UBS AM
APPF icon

UBS AM’s AppFolio APPF Stock Holding History

UBS AM’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 		$9.33M Buy
58,195
+417
+0.7% +$66.6K ﹤0.01% 1282
2026
Q1 		$9.12M Buy
57,778
+11
+0% +$2.08K ﹤0.01% 1230
2025
Q4 		$13.4M Buy
57,767
+1,290
+2% +$307K ﹤0.01% 1009
2025
Q3 		$15.6M Sell
56,477
-37,982
-40% -$10.3M ﹤0.01% 925
2025
Q2 		$21.8M Buy
94,459
+21,734
+30% +$4.74M ﹤0.01% 1022
2025
Q1 		$16M Sell
72,725
-45,494
-38% -$10.4M ﹤0.01% 1050
2024
Q4 		$29.2M Buy
118,219
+502
+0.4% +$118K 0.01% 809
2024
Q3 		$27.7M Buy
117,717
+841
+0.7% +$197K 0.01% 828
2024
Q2 		$28.6M Buy
116,876
+32,368
+38% +$7.54M 0.01% 763
2024
Q1 		$20.9M Buy
84,508
+4,152
+5% +$895K 0.01% 782
2023
Q4 		$13.9M Buy
80,356
+61,835
+334% +$11.6M 0.01% 880
2023
Q3 		$3.38M Sell
18,521
-1,225
-6% -$222K ﹤0.01% 1381
2023
Q2 		$2.46M Hold
19,746
– – ﹤0.01% 1554
2023
Q1 		$2.46M Buy
19,746
+1,239
+7% +$149K ﹤0.01% 1554
2022
Q4 		$1.95M Buy
18,507
+1,765
+11% +$196K ﹤0.01% 1537
2022
Q3 		$1.75M Sell
16,742
-3,955
-19% -$403K ﹤0.01% 1671
2022
Q2 		$1.88M Buy
20,697
+500
+2% +$50.4K ﹤0.01% 1647
2022
Q1 		$2.29M Hold
20,197
– – ﹤0.01% 1737
2021
Q4 		$2.45M Buy
20,197
+383
+2% +$48.5K ﹤0.01% 1772
2021
Q3 		$2.39M Hold
19,814
– – ﹤0.01% 1753
2021
Q2 		$2.8M Buy
19,814
+1,443
+8% +$200K ﹤0.01% 1697
2021
Q1 		$2.6M Hold
18,371
– – ﹤0.01% 1645
2020
Q4 		$3.31M Buy
18,371
+281
+2% +$45K ﹤0.01% 1472
2020
Q3 		$2.57M Buy
18,090
+4,234
+31% +$652K ﹤0.01% 1445
2020
Q2 		$2.25M Buy
13,856
+2,520
+22% +$330K ﹤0.01% 1471
2020
Q1 		$1.26M Buy
11,336
+498
+5% +$59.4K ﹤0.01% 1605
2019
Q4 		$1.19M Buy
10,838
+355
+3% +$36.2K ﹤0.01% 1833
2019
Q3 		$997K Buy
10,483
+1,689
+19% +$168K ﹤0.01% 1954
2019
Q2 		$899K Buy
+8,794
New +$831K ﹤0.01% 1938

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

UBS AM's APPF Position: Q2 2026 in Review

UBS AM increased its AppFolio (APPF) stake by 0.72% in Q2 2026, buying an estimated $66.6K and bringing the position to 58,195 shares worth $9.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

UBS AM first reported a position in APPF in Q2 2019 and has held it in 29 quarters since. The position peaked at $29.2M in Q4 2024. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • UBS AM held 58,195 shares of AppFolio worth $9.33M as of Q2 2026.
  • UBS AM bought 417 AppFolio shares in Q2 2026, an estimated $66.6K.
  • AppFolio made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1282 holding.
  • UBS AM first reported a position in AppFolio in Q2 2019 and has held it in 29 quarters since.
  • UBS AM's AppFolio position peaked at $29.2M in Q4 2024.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.