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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
Q2 		$321 Sell
2
-146
-99% -$23.3K ﹤0.01% 3055
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 $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

Clearstead Advisors's APPF Position: Q2 2026 in Review

Clearstead Advisors reduced its AppFolio (APPF) stake by 99% in Q2 2026, selling an estimated $23.3K and leaving 2 shares worth $321. The position accounts for ﹤0.01% of the portfolio, ranked #3055.

Clearstead Advisors first reported a position in APPF in Q2 2024 and has held it in 9 quarters since. The position peaked at $58.4K in Q3 2025. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Clearstead Advisors held 2 shares of AppFolio worth $321 as of Q2 2026.
  • Clearstead Advisors sold 146 AppFolio shares in Q2 2026, an estimated $23.3K.
  • AppFolio made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3055 holding.
  • Clearstead Advisors first reported a position in AppFolio in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's AppFolio position peaked at $58.4K in Q3 2025.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.