Optima Capital’s AppFolio APPF Stock Holding History

Optima Capital’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 Q1	–	Sell	-2	Closed	-$465	–	225
2025 Q4	$465	Buy	+2	New	+$475	﹤0.01%	1291

Other funds holding APPF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

NCM

Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optima Capital's APPF Position: Q1 2026 in Review

Optima Capital sold out of AppFolio (APPF) in Q1 2026, closing a stake of 2 shares — an estimated $465 sold.

Optima Capital first reported a position in APPF in Q4 2025 and held it in 1 quarter. The position peaked at $465 in Q4 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

Optima Capital reported no remaining AppFolio position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 2 AppFolio shares in Q1 2026, an estimated $465.
Optima Capital first reported a position in AppFolio in Q4 2025 and held it in 1 quarter.
Optima Capital's AppFolio position peaked at $465 in Q4 2025.
396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.