KIM
APPF icon

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
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 $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

Kestra Investment Management's APPF Position: Q1 2026 in Review

Kestra Investment Management increased its AppFolio (APPF) stake by 58% in Q1 2026, buying an estimated $155K and bringing the position to 2,236 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #333.

Kestra Investment Management first reported a position in APPF in Q4 2025 and has held it in 2 quarters since. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Kestra Investment Management held 2,236 shares of AppFolio worth $353K as of Q1 2026.
  • Kestra Investment Management bought 820 AppFolio shares in Q1 2026, an estimated $155K.
  • AppFolio made up 0.01% of Kestra Investment Management's portfolio in Q1 2026, its #333 holding.
  • Kestra Investment Management first reported a position in AppFolio in Q4 2025 and has held it in 2 quarters since.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.