MCM
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MAI Capital Management’s AppFolio APPF Stock Holding History

MAI Capital 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 		– Sell
-67
Closed -$10.6K – 2237
2026
Q1 		$10.6K Sell
67
-74
-52% -$14K ﹤0.01% 3149
2025
Q4 		$32.8K Buy
141
+91
+182% +$21.6K ﹤0.01% 2250
2025
Q3 		$13.8K Hold
50
– – ﹤0.01% 2591
2025
Q2 		$11.5K Hold
50
– – ﹤0.01% 2651
2025
Q1 		$11K Hold
50
– – ﹤0.01% 2448
2024
Q4 		$12.3K Buy
+50
New +$11.7K ﹤0.01% 2423

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 $3.37T AUM 44.26% 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

MAI Capital Management's APPF Position: Q2 2026 in Review

MAI Capital Management sold out of AppFolio (APPF) in Q2 2026, closing a stake of 67 shares — an estimated $10.6K sold.

MAI Capital Management first reported a position in APPF in Q4 2024 and held it in 6 quarters. The position peaked at $32.8K in Q4 2025. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • MAI Capital Management reported no remaining AppFolio position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 67 AppFolio shares in Q2 2026, an estimated $10.6K.
  • MAI Capital Management first reported a position in AppFolio in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's AppFolio position peaked at $32.8K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.