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Kestra Investment Management’s AppFolio APPF Stock Holding History

Kestra Investment 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
Q2 		$276K Sell
1,719
-517
-23% -$82.5K 0.01% 436
2026
Q1 		$353K Buy
2,236
+820
+58% +$155K 0.01% 333
2025
Q4 		$329K Buy
+1,416
New +$337K 0.01% 348

Other funds holding APPF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return

Kestra Investment Management's APPF Position: Q2 2026 in Review

Kestra Investment Management reduced its AppFolio (APPF) stake by 23% in Q2 2026, selling an estimated $82.5K and leaving 1,719 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #436.

Kestra Investment Management first reported a position in APPF in Q4 2025 and has held it in 3 quarters since. The position peaked at $353K in Q1 2026. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Kestra Investment Management held 1,719 shares of AppFolio worth $276K as of Q2 2026.
  • Kestra Investment Management sold 517 AppFolio shares in Q2 2026, an estimated $82.5K.
  • AppFolio made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #436 holding.
  • Kestra Investment Management first reported a position in AppFolio in Q4 2025 and has held it in 3 quarters since.
  • Kestra Investment Management's AppFolio position peaked at $353K in Q1 2026.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.