Capstone Investment Advisors
APPF icon

Capstone Investment Advisors’s AppFolio APPF Stock Holding History

Capstone Investment 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 		$956K Buy
+5,965
New +$952K ﹤0.01% 964
2025
Q4 		– Sell
-1,466
Closed -$404K – 1573
2025
Q3 		$404K Buy
1,466
+435
+42% +$118K ﹤0.01% 1511
2025
Q2 		$237K Buy
+1,031
New +$225K ﹤0.01% 1485
2024
Q2 		– Sell
-5,056
Closed -$1.25M – 2066
2024
Q1 		$1.25M Sell
5,056
-102
-2% -$22K ﹤0.01% 1018
2023
Q4 		$894K Buy
5,158
+257
+5% +$48.1K ﹤0.01% 1097
2023
Q3 		$895K Buy
+4,901
New +$889K ﹤0.01% 1025

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 $3.38T AUM 44.17% 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

Capstone Investment Advisors's APPF Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in AppFolio (APPF) in Q2 2026: 5,965 shares worth $956K. The stake represents ﹤0.01% of the portfolio and ranks #964 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in APPF as recently as Q3 2025.

Capstone Investment Advisors first reported a position in APPF in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.25M in Q1 2024. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Capstone Investment Advisors held 5,965 shares of AppFolio worth $956K as of Q2 2026.
  • AppFolio was a new Capstone Investment Advisors position in Q2 2026.
  • AppFolio made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #964 holding.
  • Capstone Investment Advisors first reported a position in AppFolio in Q3 2023 and has held it in 6 quarters since.
  • Capstone Investment Advisors's AppFolio position peaked at $1.25M in Q1 2024.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.