Cetera Investment Advisers
APPF icon

Cetera Investment Advisers’s AppFolio APPF Stock Holding History

Cetera Investment Advisers’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 		$221K Sell
1,377
-1,257
-48% -$201K ﹤0.01% 4418
2026
Q1 		$416K Buy
2,634
+60
+2% +$11.4K ﹤0.01% 3681
2025
Q4 		$599K Sell
2,574
-118
-4% -$28K ﹤0.01% 3269
2025
Q3 		$742K Buy
2,692
+470
+21% +$127K ﹤0.01% 3046
2025
Q2 		$512K Buy
2,222
+387
+21% +$84.4K ﹤0.01% 2956
2025
Q1 		$404K Buy
+1,835
New +$421K ﹤0.01% 3023
2024
Q4 		– Sell
-1,210
Closed -$285K – 3779
2024
Q3 		$285K Sell
1,210
-631
-34% -$148K ﹤0.01% 3104
2024
Q2 		$450K Buy
1,841
+656
+55% +$153K ﹤0.01% 2675
2024
Q1 		$292K Buy
+1,185
New +$256K ﹤0.01% 3065

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

Cetera Investment Advisers's APPF Position: Q2 2026 in Review

Cetera Investment Advisers reduced its AppFolio (APPF) stake by 48% in Q2 2026, selling an estimated $201K and leaving 1,377 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #4418.

Cetera Investment Advisers first reported a position in APPF in Q1 2024 and has held it in 9 quarters since. The position peaked at $742K in Q3 2025. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Cetera Investment Advisers held 1,377 shares of AppFolio worth $221K as of Q2 2026.
  • Cetera Investment Advisers sold 1,257 AppFolio shares in Q2 2026, an estimated $201K.
  • AppFolio made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4418 holding.
  • Cetera Investment Advisers first reported a position in AppFolio in Q1 2024 and has held it in 9 quarters since.
  • Cetera Investment Advisers's AppFolio position peaked at $742K in Q3 2025.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.