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
2024
Q4 		– Sell
-2
Closed -$10 – 7400
2024
Q3 		$10 Buy
+2
New +$468 ﹤0.01% 7348

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Vanguard Portfolio Management
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ACM
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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. 394 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.
  • 394 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.