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 Q3	$1.2K	Hold	6	–	–	﹤0.01%	2630
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	$9.6K	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

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CoreCap Advisors's APPF Position: Q3 2026 in Review

CoreCap Advisors held its AppFolio (APPF) position steady in Q3 2026 at 6 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2630.

CoreCap Advisors first reported a position in APPF in Q3 2024 and has held it in 9 quarters since. The position peaked at $14.8K in Q3 2024. 67 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

CoreCap Advisors held 6 shares of AppFolio worth $1.2K as of Q3 2026.
CoreCap Advisors left its AppFolio share count unchanged in Q3 2026.
AppFolio made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2630 holding.
CoreCap Advisors first reported a position in AppFolio in Q3 2024 and has held it in 9 quarters since.
CoreCap Advisors's AppFolio position peaked at $14.8K in Q3 2024.
67 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.