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Strategic Advocates’s AppFolio APPF Stock Holding History

Strategic Advocates’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 		$18.1K Sell
115
-554
-83% -$105K 0.08% 133
2025
Q4 		$158K Sell
669
-443
-40% -$105K 0.04% 131
2025
Q3 		$307K Buy
1,112
+24
+2% +$6.48K 0.08% 101
2025
Q2 		$251K Buy
1,088
+98
+10% +$21.4K 0.07% 107
2025
Q1 		$218K Buy
+990
New +$227K 0.08% 104

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

Strategic Advocates's APPF Position: Q1 2026 in Review

Strategic Advocates reduced its AppFolio (APPF) stake by 83% in Q1 2026, selling an estimated $105K and leaving 115 shares worth $18.1K. The position accounts for 0.08% of the portfolio, ranked #133.

Strategic Advocates first reported a position in APPF in Q1 2025 and has held it in 5 quarters since. The position peaked at $307K in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Strategic Advocates held 115 shares of AppFolio worth $18.1K as of Q1 2026.
  • Strategic Advocates sold 554 AppFolio shares in Q1 2026, an estimated $105K.
  • AppFolio made up 0.08% of Strategic Advocates's portfolio in Q1 2026, its #133 holding.
  • Strategic Advocates first reported a position in AppFolio in Q1 2025 and has held it in 5 quarters since.
  • Strategic Advocates's AppFolio position peaked at $307K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.