SteelPeak Wealth’s AppFolio APPF Stock Holding History

SteelPeak Wealth’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	-1,000	Closed	-$233K	–	581
2025 Q4	$233K	Hold	1,000	–	–	0.01%	476
2025 Q3	$276K	Hold	1,000	–	–	0.01%	484
2025 Q2	$230K	Hold	1,000	–	–	0.01%	467
2025 Q1	$220K	Sell	1,000 -6	-0.6%	-$1.38K	0.01%	474
2024 Q4	$248K	Hold	1,006	–	–	0.01%	452
2024 Q3	$237K	Buy	1,006 +6	+0.6%	+$1.4K	0.01%	428
2024 Q2	$245K	Hold	1,000	–	–	0.01%	426
2024 Q1	$247K	Buy	+1,000	New	+$216K	0.01%	395

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

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SteelPeak Wealth's APPF Position: Q1 2026 in Review

SteelPeak Wealth sold out of AppFolio (APPF) in Q1 2026, closing a stake of 1,000 shares — an estimated $233K sold.

SteelPeak Wealth first reported a position in APPF in Q1 2024 and held it in 8 quarters. The position peaked at $276K in Q3 2025. 399 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

SteelPeak Wealth reported no remaining AppFolio position as of Q1 2026 after selling out during the quarter.
SteelPeak Wealth sold 1,000 AppFolio shares in Q1 2026, an estimated $233K.
SteelPeak Wealth first reported a position in AppFolio in Q1 2024 and held it in 8 quarters.
SteelPeak Wealth's AppFolio position peaked at $276K in Q3 2025.
399 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on SteelPeak Wealth's 13F filing for Q1 2026, filed 5 May 2026.