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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
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 $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

Summit Trail Advisors's APPF Position: Q1 2026 in Review

Summit Trail Advisors increased its AppFolio (APPF) stake by 115% in Q1 2026, buying an estimated $445K and bringing the position to 4,391 shares worth $693K. The position accounts for 0.01% of the portfolio, ranked #1064.

Summit Trail Advisors first reported a position in APPF in Q2 2025 and has held it in 4 quarters since. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Summit Trail Advisors held 4,391 shares of AppFolio worth $693K as of Q1 2026.
  • Summit Trail Advisors bought 2,347 AppFolio shares in Q1 2026, an estimated $445K.
  • AppFolio made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1064 holding.
  • Summit Trail Advisors first reported a position in AppFolio in Q2 2025 and has held it in 4 quarters since.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.