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Crossmark Global Holdings’s AppFolio APPF Stock Holding History

Crossmark Global 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 		– Sell
-1,551
Closed -$245K – 1263
2026
Q1 		$245K Buy
1,551
+366
+31% +$69.3K ﹤0.01% 1116
2025
Q4 		$276K Sell
1,185
-201
-15% -$47.8K ﹤0.01% 1061
2025
Q3 		$382K Sell
1,386
-124
-8% -$33.5K 0.01% 1000
2025
Q2 		$348K Sell
1,510
-99
-6% -$21.6K 0.01% 1034
2025
Q1 		$354K Sell
1,609
-75
-4% -$17.2K 0.01% 1011
2024
Q4 		$416K Sell
1,684
-86
-5% -$20.1K 0.01% 913
2024
Q3 		$416K Buy
1,770
+446
+34% +$104K 0.01% 942
2024
Q2 		$324K Buy
+1,324
New +$308K 0.01% 1028

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
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
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Crossmark Global Holdings's APPF Position: Q2 2026 in Review

Crossmark Global Holdings sold out of AppFolio (APPF) in Q2 2026, closing a stake of 1,551 shares — an estimated $245K sold.

Crossmark Global Holdings first reported a position in APPF in Q2 2024 and held it in 8 quarters. The position peaked at $416K in Q4 2024. 36 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Crossmark Global Holdings reported no remaining AppFolio position as of Q2 2026 after selling out during the quarter.
  • Crossmark Global Holdings sold 1,551 AppFolio shares in Q2 2026, an estimated $245K.
  • Crossmark Global Holdings first reported a position in AppFolio in Q2 2024 and held it in 8 quarters.
  • Crossmark Global Holdings's AppFolio position peaked at $416K in Q4 2024.
  • 36 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.