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First Foundation Advisors’s AppFolio APPF Stock Holding History

First Foundation 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
Q1 		– Sell
-1,098
Closed -$255K – 338
2025
Q4 		$255K Hold
1,098
– – 0.01% 298
2025
Q3 		$303K Hold
1,098
– – 0.01% 274
2025
Q2 		$253K Hold
1,098
– – 0.01% 302
2025
Q1 		$241K Hold
1,098
– – 0.01% 298
2024
Q4 		$271K Hold
1,098
– – 0.01% 296
2024
Q3 		$258K Hold
1,098
– – 0.01% 302
2024
Q2 		$269K Hold
1,098
– – 0.01% 292
2024
Q1 		$271K Buy
+1,098
New +$237K 0.01% 296
2023
Q4 		– Sell
-1,142
Closed -$209K – 432
2023
Q3 		$209K Buy
+1,142
New +$207K 0.01% 388

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

First Foundation Advisors's APPF Position: Q1 2026 in Review

First Foundation Advisors sold out of AppFolio (APPF) in Q1 2026, closing a stake of 1,098 shares — an estimated $255K sold.

First Foundation Advisors first reported a position in APPF in Q3 2023 and held it in 9 quarters. The position peaked at $303K in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • First Foundation Advisors reported no remaining AppFolio position as of Q1 2026 after selling out during the quarter.
  • First Foundation Advisors sold 1,098 AppFolio shares in Q1 2026, an estimated $255K.
  • First Foundation Advisors first reported a position in AppFolio in Q3 2023 and held it in 9 quarters.
  • First Foundation Advisors's AppFolio position peaked at $303K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.