UB
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UMB Bank’s AppFolio APPF Stock Holding History

UMB Bank’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 		$30.9K Sell
196
-106
-35% -$20.1K ﹤0.01% 1447
2025
Q4 		$70.3K Buy
302
+2
+0.7% +$475 ﹤0.01% 1109
2025
Q3 		$82.7K Buy
300
+11
+4% +$2.97K ﹤0.01% 948
2025
Q2 		$66.6K Hold
289
– – ﹤0.01% 1009
2025
Q1 		$63.6K Buy
289
+122
+73% +$28K ﹤0.01% 953
2024
Q4 		$41.2K Buy
167
+110
+193% +$25.8K ﹤0.01% 988
2024
Q3 		$13.4K Buy
57
+44
+338% +$10.3K ﹤0.01% 1381
2024
Q2 		$3.18K Buy
+13
New +$3.03K ﹤0.01% 1600

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

UMB Bank's APPF Position: Q1 2026 in Review

UMB Bank reduced its AppFolio (APPF) stake by 35% in Q1 2026, selling an estimated $20.1K and leaving 196 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

UMB Bank first reported a position in APPF in Q2 2024 and has held it in 8 quarters since. The position peaked at $82.7K in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • UMB Bank held 196 shares of AppFolio worth $30.9K as of Q1 2026.
  • UMB Bank sold 106 AppFolio shares in Q1 2026, an estimated $20.1K.
  • AppFolio made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1447 holding.
  • UMB Bank first reported a position in AppFolio in Q2 2024 and has held it in 8 quarters since.
  • UMB Bank's AppFolio position peaked at $82.7K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.