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Oppenheimer Asset Management’s AppFolio APPF Stock Holding History

Oppenheimer Asset 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 		$732K Sell
4,565
-107
-2% -$17.1K 0.01% 807
2026
Q1 		$737K Buy
4,672
+398
+9% +$75.4K 0.01% 799
2025
Q4 		$994K Sell
4,274
-432
-9% -$103K 0.01% 673
2025
Q3 		$1.3M Sell
4,706
-200
-4% -$54K 0.01% 691
2025
Q2 		$1.13M Sell
4,906
-143
-3% -$31.2K 0.01% 719
2025
Q1 		$1.11M Buy
5,049
+1,304
+35% +$299K 0.01% 694
2024
Q4 		$924K Sell
3,745
-334
-8% -$78.2K 0.01% 737
2024
Q3 		$960K Sell
4,079
-1,071
-21% -$251K 0.01% 727
2024
Q2 		$1.26M Sell
5,150
-24
-0.5% -$5.59K 0.02% 655
2024
Q1 		$1.28M Sell
5,174
-1,008
-16% -$217K 0.02% 624
2023
Q4 		$1.07M Sell
6,182
-322
-5% -$60.3K 0.01% 688
2023
Q3 		$1.19M Sell
6,504
-273
-4% -$49.5K 0.02% 644
2023
Q2 		$1.17M Sell
6,777
-940
-12% -$137K 0.02% 663
2023
Q1 		$961K Buy
7,717
+1,253
+19% +$151K 0.01% 694
2022
Q4 		$681K Buy
6,464
+2,795
+76% +$311K 0.01% 770
2022
Q3 		$384K Sell
3,669
-306
-8% -$31.2K 0.01% 898
2022
Q2 		$360K Sell
3,975
-1,578
-28% -$159K 0.01% 936
2022
Q1 		$629K Buy
5,553
+788
+17% +$90.8K 0.01% 865
2021
Q4 		$577K Buy
4,765
+487
+11% +$61.7K 0.01% 927
2021
Q3 		$515K Buy
4,278
+149
+4% +$19.4K 0.01% 925
2021
Q2 		$583K Buy
4,129
+1,039
+34% +$144K 0.01% 907
2021
Q1 		$437K Buy
3,090
+808
+35% +$125K 0.01% 948
2020
Q4 		$411K Buy
2,282
+265
+13% +$42.4K 0.01% 920
2020
Q3 		$286K Buy
2,017
+650
+48% +$100K 0.01% 955
2020
Q2 		$222K Buy
1,367
+70
+5% +$9.16K ﹤0.01% 997
2020
Q1 		$144K Buy
+1,297
New +$155K ﹤0.01% 1035

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Oppenheimer Asset Management's APPF Position: Q2 2026 in Review

Oppenheimer Asset Management reduced its AppFolio (APPF) stake by 2.3% in Q2 2026, selling an estimated $17.1K and leaving 4,565 shares worth $732K. The position accounts for 0.01% of the portfolio, ranked #807.

Oppenheimer Asset Management first reported a position in APPF in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.3M in Q3 2025. 166 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Oppenheimer Asset Management held 4,565 shares of AppFolio worth $732K as of Q2 2026.
  • Oppenheimer Asset Management sold 107 AppFolio shares in Q2 2026, an estimated $17.1K.
  • AppFolio made up 0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #807 holding.
  • Oppenheimer Asset Management first reported a position in AppFolio in Q1 2020 and has held it in 26 quarters since.
  • Oppenheimer Asset Management's AppFolio position peaked at $1.3M in Q3 2025.
  • 166 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.