Osaic Holdings
APPF icon

Osaic Holdings’s AppFolio APPF Stock Holding History

Osaic Holdings’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 		$164K Buy
1,021
+682
+201% +$109K ﹤0.01% 4578
2026
Q1 		$53.7K Sell
339
-94
-22% -$17.8K ﹤0.01% 5152
2025
Q4 		$101K Sell
433
-200
-32% -$47.5K ﹤0.01% 4698
2025
Q3 		$175K Buy
633
+80
+14% +$21.6K ﹤0.01% 4336
2025
Q2 		$124K Buy
553
+402
+266% +$87.6K ﹤0.01% 4328
2025
Q1 		$33.5K Sell
151
-1,007
-87% -$231K ﹤0.01% 4998
2024
Q4 		$286K Sell
1,158
-1,176
-50% -$275K ﹤0.01% 3274
2024
Q3 		$550K Sell
2,334
-2,282
-49% -$534K ﹤0.01% 2784
2024
Q2 		$1.13M Sell
4,616
-6,513
-59% -$1.52M ﹤0.01% 2097
2024
Q1 		$2.75M Sell
11,129
-3,857
-26% -$832K 0.01% 1467
2023
Q4 		$2.6M Buy
14,986
+6,327
+73% +$1.19M ﹤0.01% 1661
2023
Q3 		$1.58M Sell
8,659
-4,314
-33% -$782K ﹤0.01% 2223
2023
Q2 		$2.23M Buy
12,973
+4,466
+52% +$650K ﹤0.01% 1770
2023
Q1 		$1.06M Buy
8,507
+3,037
+56% +$366K ﹤0.01% 2400
2022
Q4 		$575K Buy
5,470
+1,339
+32% +$149K ﹤0.01% 2900
2022
Q3 		$433K Sell
4,131
-59
-1% -$6.02K ﹤0.01% 3024
2022
Q2 		$381K Sell
4,190
-343
-8% -$34.6K ﹤0.01% 3205
2022
Q1 		$514K Buy
4,533
+376
+9% +$43.3K ﹤0.01% 3204
2021
Q4 		$503K Buy
4,157
+169
+4% +$21.4K ﹤0.01% 3052
2021
Q3 		$481K Sell
3,988
-16
-0.4% -$2.08K ﹤0.01% 3069
2021
Q2 		$566K Sell
4,004
-1,007
-20% -$140K ﹤0.01% 2891
2021
Q1 		$710K Sell
5,011
-5,453
-52% -$847K ﹤0.01% 2523
2020
Q4 		$1.89M Buy
10,464
+7,815
+295% +$1.25M 0.01% 1495
2020
Q3 		$376K Sell
2,649
-812
-23% -$125K ﹤0.01% 2696
2020
Q2 		$565K Buy
3,461
+1,585
+84% +$208K ﹤0.01% 2223
2020
Q1 		$208K Buy
+1,876
New +$224K ﹤0.01% 2829

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

Osaic Holdings's APPF Position: Q2 2026 in Review

Osaic Holdings increased its AppFolio (APPF) stake by 201% in Q2 2026, buying an estimated $109K and bringing the position to 1,021 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #4578.

Osaic Holdings first reported a position in APPF in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.75M in Q1 2024. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Osaic Holdings held 1,021 shares of AppFolio worth $164K as of Q2 2026.
  • Osaic Holdings bought 682 AppFolio shares in Q2 2026, an estimated $109K.
  • AppFolio made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4578 holding.
  • Osaic Holdings first reported a position in AppFolio in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's AppFolio position peaked at $2.75M in Q1 2024.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.