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
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 $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

Cetera Investment Advisers's APPF Position: Q1 2026 in Review

Cetera Investment Advisers increased its AppFolio (APPF) stake by 2.3% in Q1 2026, buying an estimated $11.4K and bringing the position to 2,634 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #3681.

Cetera Investment Advisers first reported a position in APPF in Q1 2024 and has held it in 8 quarters since. The position peaked at $742K in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Cetera Investment Advisers held 2,634 shares of AppFolio worth $416K as of Q1 2026.
  • Cetera Investment Advisers bought 60 AppFolio shares in Q1 2026, an estimated $11.4K.
  • AppFolio made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3681 holding.
  • Cetera Investment Advisers first reported a position in AppFolio in Q1 2024 and has held it in 8 quarters since.
  • Cetera Investment Advisers's AppFolio position peaked at $742K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.