MCM
APPF icon

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
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 $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

MAI Capital Management's APPF Position: Q1 2026 in Review

MAI Capital Management reduced its AppFolio (APPF) stake by 52% in Q1 2026, selling an estimated $14K and leaving 67 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3149.

MAI Capital Management first reported a position in APPF in Q4 2024 and has held it in 6 quarters since. The position peaked at $32.8K in Q4 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • MAI Capital Management held 67 shares of AppFolio worth $10.6K as of Q1 2026.
  • MAI Capital Management sold 74 AppFolio shares in Q1 2026, an estimated $14K.
  • AppFolio made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3149 holding.
  • MAI Capital Management first reported a position in AppFolio in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's AppFolio position peaked at $32.8K in Q4 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.