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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
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

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Cromwell Holdings's APPF Position: Q2 2026 in Review

Cromwell Holdings held its AppFolio (APPF) position steady in Q2 2026 at 4 shares worth $641. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Cromwell Holdings first reported a position in APPF in Q2 2025 and has held it in 5 quarters since. 52 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Cromwell Holdings held 4 shares of AppFolio worth $641 as of Q2 2026.
  • Cromwell Holdings left its AppFolio share count unchanged in Q2 2026.
  • AppFolio made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #1030 holding.
  • Cromwell Holdings first reported a position in AppFolio in Q2 2025 and has held it in 5 quarters since.
  • 52 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.