MA
APPF icon

Mutual Advisors’s AppFolio APPF Stock Holding History

Mutual 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 		$202K Buy
+1,262
New +$202K ﹤0.01% 1334
2026
Q1 		– Sell
-1,288
Closed -$300K – 1331
2025
Q4 		$300K Buy
1,288
+20
+2% +$4.75K 0.01% 1087
2025
Q3 		$304K Hold
1,268
– – 0.01% 1049
2025
Q2 		$335K Sell
1,268
-9
-0.7% -$1.96K 0.01% 948
2025
Q1 		$245K Sell
1,277
-172
-12% -$39.5K 0.01% 962
2024
Q4 		$366K Buy
1,449
+1
+0.1% +$234 0.01% 823
2024
Q3 		$278K Sell
1,448
-229
-14% -$53.6K 0.01% 929
2024
Q2 		$384K Buy
1,677
+244
+17% +$56.8K 0.01% 803
2024
Q1 		$354K Sell
1,433
-224
-14% -$48.3K 0.01% 814
2023
Q4 		$287K Sell
1,657
-116
-7% -$21.7K 0.01% 831
2023
Q3 		$324K Buy
+1,773
New +$322K 0.01% 754
2023
Q2 		– Sell
-1,771
Closed -$220K – 1001
2023
Q1 		$220K Buy
+1,771
New +$214K 0.01% 889
2021
Q3 		– Sell
-1,795
Closed -$253K – 864
2021
Q2 		$253K Sell
1,795
-35
-2% -$4.86K 0.02% 723
2021
Q1 		$259K Buy
1,830
+42
+2% +$6.52K 0.02% 665
2020
Q4 		$322K Hold
1,788
– – 0.02% 584
2020
Q3 		$254K Hold
1,788
– – 0.02% 578
2020
Q2 		$291K Buy
+1,788
New +$234K 0.03% 515

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

Mutual Advisors's APPF Position: Q2 2026 in Review

Mutual Advisors opened a new position in AppFolio (APPF) in Q2 2026: 1,262 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1334 among its holdings. This is a return to the name: Mutual Advisors previously reported a position in APPF as recently as Q4 2025.

Mutual Advisors first reported a position in APPF in Q2 2020 and has held it in 17 quarters since. The position peaked at $384K in Q2 2024. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Mutual Advisors held 1,262 shares of AppFolio worth $202K as of Q2 2026.
  • AppFolio was a new Mutual Advisors position in Q2 2026.
  • AppFolio made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1334 holding.
  • Mutual Advisors first reported a position in AppFolio in Q2 2020 and has held it in 17 quarters since.
  • Mutual Advisors's AppFolio position peaked at $384K in Q2 2024.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.