FGP
APPF icon

Freestone Grove Partners’s AppFolio APPF Stock Holding History

Freestone Grove Partners’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 		$327K Buy
+2,074
New +$393K ﹤0.01% 669
2025
Q4 		– Sell
-1,130
Closed -$311K – 730
2025
Q3 		$311K Hold
1,130
– – ﹤0.01% 606
2025
Q2 		$260K Buy
+1,130
New +$246K ﹤0.01% 605

Other funds holding APPF

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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

Freestone Grove Partners's APPF Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in AppFolio (APPF) in Q1 2026: 2,074 shares worth $327K. The stake represents ﹤0.01% of the portfolio and ranks #669 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in APPF as recently as Q3 2025.

Freestone Grove Partners first reported a position in APPF in Q2 2025 and has held it in 3 quarters since. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Freestone Grove Partners held 2,074 shares of AppFolio worth $327K as of Q1 2026.
  • AppFolio was a new Freestone Grove Partners position in Q1 2026.
  • AppFolio made up ﹤0.01% of Freestone Grove Partners's portfolio in Q1 2026, its #669 holding.
  • Freestone Grove Partners first reported a position in AppFolio in Q2 2025 and has held it in 3 quarters since.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.