Covestor
APPF icon

Covestor’s AppFolio APPF Stock Holding History

Covestor’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 		$126K Buy
627
+94
+18% +$18.7K 0.08% 241
2026
Q2 		$85K Sell
533
-6
-1% -$958 0.05% 450
2026
Q1 		$85K Sell
539
-422
-44% -$80K 0.06% 366
2025
Q4 		$224K Sell
961
-79
-8% -$18.8K 0.12% 179
2025
Q3 		$286K Sell
1,040
-53
-5% -$14.3K 0.16% 93
2025
Q2 		$252K Buy
1,093
+60
+6% +$13.1K 0.15% 102
2025
Q1 		$227K Sell
1,033
-85
-8% -$19.5K 0.15% 116
2024
Q4 		$276K Buy
1,118
+319
+40% +$74.7K 0.17% 74
2024
Q3 		$188K Buy
799
+307
+62% +$71.8K 0.12% 201
2024
Q2 		$120K Sell
492
-58
-11% -$13.5K 0.08% 386
2024
Q1 		$136K Buy
550
+293
+114% +$63.2K 0.09% 329
2023
Q4 		$45K Buy
257
+115
+81% +$21.5K 0.03% 894
2023
Q3 		$26K Sell
142
-146
-51% -$26.5K 0.02% 1018
2023
Q2 		$50K Sell
288
-183
-39% -$26.6K 0.04% 775
2023
Q1 		$59K Hold
471
– – 0.05% 641
2022
Q4 		$50K Buy
471
+467
+11,675% +$52K 0.04% 719
2022
Q3 		$0 Buy
4
+2
+100% +$204 ﹤0.01% 1946
2022
Q2 		$0 Sell
2
-1
-33% -$101 ﹤0.01% 1873
2022
Q1 		$0 Sell
3
-1
-25% -$115 ﹤0.01% 2074
2021
Q4 		$1K Buy
+4
New +$507 ﹤0.01% 1628

Other funds holding APPF

Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Davidson Kahn Capital Management
Davidson Kahn Capital Management Sherman Oaks, California $253M AUM 9.56% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Covestor's APPF Position: Q3 2026 in Review

Covestor increased its AppFolio (APPF) stake by 18% in Q3 2026, buying an estimated $18.7K and bringing the position to 627 shares worth $126K. The position accounts for 0.08% of the portfolio, ranked #241.

Covestor first reported a position in APPF in Q4 2021 and has held it in 20 quarters since. The position peaked at $286K in Q3 2025. 117 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

  • Covestor held 627 shares of AppFolio worth $126K as of Q3 2026.
  • Covestor bought 94 AppFolio shares in Q3 2026, an estimated $18.7K.
  • AppFolio made up 0.08% of Covestor's portfolio in Q3 2026, its #241 holding.
  • Covestor first reported a position in AppFolio in Q4 2021 and has held it in 20 quarters since.
  • Covestor's AppFolio position peaked at $286K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.