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Mount Yale Investment Advisors’s AppFolio APPF Stock Holding History

Mount Yale Investment Advisors’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 		$201K Buy
+1,252
New +$200K ﹤0.01% 1150
2025
Q3 		– Sell
-240
Closed -$55.3K – 725
2025
Q2 		$55.3K Buy
+240
New +$52.3K ﹤0.01% 789

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's APPF Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in AppFolio (APPF) in Q2 2026: 1,252 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1150 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in APPF as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in APPF in Q2 2025 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Mount Yale Investment Advisors held 1,252 shares of AppFolio worth $201K as of Q2 2026.
  • AppFolio was a new Mount Yale Investment Advisors position in Q2 2026.
  • AppFolio made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1150 holding.
  • Mount Yale Investment Advisors first reported a position in AppFolio in Q2 2025 and has held it in 2 quarters since.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.