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Cullinan Associates’s AppFolio APPF Stock Holding History

Cullinan Associates’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
Q1 		– Sell
-1,200
Closed -$279K – 209
2025
Q4 		$279K Hold
1,200
– – 0.02% 192
2025
Q3 		$331K Hold
1,200
– – 0.02% 188
2025
Q2 		$276K Hold
1,200
– – 0.02% 196
2025
Q1 		$264K Hold
1,200
– – 0.02% 198
2024
Q4 		$296K Hold
1,200
– – 0.02% 197
2024
Q3 		$240K Hold
1,200
– – 0.01% 219
2024
Q2 		$293K Hold
1,200
– – 0.02% 213
2024
Q1 		$296K Hold
1,200
– – 0.02% 219
2023
Q4 		$208K Hold
1,200
– – 0.01% 229
2023
Q3 		$219K Hold
1,200
– – 0.01% 231
2023
Q2 		$207K Buy
+1,200
New +$175K 0.01% 248

Other funds holding APPF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cullinan Associates's APPF Position: Q1 2026 in Review

Cullinan Associates sold out of AppFolio (APPF) in Q1 2026, closing a stake of 1,200 shares — an estimated $279K sold.

Cullinan Associates first reported a position in APPF in Q2 2023 and held it in 11 quarters. The position peaked at $331K in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Cullinan Associates reported no remaining AppFolio position as of Q1 2026 after selling out during the quarter.
  • Cullinan Associates sold 1,200 AppFolio shares in Q1 2026, an estimated $279K.
  • Cullinan Associates first reported a position in AppFolio in Q2 2023 and held it in 11 quarters.
  • Cullinan Associates's AppFolio position peaked at $331K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Cullinan Associates's 13F filing for Q1 2026, filed 1 May 2026.