Envestnet Asset Management
APPF icon

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
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
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

Envestnet Asset Management's APPF Position: Q1 2026 in Review

Envestnet Asset Management increased its AppFolio (APPF) stake by 15% in Q1 2026, buying an estimated $1.78M and bringing the position to 70,045 shares worth $11.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

Envestnet Asset Management first reported a position in APPF in Q4 2018 and has held it in 30 quarters since. The position peaked at $18M in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Envestnet Asset Management held 70,045 shares of AppFolio worth $11.1M as of Q1 2026.
  • Envestnet Asset Management bought 9,399 AppFolio shares in Q1 2026, an estimated $1.78M.
  • AppFolio made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1765 holding.
  • Envestnet Asset Management first reported a position in AppFolio in Q4 2018 and has held it in 30 quarters since.
  • Envestnet Asset Management's AppFolio position peaked at $18M in Q3 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.