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Principal Securities’s AppFolio APPF Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-527
Closed -$145K – 1456
2025
Q3 		$145K Buy
527
+136
+35% +$36.7K ﹤0.01% 1423
2025
Q2 		$90K Buy
391
+331
+552% +$72.1K ﹤0.01% 1589
2025
Q1 		$14.8K Hold
60
– – ﹤0.01% 2363
2024
Q4 		$14.8K Hold
60
– – ﹤0.01% 2359
2024
Q3 		$14.1K Hold
60
– – ﹤0.01% 2281
2024
Q2 		$14.7K Buy
60
+4
+7% +$932 ﹤0.01% 2215
2024
Q1 		$13.8K Sell
56
-14
-20% -$3.02K ﹤0.01% 2188
2023
Q4 		$12.1K Buy
+70
New +$13.1K ﹤0.01% 2148

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Securities's APPF Position: Q4 2025 in Review

Principal Securities sold out of AppFolio (APPF) in Q4 2025, closing a stake of 527 shares — an estimated $145K sold.

Principal Securities first reported a position in APPF in Q4 2023 and held it in 8 quarters. The position peaked at $145K in Q3 2025. 403 funds tracked by Wall St. Rank hold APPF as of Q4 2025.

  • Principal Securities reported no remaining AppFolio position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 527 AppFolio shares in Q4 2025, an estimated $145K.
  • Principal Securities first reported a position in AppFolio in Q4 2023 and held it in 8 quarters.
  • Principal Securities's AppFolio position peaked at $145K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held AppFolio as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.