New York Life Investment Management’s AppFolio APPF Stock Holding History

New York Life Investment 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	-2,900	Closed	-$458K	–	780
2026 Q1	$458K	Buy	2,900 +857	+42%	+$162K	﹤0.01%	758
2025 Q4	$475K	Sell	2,043 -223	-10%	-$53K	﹤0.01%	731
2025 Q3	$625K	Sell	2,266 -79	-3%	-$21.3K	0.01%	746
2025 Q2	$540K	Sell	2,345 -29	-1%	-$6.32K	0.01%	753
2025 Q1	$522K	Buy	+2,374	New	+$545K	0.01%	776
2024 Q2	–	Sell	-1,434	Closed	-$354K	–	882
2024 Q1	$354K	Buy	+1,434	New	+$309K	﹤0.01%	1276
2023 Q1	–	Sell	-5,011	Closed	-$528K	–	1210
2022 Q4	$528K	Buy	5,011 +566	+13%	+$63K	0.01%	878
2022 Q3	$465K	Buy	4,445 +326	+8%	+$33.2K	0.01%	803
2022 Q2	$373K	Buy	+4,119	New	+$415K	﹤0.01%	1048

Other funds holding APPF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

New York Life Investment Management's APPF Position: Q2 2026 in Review

New York Life Investment Management sold out of AppFolio (APPF) in Q2 2026, closing a stake of 2,900 shares — an estimated $458K sold.

New York Life Investment Management first reported a position in APPF in Q2 2022 and held it in 9 quarters. The position peaked at $625K in Q3 2025. 246 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

New York Life Investment Management reported no remaining AppFolio position as of Q2 2026 after selling out during the quarter.
New York Life Investment Management sold 2,900 AppFolio shares in Q2 2026, an estimated $458K.
New York Life Investment Management first reported a position in AppFolio in Q2 2022 and held it in 9 quarters.
New York Life Investment Management's AppFolio position peaked at $625K in Q3 2025.
246 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.