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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
Q3 		– Sell
-3,974
Closed -$637K – 490
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

Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Oak Thistle LLC's APPF Position: Q3 2026 in Review

Oak Thistle LLC sold out of AppFolio (APPF) in Q3 2026, closing a stake of 3,974 shares — an estimated $637K sold.

Oak Thistle LLC first reported a position in APPF in Q3 2024 and held it in 3 quarters. The position peaked at $646K in Q3 2024. 67 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

  • Oak Thistle LLC reported no remaining AppFolio position as of Q3 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 3,974 AppFolio shares in Q3 2026, an estimated $637K.
  • Oak Thistle LLC first reported a position in AppFolio in Q3 2024 and held it in 3 quarters.
  • Oak Thistle LLC's AppFolio position peaked at $646K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.