Pathstone Holdings
APPF icon

Pathstone Holdings’s AppFolio APPF Stock Holding History

Pathstone 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
Q1 		$434K Buy
+2,749
New +$521K ﹤0.01% 1813
2025
Q4 		– Sell
-1,207
Closed -$333K – 2240
2025
Q3 		$333K Buy
+1,207
New +$326K ﹤0.01% 1983
2025
Q1 		– Sell
-914
Closed -$225K – 2250
2024
Q4 		$225K Sell
914
-68
-7% -$15.9K ﹤0.01% 2115
2024
Q3 		$231K Buy
+982
New +$230K ﹤0.01% 2102
2024
Q1 		– Sell
-1,599
Closed -$277K – 2298
2023
Q4 		$277K Buy
+1,599
New +$300K ﹤0.01% 1878

Other funds holding APPF

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

Pathstone Holdings's APPF Position: Q1 2026 in Review

Pathstone Holdings opened a new position in AppFolio (APPF) in Q1 2026: 2,749 shares worth $434K. The stake represents ﹤0.01% of the portfolio and ranks #1813 among its holdings. This is a return to the name: Pathstone Holdings previously reported a position in APPF as recently as Q3 2025.

Pathstone Holdings first reported a position in APPF in Q4 2023 and has held it in 5 quarters since. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Pathstone Holdings held 2,749 shares of AppFolio worth $434K as of Q1 2026.
  • AppFolio was a new Pathstone Holdings position in Q1 2026.
  • AppFolio made up ﹤0.01% of Pathstone Holdings's portfolio in Q1 2026, its #1813 holding.
  • Pathstone Holdings first reported a position in AppFolio in Q4 2023 and has held it in 5 quarters since.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.