Capital Analysts LLC
APPF icon

Capital Analysts LLC’s AppFolio APPF Stock Holding History

Capital Analysts LLC’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
Q3 		$401 Buy
+2
New +$397 ﹤0.01% 1622

Other funds holding APPF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Capital Analysts LLC's APPF Position: Q3 2026 in Review

Capital Analysts LLC opened a new position in AppFolio (APPF) in Q3 2026: 2 shares worth $401. The stake represents ﹤0.01% of the portfolio and ranks #1622 among its holdings.

342 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

  • Capital Analysts LLC held 2 shares of AppFolio worth $401 as of Q3 2026.
  • AppFolio was a new Capital Analysts LLC position in Q3 2026.
  • AppFolio made up ﹤0.01% of Capital Analysts LLC's portfolio in Q3 2026, its #1622 holding.
  • 342 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on Capital Analysts LLC's 13F filing for Q3 2026, filed 13 Nov 2026.