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SageView Advisory Group’s AppFolio APPF Stock Holding History

SageView Advisory Group’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 		– Sell
-20
Closed -$4.65K – 679
2025
Q4 		$4.65K Buy
+20
New +$4.75K ﹤0.01% 1988

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's APPF Position: Q1 2026 in Review

SageView Advisory Group sold out of AppFolio (APPF) in Q1 2026, closing a stake of 20 shares — an estimated $4.65K sold.

SageView Advisory Group first reported a position in APPF in Q4 2025 and held it in 1 quarter. The position peaked at $4.65K in Q4 2025. 399 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • SageView Advisory Group reported no remaining AppFolio position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 20 AppFolio shares in Q1 2026, an estimated $4.65K.
  • SageView Advisory Group first reported a position in AppFolio in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's AppFolio position peaked at $4.65K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.