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Moody Aldrich Partners’s AppFolio APPF Stock Holding History

Moody Aldrich Partners’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
-1,085
Closed -$252K – 191
2025
Q4 		$252K Sell
1,085
-621
-36% -$148K 0.05% 170
2025
Q3 		$470K Sell
1,706
-6
-0.4% -$1.62K 0.09% 133
2025
Q2 		$394K Sell
1,712
-27
-2% -$5.88K 0.08% 133
2025
Q1 		$382K Sell
1,739
-676
-28% -$155K 0.08% 131
2024
Q4 		$596K Sell
2,415
-11
-0.5% -$2.58K 0.11% 126
2024
Q3 		$571K Sell
2,426
-17,383
-88% -$4.07M 0.1% 122
2024
Q2 		$4.84M Sell
19,809
-2,234
-10% -$520K 0.94% 41
2024
Q1 		$5.44M Buy
22,043
+19,602
+803% +$4.23M 0.93% 36
2023
Q4 		$423K Buy
+2,441
New +$457K 0.08% 144

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
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 $3.37T AUM 44.26% 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

Moody Aldrich Partners's APPF Position: Q1 2026 in Review

Moody Aldrich Partners sold out of AppFolio (APPF) in Q1 2026, closing a stake of 1,085 shares — an estimated $252K sold.

Moody Aldrich Partners first reported a position in APPF in Q4 2023 and held it in 9 quarters. The position peaked at $5.44M in Q1 2024. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Moody Aldrich Partners reported no remaining AppFolio position as of Q1 2026 after selling out during the quarter.
  • Moody Aldrich Partners sold 1,085 AppFolio shares in Q1 2026, an estimated $252K.
  • Moody Aldrich Partners first reported a position in AppFolio in Q4 2023 and held it in 9 quarters.
  • Moody Aldrich Partners's AppFolio position peaked at $5.44M in Q1 2024.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Moody Aldrich Partners's 13F filing for Q1 2026, filed 20 Apr 2026.