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Summit Trail Advisors’s AppFolio APPF Stock Holding History

Summit Trail Advisors’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 		$689K Sell
4,296
-95
-2% -$15.2K 0.01% 1128
2026
Q1 		$693K Buy
4,391
+2,347
+115% +$445K 0.01% 1064
2025
Q4 		$476K Buy
2,044
+649
+47% +$154K 0.01% 1093
2025
Q3 		$385K Buy
1,395
+106
+8% +$28.6K 0.01% 1149
2025
Q2 		$297K Buy
+1,289
New +$281K 0.01% 920

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

Summit Trail Advisors's APPF Position: Q2 2026 in Review

Summit Trail Advisors reduced its AppFolio (APPF) stake by 2.2% in Q2 2026, selling an estimated $15.2K and leaving 4,296 shares worth $689K. The position accounts for 0.01% of the portfolio, ranked #1128.

Summit Trail Advisors first reported a position in APPF in Q2 2025 and has held it in 5 quarters since. The position peaked at $693K in Q1 2026. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Summit Trail Advisors held 4,296 shares of AppFolio worth $689K as of Q2 2026.
  • Summit Trail Advisors sold 95 AppFolio shares in Q2 2026, an estimated $15.2K.
  • AppFolio made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1128 holding.
  • Summit Trail Advisors first reported a position in AppFolio in Q2 2025 and has held it in 5 quarters since.
  • Summit Trail Advisors's AppFolio position peaked at $693K in Q1 2026.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.