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Steward Partners Investment Advisory’s AppFolio APPF Stock Holding History

Steward Partners Investment Advisory’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 		$14.4K Sell
90
-259
-74% -$41.4K ﹤0.01% 3544
2026
Q1 		$55.1K Hold
349
– – ﹤0.01% 2729
2025
Q4 		$81.2K Hold
349
– – ﹤0.01% 2410
2025
Q3 		$96.2K Buy
349
+259
+288% +$70K ﹤0.01% 2260
2025
Q2 		$20.7K Hold
90
– – ﹤0.01% 2909
2025
Q1 		$19.8K Sell
90
-24
-21% -$5.51K ﹤0.01% 2810
2024
Q4 		$28.1K Buy
114
+13
+13% +$3.04K ﹤0.01% 2617
2024
Q3 		$23.8K Buy
101
+11
+12% +$2.57K ﹤0.01% 2584
2024
Q2 		$22K Hold
90
– – ﹤0.01% 2490
2024
Q1 		$22.2K Hold
90
– – ﹤0.01% 2476
2023
Q4 		$15.6K Hold
90
– – ﹤0.01% 2519
2023
Q3 		$16.4K Hold
90
– – ﹤0.01% 2407
2023
Q2 		$15.5K Hold
90
– – ﹤0.01% 2407
2023
Q1 		$11.2K Hold
90
– – ﹤0.01% 2501
2022
Q4 		$9.48K Hold
90
– – ﹤0.01% 2556
2022
Q3 		$9K Sell
90
-46
-34% -$4.69K ﹤0.01% 2560
2022
Q2 		$12K Sell
136
-89
-40% -$8.97K ﹤0.01% 2436
2022
Q1 		$25K Sell
225
-178
-44% -$20.5K ﹤0.01% 2254
2021
Q4 		$49K Hold
403
– – ﹤0.01% 1917
2021
Q3 		$49K Hold
403
– – ﹤0.01% 1899
2021
Q2 		$57K Sell
403
-36
-8% -$5K ﹤0.01% 3048
2021
Q1 		$62.1K Buy
439
+152
+53% +$23.6K ﹤0.01% 1874
2020
Q4 		$52K Buy
287
+90
+46% +$14.4K ﹤0.01% 1654
2020
Q3 		$28K Buy
+197
New +$30.3K ﹤0.01% 1751

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
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
T. Rowe Price Associates
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

Steward Partners Investment Advisory's APPF Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its AppFolio (APPF) stake by 74% in Q2 2026, selling an estimated $41.4K and leaving 90 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3544.

Steward Partners Investment Advisory first reported a position in APPF in Q3 2020 and has held it in 24 quarters since. The position peaked at $96.2K in Q3 2025. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Steward Partners Investment Advisory held 90 shares of AppFolio worth $14.4K as of Q2 2026.
  • Steward Partners Investment Advisory sold 259 AppFolio shares in Q2 2026, an estimated $41.4K.
  • AppFolio made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3544 holding.
  • Steward Partners Investment Advisory first reported a position in AppFolio in Q3 2020 and has held it in 24 quarters since.
  • Steward Partners Investment Advisory's AppFolio position peaked at $96.2K in Q3 2025.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.