Rockefeller Capital Management’s AppFolio APPF Stock Holding History

Rockefeller Capital Management’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	$9.05M	Buy	57,359 +4,943	+9%	+$937K	0.02%	711
2025 Q4	$12.2M	Buy	52,416 +52,358	+90,272%	+$12.4M	0.02%	594
2025 Q3	$16K	Buy	+58	New	+$15.7K	﹤0.01%	3448
2023 Q1	–	Sell	-3	Closed	–	–	2075
2022 Q4	$0	Hold	3	–	–	﹤0.01%	3839
2022 Q3	$0	Hold	3	–	–	﹤0.01%	3867
2022 Q2	$0	Hold	3	–	–	﹤0.01%	4088
2022 Q1	$0	Hold	3	–	–	﹤0.01%	3857
2021 Q4	$0	Hold	3	–	–	﹤0.01%	3754
2021 Q3	$0	Sell	3 -94	-97%	-$12.2K	﹤0.01%	3683
2021 Q2	$13K	Hold	97	–	–	﹤0.01%	2654
2021 Q1	$13K	Buy	97 +3	+3%	+$466	﹤0.01%	2468
2020 Q4	$16K	Buy	+94	New	+$15K	﹤0.01%	2079

Other funds holding APPF

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rockefeller Capital Management's APPF Position: Q1 2026 in Review

Rockefeller Capital Management increased its AppFolio (APPF) stake by 9.4% in Q1 2026, buying an estimated $937K and bringing the position to 57,359 shares worth $9.05M. The position accounts for 0.02% of the portfolio, ranked #711.

Rockefeller Capital Management first reported a position in APPF in Q4 2020 and has held it in 12 quarters since. The position peaked at $12.2M in Q4 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

Rockefeller Capital Management held 57,359 shares of AppFolio worth $9.05M as of Q1 2026.
Rockefeller Capital Management bought 4,943 AppFolio shares in Q1 2026, an estimated $937K.
AppFolio made up 0.02% of Rockefeller Capital Management's portfolio in Q1 2026, its #711 holding.
Rockefeller Capital Management first reported a position in AppFolio in Q4 2020 and has held it in 12 quarters since.
Rockefeller Capital Management's AppFolio position peaked at $12.2M in Q4 2025.
396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.