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 Q2	$422K	Sell	2,629 -120	-4%	-$19.2K	﹤0.01%	1955
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 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

Pathstone Holdings's APPF Position: Q2 2026 in Review

Pathstone Holdings reduced its AppFolio (APPF) stake by 4.4% in Q2 2026, selling an estimated $19.2K and leaving 2,629 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #1955.

Pathstone Holdings first reported a position in APPF in Q4 2023 and has held it in 6 quarters since. The position peaked at $434K in Q1 2026. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

Pathstone Holdings held 2,629 shares of AppFolio worth $422K as of Q2 2026.
Pathstone Holdings sold 120 AppFolio shares in Q2 2026, an estimated $19.2K.
AppFolio made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1955 holding.
Pathstone Holdings first reported a position in AppFolio in Q4 2023 and has held it in 6 quarters since.
Pathstone Holdings's AppFolio position peaked at $434K in Q1 2026.
394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

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