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CVA Family Office’s AppFolio APPF Stock Holding History

CVA Family Office’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 		$1.42K Buy
+9
New +$1.71K ﹤0.01% 1591
2025
Q2 		– Sell
-4
Closed -$880 – 1294
2025
Q1 		$880 Buy
+4
New +$918 ﹤0.01% 1138

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

CVA Family Office's APPF Position: Q1 2026 in Review

CVA Family Office opened a new position in AppFolio (APPF) in Q1 2026: 9 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #1591 among its holdings. This is a return to the name: CVA Family Office previously reported a position in APPF as recently as Q1 2025.

CVA Family Office first reported a position in APPF in Q1 2025 and has held it in 2 quarters since. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • CVA Family Office held 9 shares of AppFolio worth $1.42K as of Q1 2026.
  • AppFolio was a new CVA Family Office position in Q1 2026.
  • AppFolio made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1591 holding.
  • CVA Family Office first reported a position in AppFolio in Q1 2025 and has held it in 2 quarters since.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.