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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's APPF Position: Q1 2026 in Review

Steward Partners Investment Advisory held its AppFolio (APPF) position steady in Q1 2026 at 349 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2729.

Steward Partners Investment Advisory first reported a position in APPF in Q3 2020 and has held it in 23 quarters since. The position peaked at $96.2K in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Steward Partners Investment Advisory held 349 shares of AppFolio worth $55.1K as of Q1 2026.
  • Steward Partners Investment Advisory left its AppFolio share count unchanged in Q1 2026.
  • AppFolio made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2729 holding.
  • Steward Partners Investment Advisory first reported a position in AppFolio in Q3 2020 and has held it in 23 quarters since.
  • Steward Partners Investment Advisory's AppFolio position peaked at $96.2K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.