Gilbert & Cook’s AppFolio APPF Stock Holding History

Gilbert & Cook’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	-901	Closed	-$210K	–	224
2025 Q4	$210K	Buy	+901	New	+$214K	0.03%	213

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

Gilbert & Cook's APPF Position: Q1 2026 in Review

Gilbert & Cook sold out of AppFolio (APPF) in Q1 2026, closing a stake of 901 shares — an estimated $210K sold.

Gilbert & Cook first reported a position in APPF in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

Gilbert & Cook reported no remaining AppFolio position as of Q1 2026 after selling out during the quarter.
Gilbert & Cook sold 901 AppFolio shares in Q1 2026, an estimated $210K.
Gilbert & Cook first reported a position in AppFolio in Q4 2025 and held it in 1 quarter.
Gilbert & Cook's AppFolio position peaked at $210K in Q4 2025.
396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Gilbert & Cook's 13F filing for Q1 2026, filed 5 May 2026.