NorthCrest Asset Manangement’s AppFolio APPF Stock Holding History

NorthCrest Asset Manangement’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	$692K	Buy	3,950 +2	+0.1%	+$319	0.02%	463
2026 Q1	$620K	Sell	3,948 -1,347	-25%	-$255K	0.02%	420
2025 Q4	$1.24M	Buy	5,295 +905	+21%	+$215K	0.03%	339
2025 Q3	$1.05M	Buy	4,390 +1,561	+55%	+$422K	0.03%	336
2025 Q2	$666K	Sell	2,829 -1,757	-38%	-$383K	0.02%	365
2025 Q1	$1.01M	Buy	4,586 +10	+0.2%	+$2.29K	0.03%	296
2024 Q4	$1.13M	Sell	4,576 -170	-4%	-$39.8K	0.03%	275
2024 Q3	$1.12M	Buy	4,746 +601	+14%	+$141K	0.03%	263
2024 Q2	$1.01M	Hold	4,145	–	–	0.03%	271
2024 Q1	$1.02M	Sell	4,145 -40	-1%	-$8.63K	0.03%	270
2023 Q4	$725K	Sell	4,185 -60	-1%	-$11.2K	0.03%	310
2023 Q3	$775K	Buy	+4,245	New	+$770K	0.03%	280

Other funds holding APPF

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DKCM

Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

NorthCrest Asset Manangement's APPF Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its AppFolio (APPF) stake by 0.05% in Q2 2026, buying an estimated $319 and bringing the position to 3,950 shares worth $692K. The position accounts for 0.02% of the portfolio, ranked #463.

NorthCrest Asset Manangement first reported a position in APPF in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.24M in Q4 2025. 36 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

NorthCrest Asset Manangement held 3,950 shares of AppFolio worth $692K as of Q2 2026.
NorthCrest Asset Manangement bought 2 AppFolio shares in Q2 2026, an estimated $319.
AppFolio made up 0.02% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #463 holding.
NorthCrest Asset Manangement first reported a position in AppFolio in Q3 2023 and has held it in 12 quarters since.
NorthCrest Asset Manangement's AppFolio position peaked at $1.24M in Q4 2025.
36 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.