CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s AppFolio APPF Stock Holding History

CAPTRUST Financial 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 		$310K Buy
1,935
+406
+27% +$64.8K ﹤0.01% 2563
2026
Q1 		$241K Sell
1,529
-742
-33% -$141K ﹤0.01% 2552
2025
Q4 		$528K Buy
2,271
+178
+9% +$42.3K ﹤0.01% 1867
2025
Q3 		$577K Buy
2,093
+458
+28% +$124K ﹤0.01% 1723
2025
Q2 		$377K Sell
1,635
-891
-35% -$194K ﹤0.01% 1910
2025
Q1 		$555K Sell
2,526
-3,051
-55% -$700K ﹤0.01% 1589
2024
Q4 		$1.38M Buy
5,577
+1,203
+28% +$282K ﹤0.01% 1061
2024
Q3 		$1.03M Buy
4,374
+2,830
+183% +$662K ﹤0.01% 1169
2024
Q2 		$378K Buy
1,544
+140
+10% +$32.6K ﹤0.01% 1665
2024
Q1 		$346K Sell
1,404
-285
-17% -$61.5K ﹤0.01% 1691
2023
Q4 		$293K Buy
1,689
+255
+18% +$47.8K ﹤0.01% 2129
2023
Q3 		$262K Buy
+1,434
New +$260K ﹤0.01% 2089
2022
Q3 		– Sell
-137
Closed -$12K – 2167
2022
Q2 		$12K Sell
137
-14
-9% -$1.41K ﹤0.01% 3639
2022
Q1 		$17K Buy
151
+18
+14% +$2.07K ﹤0.01% 3474
2021
Q4 		$16K Buy
133
+89
+202% +$11.3K ﹤0.01% 3428
2021
Q3 		$5K Buy
44
+37
+529% +$4.81K ﹤0.01% 3929
2021
Q2 		$1K Sell
7
-82
-92% -$11.4K ﹤0.01% 4299
2021
Q1 		$13K Hold
89
– – ﹤0.01% 3268
2020
Q4 		$16K Hold
89
– – ﹤0.01% 2344
2020
Q3 		$13K Buy
+89
New +$13.7K ﹤0.01% 2168
2019
Q4 		– Sell
-140
Closed -$13K – 1042
2019
Q3 		$13K Hold
140
– – ﹤0.01% 1411
2019
Q2 		$14K Buy
+140
New +$13.2K ﹤0.01% 1386
2018
Q4 		– Sell
-40
Closed -$3K – 1583
2018
Q3 		$3K Hold
40
– – ﹤0.01% 1428
2018
Q2 		$2K Buy
+40
New +$2.18K ﹤0.01% 1396

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

CAPTRUST Financial Advisors's APPF Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its AppFolio (APPF) stake by 27% in Q2 2026, buying an estimated $64.8K and bringing the position to 1,935 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #2563.

CAPTRUST Financial Advisors first reported a position in APPF in Q2 2018 and has held it in 24 quarters since. The position peaked at $1.38M in Q4 2024. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • CAPTRUST Financial Advisors held 1,935 shares of AppFolio worth $310K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 406 AppFolio shares in Q2 2026, an estimated $64.8K.
  • AppFolio made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2563 holding.
  • CAPTRUST Financial Advisors first reported a position in AppFolio in Q2 2018 and has held it in 24 quarters since.
  • CAPTRUST Financial Advisors's AppFolio position peaked at $1.38M in Q4 2024.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.