Cerity Partners
APPF icon

Cerity Partners’s AppFolio APPF Stock Holding History

Cerity Partners’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
Q1 		$1.92M Buy
12,154
+9,090
+297% +$1.72M ﹤0.01% 1517
2025
Q4 		$713K Buy
3,064
+1,691
+123% +$402K ﹤0.01% 1881
2025
Q3 		$378K Buy
1,373
+31
+2% +$8.37K ﹤0.01% 2140
2025
Q2 		$309K Sell
1,342
-7,911
-85% -$1.72M ﹤0.01% 2141
2025
Q1 		$2.03M Sell
9,253
-5,645
-38% -$1.29M ﹤0.01% 1124
2024
Q4 		$3.66M Buy
14,898
+250
+2% +$58.5K 0.01% 838
2024
Q3 		$3.45M Buy
14,648
+13,448
+1,121% +$3.15M 0.01% 857
2024
Q2 		$293K Sell
1,200
-282
-19% -$65.7K ﹤0.01% 1830
2024
Q1 		$366K Buy
+1,482
New +$320K ﹤0.01% 1759

Other funds holding APPF

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cerity Partners's APPF Position: Q1 2026 in Review

Cerity Partners increased its AppFolio (APPF) stake by 297% in Q1 2026, buying an estimated $1.72M and bringing the position to 12,154 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

Cerity Partners first reported a position in APPF in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.66M in Q4 2024. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Cerity Partners held 12,154 shares of AppFolio worth $1.92M as of Q1 2026.
  • Cerity Partners bought 9,090 AppFolio shares in Q1 2026, an estimated $1.72M.
  • AppFolio made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1517 holding.
  • Cerity Partners first reported a position in AppFolio in Q1 2024 and has held it in 9 quarters since.
  • Cerity Partners's AppFolio position peaked at $3.66M in Q4 2024.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.