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Marquette Asset Management’s AppFolio APPF Stock Holding History

Marquette 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
Q2 		– Sell
-21
Closed -$3.31K – 843
2026
Q1 		$3.31K Buy
21
+4
+24% +$758 ﹤0.01% 427
2025
Q4 		$3.96K Buy
17
+9
+113% +$2.14K ﹤0.01% 369
2025
Q3 		$2.21K Buy
+8
New +$2.16K ﹤0.01% 525

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Marquette Asset Management's APPF Position: Q2 2026 in Review

Marquette Asset Management sold out of AppFolio (APPF) in Q2 2026, closing a stake of 21 shares — an estimated $3.31K sold.

Marquette Asset Management first reported a position in APPF in Q3 2025 and held it in 3 quarters. The position peaked at $3.96K in Q4 2025. 166 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Marquette Asset Management reported no remaining AppFolio position as of Q2 2026 after selling out during the quarter.
  • Marquette Asset Management sold 21 AppFolio shares in Q2 2026, an estimated $3.31K.
  • Marquette Asset Management first reported a position in AppFolio in Q3 2025 and held it in 3 quarters.
  • Marquette Asset Management's AppFolio position peaked at $3.96K in Q4 2025.
  • 166 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.