Envestnet Portfolio Solutions
APPF icon

Envestnet Portfolio Solutions’s AppFolio APPF Stock Holding History

Envestnet Portfolio Solutions’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 		$1.47M Buy
9,182
+4,378
+91% +$699K 0.01% 572
2026
Q1 		$758K Sell
4,804
-811
-14% -$154K ﹤0.01% 738
2025
Q4 		$1.31M Buy
5,615
+69
+1% +$16.4K ﹤0.01% 670
2025
Q3 		$1.53M Sell
5,546
-88
-2% -$23.8K 0.01% 602
2025
Q2 		$1.3M Buy
5,634
+3,726
+195% +$812K ﹤0.01% 703
2025
Q1 		$420K Buy
+1,908
New +$438K ﹤0.01% 1128
2024
Q4 		– Sell
-1,216
Closed -$286K – 1725
2024
Q3 		$286K Hold
1,216
– – ﹤0.01% 1475
2024
Q2 		$297K Sell
1,216
-30
-2% -$6.99K ﹤0.01% 1382
2024
Q1 		$307K Buy
+1,246
New +$269K ﹤0.01% 1343

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

Envestnet Portfolio Solutions's APPF Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its AppFolio (APPF) stake by 91% in Q2 2026, buying an estimated $699K and bringing the position to 9,182 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #572.

Envestnet Portfolio Solutions first reported a position in APPF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.53M in Q3 2025. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Envestnet Portfolio Solutions held 9,182 shares of AppFolio worth $1.47M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 4,378 AppFolio shares in Q2 2026, an estimated $699K.
  • AppFolio made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #572 holding.
  • Envestnet Portfolio Solutions first reported a position in AppFolio in Q1 2024 and has held it in 9 quarters since.
  • Envestnet Portfolio Solutions's AppFolio position peaked at $1.53M in Q3 2025.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.