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Custom Index Systems’s AppFolio APPF Stock Holding History

Custom Index Systems’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
-7,018
Closed -$1.11M – 524
2026
Q1 		$1.11M Buy
7,018
+378
+6% +$71.6K 0.48% 48
2025
Q4 		$1.54M Sell
6,640
-3,362
-34% -$799K 0.68% 32
2025
Q3 		$2.76M Buy
10,002
+5,739
+135% +$1.55M 0.82% 26
2025
Q2 		$982K Buy
4,263
+600
+16% +$131K 0.47% 60
2025
Q1 		$805K Buy
+3,663
New +$840K 0.41% 70

Other funds holding APPF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return

Custom Index Systems's APPF Position: Q2 2026 in Review

Custom Index Systems sold out of AppFolio (APPF) in Q2 2026, closing a stake of 7,018 shares — an estimated $1.11M sold.

Custom Index Systems first reported a position in APPF in Q1 2025 and held it in 5 quarters. The position peaked at $2.76M in Q3 2025. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Custom Index Systems reported no remaining AppFolio position as of Q2 2026 after selling out during the quarter.
  • Custom Index Systems sold 7,018 AppFolio shares in Q2 2026, an estimated $1.11M.
  • Custom Index Systems first reported a position in AppFolio in Q1 2025 and held it in 5 quarters.
  • Custom Index Systems's AppFolio position peaked at $2.76M in Q3 2025.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.