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Coldstream Capital Management’s AppFolio APPF Stock Holding History

Coldstream Capital Management’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 		$261K Buy
1,651
+57
+4% +$10.8K ﹤0.01% 1008
2025
Q4 		$371K Buy
1,594
+628
+65% +$149K ﹤0.01% 830
2025
Q3 		$266K Buy
+966
New +$261K ﹤0.01% 995
2025
Q2 		– Sell
-790
Closed -$174K – 1245
2025
Q1 		$174K Buy
+790
New +$181K ﹤0.01% 1069

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
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 $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
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 $1.88T AUM 44.46% 1-Year Est. Return

Coldstream Capital Management's APPF Position: Q1 2026 in Review

Coldstream Capital Management increased its AppFolio (APPF) stake by 3.6% in Q1 2026, buying an estimated $10.8K and bringing the position to 1,651 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Coldstream Capital Management first reported a position in APPF in Q1 2025 and has held it in 4 quarters since. The position peaked at $371K in Q4 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Coldstream Capital Management held 1,651 shares of AppFolio worth $261K as of Q1 2026.
  • Coldstream Capital Management bought 57 AppFolio shares in Q1 2026, an estimated $10.8K.
  • AppFolio made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #1008 holding.
  • Coldstream Capital Management first reported a position in AppFolio in Q1 2025 and has held it in 4 quarters since.
  • Coldstream Capital Management's AppFolio position peaked at $371K in Q4 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.