Envestnet Asset Management’s AppFolio APPF Stock Holding History

Envestnet Asset Management’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	$14.1M	Buy	87,957 +17,912	+26%	+$2.86M	﹤0.01%	1699
2026 Q1	$11.1M	Buy	70,045 +9,399	+15%	+$1.78M	﹤0.01%	1765
2025 Q4	$14.1M	Sell	60,646 -4,695	-7%	-$1.12M	﹤0.01%	1457
2025 Q3	$18M	Sell	65,341 -2,387	-4%	-$645K	0.01%	1352
2025 Q2	$15.6M	Sell	67,728 -2,701	-4%	-$589K	﹤0.01%	1413
2025 Q1	$15.5M	Buy	70,429 +49,508	+237%	+$11.4M	0.01%	1370
2024 Q4	$5.16M	Sell	20,921 -8,463	-29%	-$1.98M	﹤0.01%	2079
2024 Q3	$6.92M	Sell	29,384 -3,182	-10%	-$745K	﹤0.01%	1888
2024 Q2	$7.96M	Sell	32,566 -3,263	-9%	-$760K	﹤0.01%	1700
2024 Q1	$8.84M	Buy	35,829 +12,760	+55%	+$2.75M	﹤0.01%	1610
2023 Q4	$4M	Sell	23,069 -5,821	-20%	-$1.09M	﹤0.01%	2042
2023 Q3	$5.28M	Buy	28,890 +11,523	+66%	+$2.09M	﹤0.01%	1758
2023 Q2	$2.99M	Buy	17,367 +972	+6%	+$142K	﹤0.01%	2029
2023 Q1	$2.04M	Buy	16,395 +8,030	+96%	+$969K	﹤0.01%	2185
2022 Q4	$882K	Buy	8,365 +5,690	+213%	+$633K	﹤0.01%	2743
2022 Q3	$280K	Sell	2,675 -300	-10%	-$30.6K	﹤0.01%	3390
2022 Q2	$270K	Sell	2,975 -1,435	-33%	-$145K	﹤0.01%	3418
2022 Q1	$499K	Buy	4,410 +174	+4%	+$20K	﹤0.01%	3123
2021 Q4	$513K	Buy	4,236 +544	+15%	+$68.9K	﹤0.01%	3062
2021 Q3	$445K	Buy	3,692 +94	+3%	+$12.2K	﹤0.01%	3034
2021 Q2	$508K	Sell	3,598 -462	-11%	-$64.1K	﹤0.01%	2966
2021 Q1	$574K	Sell	4,060 -2,391	-37%	-$371K	﹤0.01%	2764
2020 Q4	$1.16M	Sell	6,451 -136	-2%	-$21.8K	﹤0.01%	2108
2020 Q3	$934K	Buy	6,587 +229	+4%	+$35.3K	﹤0.01%	2054
2020 Q2	$1.03M	Buy	6,358 +567	+10%	+$74.2K	﹤0.01%	1943
2020 Q1	$643K	Buy	5,791 +1,007	+21%	+$120K	﹤0.01%	2069
2019 Q4	$526K	Sell	4,784 -284	-6%	-$29K	﹤0.01%	2428
2019 Q3	$482K	Sell	5,068 -1,594	-24%	-$159K	﹤0.01%	2396
2019 Q2	$681K	Buy	6,662 +1,977	+42%	+$187K	﹤0.01%	2197
2019 Q1	$372K	Buy	4,685 +1,228	+36%	+$82.1K	﹤0.01%	2498
2018 Q4	$205K	Buy	+3,457	New	+$210K	﹤0.01%	2687

Other funds holding APPF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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

Envestnet Asset Management's APPF Position: Q2 2026 in Review

Envestnet Asset Management increased its AppFolio (APPF) stake by 26% in Q2 2026, buying an estimated $2.86M and bringing the position to 87,957 shares worth $14.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Envestnet Asset Management first reported a position in APPF in Q4 2018 and has held it in 31 quarters since. The position peaked at $18M in Q3 2025. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

Envestnet Asset Management held 87,957 shares of AppFolio worth $14.1M as of Q2 2026.
Envestnet Asset Management bought 17,912 AppFolio shares in Q2 2026, an estimated $2.86M.
AppFolio made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1699 holding.
Envestnet Asset Management first reported a position in AppFolio in Q4 2018 and has held it in 31 quarters since.
Envestnet Asset Management's AppFolio position peaked at $18M in Q3 2025.
394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.