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EP Wealth Advisors’s AppFolio APPF Stock Holding History

EP Wealth Advisors’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 		$207K Sell
1,289
-75
-5% -$12K ﹤0.01% 1493
2026
Q1 		$215K Buy
1,364
+17
+1% +$3.22K ﹤0.01% 1373
2025
Q4 		$313K Buy
+1,347
New +$320K ﹤0.01% 1113
2025
Q2 		$336K Buy
1,457
+3
+0.2% +$654 ﹤0.01% 952
2025
Q1 		$320K Buy
+1,454
New +$334K ﹤0.01% 886

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

EP Wealth Advisors's APPF Position: Q2 2026 in Review

EP Wealth Advisors reduced its AppFolio (APPF) stake by 5.5% in Q2 2026, selling an estimated $12K and leaving 1,289 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

EP Wealth Advisors first reported a position in APPF in Q1 2025 and has held it in 5 quarters since. The position peaked at $336K in Q2 2025. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • EP Wealth Advisors held 1,289 shares of AppFolio worth $207K as of Q2 2026.
  • EP Wealth Advisors sold 75 AppFolio shares in Q2 2026, an estimated $12K.
  • AppFolio made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1493 holding.
  • EP Wealth Advisors first reported a position in AppFolio in Q1 2025 and has held it in 5 quarters since.
  • EP Wealth Advisors's AppFolio position peaked at $336K in Q2 2025.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.