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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Principal Financial Group
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VPM
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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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Osaic Holdings's APPF Position: Q1 2026 in Review

Osaic Holdings reduced its AppFolio (APPF) stake by 22% in Q1 2026, selling an estimated $17.8K and leaving 339 shares worth $53.7K. The position accounts for ﹤0.01% of the portfolio, ranked #5152.

Osaic Holdings first reported a position in APPF in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.75M in Q1 2024. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Osaic Holdings held 339 shares of AppFolio worth $53.7K as of Q1 2026.
  • Osaic Holdings sold 94 AppFolio shares in Q1 2026, an estimated $17.8K.
  • AppFolio made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5152 holding.
  • Osaic Holdings first reported a position in AppFolio in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's AppFolio position peaked at $2.75M in Q1 2024.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.