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Cromwell Holdings’s AppFolio APPF Stock Holding History

Cromwell Holdings’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 		$602 Sell
3
-1
-25% -$198 ﹤0.01% 1063
2026
Q2 		$641 Hold
4
– – ﹤0.01% 1030
2026
Q1 		$631 Buy
4
+3
+300% +$568 ﹤0.01% 945
2025
Q4 		$233 Hold
1
– – ﹤0.01% 998
2025
Q3 		$276 Hold
1
– – ﹤0.01% 1012
2025
Q2 		$230 Buy
+1
New +$218 ﹤0.01% 1002

Other funds holding APPF

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return

Cromwell Holdings's APPF Position: Q3 2026 in Review

Cromwell Holdings reduced its AppFolio (APPF) stake by 25% in Q3 2026, selling an estimated $198 and leaving 3 shares worth $602. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Cromwell Holdings first reported a position in APPF in Q2 2025 and has held it in 6 quarters since. The position peaked at $641 in Q2 2026. 240 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

  • Cromwell Holdings held 3 shares of AppFolio worth $602 as of Q3 2026.
  • Cromwell Holdings sold 1 AppFolio share in Q3 2026, an estimated $198.
  • AppFolio made up ﹤0.01% of Cromwell Holdings's portfolio in Q3 2026, its #1063 holding.
  • Cromwell Holdings first reported a position in AppFolio in Q2 2025 and has held it in 6 quarters since.
  • Cromwell Holdings's AppFolio position peaked at $641 in Q2 2026.
  • 240 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on Cromwell Holdings's 13F filing for Q3 2026, filed 28 Oct 2026.