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Clearstead Advisors’s AppFolio APPF Stock Holding History

Clearstead 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
Q1 		$23.4K Buy
148
+34
+30% +$6.44K ﹤0.01% 1420
2025
Q4 		$26.5K Sell
114
-98
-46% -$23.3K ﹤0.01% 1627
2025
Q3 		$58.4K Sell
212
-35
-14% -$9.45K ﹤0.01% 1233
2025
Q2 		$56.9K Buy
247
+139
+129% +$30.3K ﹤0.01% 1248
2025
Q1 		$23.8K Buy
108
+71
+192% +$16.3K ﹤0.01% 1373
2024
Q4 		$9.13K Buy
37
+12
+48% +$2.81K ﹤0.01% 1597
2024
Q3 		$5.88K Hold
25
– – ﹤0.01% 1691
2024
Q2 		$6.12K Buy
+25
New +$5.83K ﹤0.01% 1653

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

Clearstead Advisors's APPF Position: Q1 2026 in Review

Clearstead Advisors increased its AppFolio (APPF) stake by 30% in Q1 2026, buying an estimated $6.44K and bringing the position to 148 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Clearstead Advisors first reported a position in APPF in Q2 2024 and has held it in 8 quarters since. The position peaked at $58.4K in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Clearstead Advisors held 148 shares of AppFolio worth $23.4K as of Q1 2026.
  • Clearstead Advisors bought 34 AppFolio shares in Q1 2026, an estimated $6.44K.
  • AppFolio made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1420 holding.
  • Clearstead Advisors first reported a position in AppFolio in Q2 2024 and has held it in 8 quarters since.
  • Clearstead Advisors's AppFolio position peaked at $58.4K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.