CAPTRUST Financial Advisors
APPF icon

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
Q3 		$349K Sell
1,739
-196
-10% -$38.9K ﹤0.01% 2530
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% 3638
2022
Q1 		$17K Buy
151
+18
+14% +$2.07K ﹤0.01% 3473
2021
Q4 		$16K Buy
133
+89
+202% +$11.3K ﹤0.01% 3427
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

CAPTRUST Financial Advisors's APPF Position: Q3 2026 in Review

CAPTRUST Financial Advisors reduced its AppFolio (APPF) stake by 10% in Q3 2026, selling an estimated $38.9K and leaving 1,739 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #2530.

CAPTRUST Financial Advisors first reported a position in APPF in Q2 2018 and has held it in 25 quarters since. The position peaked at $1.38M in Q4 2024. 283 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

  • CAPTRUST Financial Advisors held 1,739 shares of AppFolio worth $349K as of Q3 2026.
  • CAPTRUST Financial Advisors sold 196 AppFolio shares in Q3 2026, an estimated $38.9K.
  • AppFolio made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2530 holding.
  • CAPTRUST Financial Advisors first reported a position in AppFolio in Q2 2018 and has held it in 25 quarters since.
  • CAPTRUST Financial Advisors's AppFolio position peaked at $1.38M in Q4 2024.
  • 283 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.