Evanson Asset Management’s AppFolio APPF Stock Holding History

Evanson 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	$947K	Hold	6,000	–	–	0.05%	139
2025 Q4	$1.4M	Hold	6,000	–	–	0.08%	113
2025 Q3	$1.65M	Hold	6,000	–	–	0.09%	100
2025 Q2	$1.38M	Sell	6,000 -87	-1%	-$19K	0.09%	112
2025 Q1	$1.34M	Buy	6,087 +87	+1%	+$20K	0.09%	105
2024 Q4	$1.48M	Hold	6,000	–	–	0.1%	97
2024 Q3	$1.41M	Hold	6,000	–	–	0.1%	97
2024 Q2	$1.47M	Hold	6,000	–	–	0.11%	89
2024 Q1	$1.48M	Hold	6,000	–	–	0.11%	88
2023 Q4	$1.04M	Hold	6,000	–	–	0.08%	104
2023 Q3	$1.1M	Hold	6,000	–	–	0.1%	90
2023 Q2	$1.03M	Hold	6,000	–	–	0.09%	97
2023 Q1	$747K	Hold	6,000	–	–	0.07%	121
2022 Q4	$632K	Hold	6,000	–	–	0.07%	128
2022 Q3	$628K	Hold	6,000	–	–	0.07%	124
2022 Q2	$544K	Hold	6,000	–	–	0.06%	150
2022 Q1	$679K	Hold	6,000	–	–	0.07%	132
2021 Q4	$726K	Hold	6,000	–	–	0.06%	134
2021 Q3	$858K	Hold	6,000	–	–	0.09%	109
2021 Q2	$847K	Hold	6,000	–	–	0.09%	110
2021 Q1	$848K	Hold	6,000	–	–	0.13%	102
2020 Q4	$1.08M	Hold	6,000	–	–	0.17%	79
2020 Q3	$851K	Hold	6,000	–	–	0.15%	82
2020 Q2	$976K	Hold	6,000	–	–	0.19%	68
2020 Q1	$666K	Hold	6,000	–	–	0.16%	85
2019 Q4	$660K	Hold	6,000	–	–	0.13%	98
2019 Q3	$571K	Hold	6,000	–	–	0.12%	105
2019 Q2	$614K	Hold	6,000	–	–	0.12%	101
2019 Q1	$476K	Hold	6,000	–	–	0.1%	123
2018 Q4	$355K	Hold	6,000	–	–	0.08%	144
2018 Q3	$470K	Hold	6,000	–	–	0.1%	126
2018 Q2	$367K	Hold	6,000	–	–	0.07%	166
2018 Q1	$245K	Buy	+6,000	New	+$250K	0.05%	216

Other funds holding APPF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Evanson Asset Management held its AppFolio (APPF) position steady in Q1 2026 at 6,000 shares worth $947K. The position accounts for 0.05% of the portfolio, ranked #139.

Evanson Asset Management first reported a position in APPF in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.65M in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

Evanson Asset Management held 6,000 shares of AppFolio worth $947K as of Q1 2026.
Evanson Asset Management left its AppFolio share count unchanged in Q1 2026.
AppFolio made up 0.05% of Evanson Asset Management's portfolio in Q1 2026, its #139 holding.
Evanson Asset Management first reported a position in AppFolio in Q1 2018 and has held it in 33 quarters since.
Evanson Asset Management's AppFolio position peaked at $1.65M in Q3 2025.
396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.