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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capstone Investment Advisors's APPF Position: Q4 2025 in Review

Capstone Investment Advisors sold out of AppFolio (APPF) in Q4 2025, closing a stake of 1,466 shares — an estimated $404K sold.

Capstone Investment Advisors first reported a position in APPF in Q3 2023 and held it in 5 quarters. The position peaked at $1.25M in Q1 2024. 403 funds tracked by Wall St. Rank hold APPF as of Q4 2025.

  • Capstone Investment Advisors reported no remaining AppFolio position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,466 AppFolio shares in Q4 2025, an estimated $404K.
  • Capstone Investment Advisors first reported a position in AppFolio in Q3 2023 and held it in 5 quarters.
  • Capstone Investment Advisors's AppFolio position peaked at $1.25M in Q1 2024.
  • 403 funds tracked by Wall St. Rank held AppFolio as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.