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 Q3	$227K	Buy	+1,131	New	+$224K	0.01%	338
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

First Foundation Advisors's APPF Position: Q3 2026 in Review

First Foundation Advisors opened a new position in AppFolio (APPF) in Q3 2026: 1,131 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #338 among its holdings. This is a return to the name: First Foundation Advisors previously reported a position in APPF as recently as Q4 2025.

First Foundation Advisors first reported a position in APPF in Q3 2023 and has held it in 10 quarters since. The position peaked at $303K in Q3 2025. 342 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

First Foundation Advisors held 1,131 shares of AppFolio worth $227K as of Q3 2026.
AppFolio was a new First Foundation Advisors position in Q3 2026.
AppFolio made up 0.01% of First Foundation Advisors's portfolio in Q3 2026, its #338 holding.
First Foundation Advisors first reported a position in AppFolio in Q3 2023 and has held it in 10 quarters since.
First Foundation Advisors's AppFolio position peaked at $303K in Q3 2025.
342 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on First Foundation Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.