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Private Trust Company’s AppFolio APPF Stock Holding History

Private Trust Company’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 		$13.9K Buy
87
+81
+1,350% +$12.9K ﹤0.01% 1949
2026
Q1 		$947 Hold
6
– – ﹤0.01% 2493
2025
Q4 		$1.4K Hold
6
– – ﹤0.01% 2392
2025
Q3 		$1.65K Hold
6
– – ﹤0.01% 2369
2025
Q2 		$1.38K Hold
6
– – ﹤0.01% 2333
2025
Q1 		$1.32K Hold
6
– – ﹤0.01% 2330
2024
Q4 		$1.48K Sell
6
-48
-89% -$11.2K ﹤0.01% 2209
2024
Q3 		$12.7K Sell
54
-33
-38% -$7.72K ﹤0.01% 1639
2024
Q2 		$21.3K Hold
87
– – ﹤0.01% 1430
2024
Q1 		$21.5K Sell
87
-11
-11% -$2.37K ﹤0.01% 1413
2023
Q4 		$17K Sell
98
-20
-17% -$3.75K ﹤0.01% 1464
2023
Q3 		$21.6K Buy
118
+23
+24% +$4.17K ﹤0.01% 1330
2023
Q2 		$16.4K Buy
95
+5
+6% +$728 ﹤0.01% 1439
2023
Q1 		$11.2K Buy
90
+49
+120% +$5.91K ﹤0.01% 1536
2022
Q4 		$4K Buy
+41
New +$4.56K ﹤0.01% 1838

Other funds holding APPF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Private Trust Company's APPF Position: Q2 2026 in Review

Private Trust Company increased its AppFolio (APPF) stake by 1,350% in Q2 2026, buying an estimated $12.9K and bringing the position to 87 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Private Trust Company first reported a position in APPF in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.6K in Q3 2023. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Private Trust Company held 87 shares of AppFolio worth $13.9K as of Q2 2026.
  • Private Trust Company bought 81 AppFolio shares in Q2 2026, an estimated $12.9K.
  • AppFolio made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1949 holding.
  • Private Trust Company first reported a position in AppFolio in Q4 2022 and has held it in 15 quarters since.
  • Private Trust Company's AppFolio position peaked at $21.6K in Q3 2023.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.