Smartleaf Asset Management’s AppFolio APPF Stock Holding History

Smartleaf Asset 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	$6.01K	Sell	38 -17	-31%	-$3.22K	﹤0.01%	2581
2025 Q4	$13K	Sell	55 -512	-90%	-$122K	﹤0.01%	2266
2025 Q3	$160K	Sell	567 -41	-7%	-$11.1K	0.01%	824
2025 Q2	$138K	Buy	608 +95	+19%	+$20.7K	0.01%	723
2025 Q1	$114K	Sell	513 -41	-7%	-$9.4K	0.01%	780
2024 Q4	$137K	Buy	554 +13	+2%	+$3.04K	0.01%	692
2024 Q3	$127K	Buy	541 +517	+2,154%	+$121K	0.02%	636
2024 Q2	$5.97K	Buy	+24	New	+$5.59K	﹤0.01%	1713

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

Smartleaf Asset Management's APPF Position: Q1 2026 in Review

Smartleaf Asset Management reduced its AppFolio (APPF) stake by 31% in Q1 2026, selling an estimated $3.22K and leaving 38 shares worth $6.01K. The position accounts for ﹤0.01% of the portfolio, ranked #2581.

Smartleaf Asset Management first reported a position in APPF in Q2 2024 and has held it in 8 quarters since. The position peaked at $160K in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

Smartleaf Asset Management held 38 shares of AppFolio worth $6.01K as of Q1 2026.
Smartleaf Asset Management sold 17 AppFolio shares in Q1 2026, an estimated $3.22K.
AppFolio made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2581 holding.
Smartleaf Asset Management first reported a position in AppFolio in Q2 2024 and has held it in 8 quarters since.
Smartleaf Asset Management's AppFolio position peaked at $160K in Q3 2025.
396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.