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
Q2 		$65.9K Buy
411
+215
+110% +$34.3K ﹤0.01% 1210
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 $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

UMB Bank's APPF Position: Q2 2026 in Review

UMB Bank increased its AppFolio (APPF) stake by 110% in Q2 2026, buying an estimated $34.3K and bringing the position to 411 shares worth $65.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

UMB Bank first reported a position in APPF in Q2 2024 and has held it in 9 quarters since. The position peaked at $82.7K in Q3 2025. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • UMB Bank held 411 shares of AppFolio worth $65.9K as of Q2 2026.
  • UMB Bank bought 215 AppFolio shares in Q2 2026, an estimated $34.3K.
  • AppFolio made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1210 holding.
  • UMB Bank first reported a position in AppFolio in Q2 2024 and has held it in 9 quarters since.
  • UMB Bank's AppFolio position peaked at $82.7K in Q3 2025.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.