Stifel Financial
APPF icon

Stifel Financial’s AppFolio APPF Stock Holding History

Stifel Financial’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 		$2.22M Buy
14,037
+5,623
+67% +$1.07M ﹤0.01% 1882
2025
Q4 		$1.96M Sell
8,414
-2,182
-21% -$519K ﹤0.01% 1951
2025
Q3 		$2.92M Sell
10,596
-1,233
-10% -$333K ﹤0.01% 1622
2025
Q2 		$2.72M Sell
11,829
-1,119
-9% -$244K ﹤0.01% 1621
2025
Q1 		$2.85M Buy
12,948
+11,882
+1,115% +$2.73M ﹤0.01% 1516
2024
Q4 		$263K Sell
1,066
-787
-42% -$184K ﹤0.01% 3030
2024
Q3 		$436K Buy
1,853
+575
+45% +$135K ﹤0.01% 2757
2024
Q2 		$313K Sell
1,278
-193
-13% -$45K ﹤0.01% 2898
2024
Q1 		$363K Sell
1,471
-902
-38% -$195K ﹤0.01% 2796
2023
Q4 		$411K Sell
2,373
-255
-10% -$47.8K ﹤0.01% 2686
2023
Q3 		$480K Buy
2,628
+236
+10% +$42.8K ﹤0.01% 2513
2023
Q2 		$412K Sell
2,392
-51
-2% -$7.43K ﹤0.01% 2630
2023
Q1 		$304K Buy
2,443
+186
+8% +$22.4K ﹤0.01% 2805
2022
Q4 		$238K Buy
+2,257
New +$251K ﹤0.01% 2893
2022
Q3 		– Sell
-2,471
Closed -$224K – 3280
2022
Q2 		$224K Hold
2,471
– – ﹤0.01% 2922
2022
Q1 		$280K Buy
2,471
+40
+2% +$4.61K ﹤0.01% 2913
2021
Q4 		$294K Hold
2,431
– – ﹤0.01% 2926
2021
Q3 		$293K Sell
2,431
-129
-5% -$16.8K ﹤0.01% 2920
2021
Q2 		$361K Buy
+2,560
New +$355K ﹤0.01% 2773
2020
Q4 		– Sell
-1,580
Closed -$224K – 3035
2020
Q3 		$224K Buy
+1,580
New +$243K ﹤0.01% 2562

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

Stifel Financial's APPF Position: Q1 2026 in Review

Stifel Financial increased its AppFolio (APPF) stake by 67% in Q1 2026, buying an estimated $1.07M and bringing the position to 14,037 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

Stifel Financial first reported a position in APPF in Q3 2020 and has held it in 20 quarters since. The position peaked at $2.92M in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Stifel Financial held 14,037 shares of AppFolio worth $2.22M as of Q1 2026.
  • Stifel Financial bought 5,623 AppFolio shares in Q1 2026, an estimated $1.07M.
  • AppFolio made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1882 holding.
  • Stifel Financial first reported a position in AppFolio in Q3 2020 and has held it in 20 quarters since.
  • Stifel Financial's AppFolio position peaked at $2.92M in Q3 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.