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Edgestream Partners’s AppFolio APPF Stock Holding History

Edgestream Partners’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 		$11.1M Buy
70,110
+33,331
+91% +$6.32M 0.36% 29
2025
Q4 		$8.56M Buy
36,779
+32,720
+806% +$7.78M 0.24% 94
2025
Q3 		$1.12M Buy
4,059
+1,411
+53% +$381K 0.03% 612
2025
Q2 		$610K Sell
2,648
-11,533
-81% -$2.51M 0.02% 707
2025
Q1 		$3.12M Sell
14,181
-2,315
-14% -$531K 0.11% 369
2024
Q4 		$4.07M Buy
+16,496
New +$3.86M 0.17% 212
2024
Q3 		– Sell
-10,784
Closed -$2.64M – 833
2024
Q2 		$2.64M Buy
+10,784
New +$2.51M 0.13% 261
2024
Q1 		– Sell
-17,717
Closed -$3.07M – 800
2023
Q4 		$3.07M Buy
+17,717
New +$3.32M 0.22% 134

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

Edgestream Partners's APPF Position: Q1 2026 in Review

Edgestream Partners increased its AppFolio (APPF) stake by 91% in Q1 2026, buying an estimated $6.32M and bringing the position to 70,110 shares worth $11.1M. The position accounts for 0.36% of the portfolio, ranked #29.

Edgestream Partners first reported a position in APPF in Q4 2023 and has held it in 8 quarters since. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Edgestream Partners held 70,110 shares of AppFolio worth $11.1M as of Q1 2026.
  • Edgestream Partners bought 33,331 AppFolio shares in Q1 2026, an estimated $6.32M.
  • AppFolio made up 0.36% of Edgestream Partners's portfolio in Q1 2026, its #29 holding.
  • Edgestream Partners first reported a position in AppFolio in Q4 2023 and has held it in 8 quarters since.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.