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Lewis Asset Management’s AppFolio APPF Stock Holding History

Lewis Asset 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 		– Sell
-1,115
Closed -$259K – 202
2025
Q4 		$259K Buy
1,115
+2
+0.2% +$475 0.11% 159
2025
Q3 		$307K Buy
1,113
+8
+0.7% +$2.16K 0.13% 144
2025
Q2 		$254K Buy
1,105
+17
+2% +$3.71K 0.12% 155
2025
Q1 		$239K Sell
1,088
-31
-3% -$7.11K 0.2% 109
2024
Q4 		$276K Sell
1,119
-209
-16% -$48.9K 0.21% 106
2024
Q3 		$313K Buy
1,328
+123
+10% +$28.8K 0.23% 103
2024
Q2 		$295K Buy
1,205
+21
+2% +$4.89K 0.23% 97
2024
Q1 		$292K Buy
+1,184
New +$255K 0.24% 90

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

Lewis Asset Management's APPF Position: Q1 2026 in Review

Lewis Asset Management sold out of AppFolio (APPF) in Q1 2026, closing a stake of 1,115 shares — an estimated $259K sold.

Lewis Asset Management first reported a position in APPF in Q1 2024 and held it in 8 quarters. The position peaked at $313K in Q3 2024. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Lewis Asset Management reported no remaining AppFolio position as of Q1 2026 after selling out during the quarter.
  • Lewis Asset Management sold 1,115 AppFolio shares in Q1 2026, an estimated $259K.
  • Lewis Asset Management first reported a position in AppFolio in Q1 2024 and held it in 8 quarters.
  • Lewis Asset Management's AppFolio position peaked at $313K in Q3 2024.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Lewis Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.