CFO
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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
Q2 		$1.76K Buy
11
+2
+22% +$319 ﹤0.01% 1539
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 $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 $3.38T AUM 44.17% 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

CVA Family Office's APPF Position: Q2 2026 in Review

CVA Family Office increased its AppFolio (APPF) stake by 22% in Q2 2026, buying an estimated $319 and bringing the position to 11 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

CVA Family Office first reported a position in APPF in Q1 2025 and has held it in 3 quarters since. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • CVA Family Office held 11 shares of AppFolio worth $1.76K as of Q2 2026.
  • CVA Family Office bought 2 AppFolio shares in Q2 2026, an estimated $319.
  • AppFolio made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1539 holding.
  • CVA Family Office first reported a position in AppFolio in Q1 2025 and has held it in 3 quarters since.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.