Corient Private Wealth
APPF icon

Corient Private Wealth’s AppFolio APPF Stock Holding History

Corient Private Wealth’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 		$326K Buy
2,034
+540
+36% +$86.2K ﹤0.01% 2508
2026
Q1 		$235K Buy
+1,494
New +$283K ﹤0.01% 2460
2025
Q4 		– Sell
-775
Closed -$214K – 2648
2025
Q3 		$214K Buy
+775
New +$209K ﹤0.01% 2319
2025
Q2 		– Sell
-981
Closed -$216K – 2435
2025
Q1 		$216K Buy
+981
New +$225K ﹤0.01% 2032

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 $3.37T 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
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

Corient Private Wealth's APPF Position: Q2 2026 in Review

Corient Private Wealth increased its AppFolio (APPF) stake by 36% in Q2 2026, buying an estimated $86.2K and bringing the position to 2,034 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #2508.

Corient Private Wealth first reported a position in APPF in Q1 2025 and has held it in 4 quarters since. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Corient Private Wealth held 2,034 shares of AppFolio worth $326K as of Q2 2026.
  • Corient Private Wealth bought 540 AppFolio shares in Q2 2026, an estimated $86.2K.
  • AppFolio made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2508 holding.
  • Corient Private Wealth first reported a position in AppFolio in Q1 2025 and has held it in 4 quarters since.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.