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 Q2	$86.9K	Sell	542 -56,817	-99%	-$9.07M	﹤0.01%	3067
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 $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

Rockefeller Capital Management's APPF Position: Q2 2026 in Review

Rockefeller Capital Management reduced its AppFolio (APPF) stake by 99% in Q2 2026, selling an estimated $9.07M and leaving 542 shares worth $86.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3067.

Rockefeller Capital Management first reported a position in APPF in Q4 2020 and has held it in 13 quarters since. The position peaked at $12.2M in Q4 2025. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

Rockefeller Capital Management held 542 shares of AppFolio worth $86.9K as of Q2 2026.
Rockefeller Capital Management sold 56,817 AppFolio shares in Q2 2026, an estimated $9.07M.
AppFolio made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3067 holding.
Rockefeller Capital Management first reported a position in AppFolio in Q4 2020 and has held it in 13 quarters since.
Rockefeller Capital Management's AppFolio position peaked at $12.2M in Q4 2025.
394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.