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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
Q2 		$963K Sell
6,006
-64,104
-91% -$10.2M 0.03% 675
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 $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

Edgestream Partners's APPF Position: Q2 2026 in Review

Edgestream Partners reduced its AppFolio (APPF) stake by 91% in Q2 2026, selling an estimated $10.2M and leaving 6,006 shares worth $963K. The position accounts for 0.03% of the portfolio, ranked #675.

Edgestream Partners first reported a position in APPF in Q4 2023 and has held it in 9 quarters since. The position peaked at $11.1M in Q1 2026. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Edgestream Partners held 6,006 shares of AppFolio worth $963K as of Q2 2026.
  • Edgestream Partners sold 64,104 AppFolio shares in Q2 2026, an estimated $10.2M.
  • AppFolio made up 0.03% of Edgestream Partners's portfolio in Q2 2026, its #675 holding.
  • Edgestream Partners first reported a position in AppFolio in Q4 2023 and has held it in 9 quarters since.
  • Edgestream Partners's AppFolio position peaked at $11.1M in Q1 2026.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.