CoreCap Advisors’s AppFolio APPF Stock Holding History

CoreCap 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	$962	Hold	6	–	–	﹤0.01%	2708
2026 Q1	$947	Hold	6	–	–	﹤0.01%	2544
2025 Q4	$1.4K	Sell	6 -29	-83%	-$6.89K	﹤0.01%	2543
2025 Q3	$9.65K	Hold	35	–	–	﹤0.01%	1948
2025 Q2	$8.06K	Buy	35 +6	+21%	+$1.31K	﹤0.01%	1957
2025 Q1	$6.38K	Sell	29 -5	-15%	-$1.15K	﹤0.01%	2009
2024 Q4	$8.39K	Sell	34 -29	-46%	-$6.79K	﹤0.01%	1840
2024 Q3	$14.8K	Buy	+63	New	+$14.7K	﹤0.01%	1658

Other funds holding APPF

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DKCM

Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

CoreCap Advisors's APPF Position: Q2 2026 in Review

CoreCap Advisors held its AppFolio (APPF) position steady in Q2 2026 at 6 shares worth $962. The position accounts for ﹤0.01% of the portfolio, ranked #2708.

CoreCap Advisors first reported a position in APPF in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.8K in Q3 2024. 52 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

CoreCap Advisors held 6 shares of AppFolio worth $962 as of Q2 2026.
CoreCap Advisors left its AppFolio share count unchanged in Q2 2026.
AppFolio made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2708 holding.
CoreCap Advisors first reported a position in AppFolio in Q3 2024 and has held it in 8 quarters since.
CoreCap Advisors's AppFolio position peaked at $14.8K in Q3 2024.
52 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.