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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
Q2 		– Sell
-115
Closed -$18.1K – 261
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 $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 $3.37T AUM 44.26% 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

Strategic Advocates's APPF Position: Q2 2026 in Review

Strategic Advocates sold out of AppFolio (APPF) in Q2 2026, closing a stake of 115 shares — an estimated $18.1K sold.

Strategic Advocates first reported a position in APPF in Q1 2025 and held it in 5 quarters. The position peaked at $307K in Q3 2025. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Strategic Advocates reported no remaining AppFolio position as of Q2 2026 after selling out during the quarter.
  • Strategic Advocates sold 115 AppFolio shares in Q2 2026, an estimated $18.1K.
  • Strategic Advocates first reported a position in AppFolio in Q1 2025 and held it in 5 quarters.
  • Strategic Advocates's AppFolio position peaked at $307K in Q3 2025.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.