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Cornerstone Financial Management’s AppFolio APPF Stock Holding History

Cornerstone Financial 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 		– Sell
-3
Closed -$473 – 1478
2026
Q1 		$473 Hold
3
– – ﹤0.01% 1230
2025
Q4 		$698 Buy
+3
New +$713 ﹤0.01% 1047

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

Cornerstone Financial Management's APPF Position: Q2 2026 in Review

Cornerstone Financial Management sold out of AppFolio (APPF) in Q2 2026, closing a stake of 3 shares — an estimated $473 sold.

Cornerstone Financial Management first reported a position in APPF in Q4 2025 and held it in 2 quarters. The position peaked at $698 in Q4 2025. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Cornerstone Financial Management reported no remaining AppFolio position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Financial Management sold 3 AppFolio shares in Q2 2026, an estimated $473.
  • Cornerstone Financial Management first reported a position in AppFolio in Q4 2025 and held it in 2 quarters.
  • Cornerstone Financial Management's AppFolio position peaked at $698 in Q4 2025.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.