio (APPF) stake by 27% in Q2 2026, selling an estimated $479 and leaving 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Capital Advisors Ltd first reported a position in APPF in Q2 2022 and has held it in 17 quarters since. The position peaked at $2K in Q1 2026. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

Capital Advisors Ltd held 8 shares of AppFolio worth $1K as of Q2 2026.
Capital Advisors Ltd sold 3 AppFolio shares in Q2 2026, an estimated $479.
AppFolio made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1171 holding.
Capital Advisors Ltd first reported a position in AppFolio in Q2 2022 and has held it in 17 quarters since.
Capital Advisors Ltd's AppFolio position peaked at $2K in Q1 2026.
393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.