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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
Q2 		$275K Buy
1,717
+66
+4% +$10.5K ﹤0.01% 1003
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
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

Coldstream Capital Management's APPF Position: Q2 2026 in Review

Coldstream Capital Management increased its AppFolio (APPF) stake by 4% in Q2 2026, buying an estimated $10.5K and bringing the position to 1,717 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Coldstream Capital Management first reported a position in APPF in Q1 2025 and has held it in 5 quarters since. The position peaked at $371K in Q4 2025. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Coldstream Capital Management held 1,717 shares of AppFolio worth $275K as of Q2 2026.
  • Coldstream Capital Management bought 66 AppFolio shares in Q2 2026, an estimated $10.5K.
  • AppFolio made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1003 holding.
  • Coldstream Capital Management first reported a position in AppFolio in Q1 2025 and has held it in 5 quarters since.
  • Coldstream Capital Management's AppFolio position peaked at $371K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.