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
Q2 		$2.2M Buy
13,725
+1,571
+13% +$251K ﹤0.01% 1540
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 $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

Cerity Partners's APPF Position: Q2 2026 in Review

Cerity Partners increased its AppFolio (APPF) stake by 13% in Q2 2026, buying an estimated $251K and bringing the position to 13,725 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Cerity Partners first reported a position in APPF in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.66M in Q4 2024. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Cerity Partners held 13,725 shares of AppFolio worth $2.2M as of Q2 2026.
  • Cerity Partners bought 1,571 AppFolio shares in Q2 2026, an estimated $251K.
  • AppFolio made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1540 holding.
  • Cerity Partners first reported a position in AppFolio in Q1 2024 and has held it in 10 quarters since.
  • Cerity Partners's AppFolio position peaked at $3.66M in Q4 2024.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.