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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
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 $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

Custom Index Systems's APPF Position: Q1 2026 in Review

Custom Index Systems increased its AppFolio (APPF) stake by 5.7% in Q1 2026, buying an estimated $71.6K and bringing the position to 7,018 shares worth $1.11M. The position accounts for 0.48% of the portfolio, ranked #48.

Custom Index Systems first reported a position in APPF in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.76M in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Custom Index Systems held 7,018 shares of AppFolio worth $1.11M as of Q1 2026.
  • Custom Index Systems bought 378 AppFolio shares in Q1 2026, an estimated $71.6K.
  • AppFolio made up 0.48% of Custom Index Systems's portfolio in Q1 2026, its #48 holding.
  • Custom Index Systems first reported a position in AppFolio in Q1 2025 and has held it in 5 quarters since.
  • Custom Index Systems's AppFolio position peaked at $2.76M in Q3 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.