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New Age Alpha Advisors’s AppFolio APPF Stock Holding History

New Age Alpha 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 		$812K Sell
5,064
-86
-2% -$13.7K 0.03% 519
2026
Q1 		$813K Sell
5,150
-149
-3% -$28.2K 0.04% 438
2025
Q4 		$1.23M Buy
5,299
+307
+6% +$73K 0.05% 374
2025
Q3 		$1.38M Sell
4,992
-149
-3% -$40.2K 0.06% 372
2025
Q2 		$1.18M Buy
5,141
+463
+10% +$101K 0.05% 401
2025
Q1 		$1.03M Sell
4,678
-384
-8% -$88.1K 0.05% 426
2024
Q4 		$1.25M Buy
+5,062
New +$1.19M 0.05% 404

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

New Age Alpha Advisors's APPF Position: Q2 2026 in Review

New Age Alpha Advisors reduced its AppFolio (APPF) stake by 1.7% in Q2 2026, selling an estimated $13.7K and leaving 5,064 shares worth $812K. The position accounts for 0.03% of the portfolio, ranked #519.

New Age Alpha Advisors first reported a position in APPF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q3 2025. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • New Age Alpha Advisors held 5,064 shares of AppFolio worth $812K as of Q2 2026.
  • New Age Alpha Advisors sold 86 AppFolio shares in Q2 2026, an estimated $13.7K.
  • AppFolio made up 0.03% of New Age Alpha Advisors's portfolio in Q2 2026, its #519 holding.
  • New Age Alpha Advisors first reported a position in AppFolio in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's AppFolio position peaked at $1.38M in Q3 2025.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.