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Oak Thistle LLC’s AppFolio APPF Stock Holding History

Oak Thistle LLC’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 		$637K Buy
+3,974
New +$635K 0.06% 407
2025
Q1 		– Sell
-1,882
Closed -$464K – 411
2024
Q4 		$464K Sell
1,882
-862
-31% -$202K 0.14% 261
2024
Q3 		$646K Buy
+2,744
New +$642K 0.21% 196

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

Oak Thistle LLC's APPF Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in AppFolio (APPF) in Q2 2026: 3,974 shares worth $637K. The stake represents 0.06% of the portfolio and ranks #407 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in APPF as recently as Q4 2024.

Oak Thistle LLC first reported a position in APPF in Q3 2024 and has held it in 3 quarters since. The position peaked at $646K in Q3 2024. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Oak Thistle LLC held 3,974 shares of AppFolio worth $637K as of Q2 2026.
  • AppFolio was a new Oak Thistle LLC position in Q2 2026.
  • AppFolio made up 0.06% of Oak Thistle LLC's portfolio in Q2 2026, its #407 holding.
  • Oak Thistle LLC first reported a position in AppFolio in Q3 2024 and has held it in 3 quarters since.
  • Oak Thistle LLC's AppFolio position peaked at $646K in Q3 2024.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.