WPG Advisers’s AppFolio APPF Stock Holding History

WPG Advisers’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	$321	Hold	2	–	–	﹤0.01%	1475
2026 Q1	$316	Hold	2	–	–	﹤0.01%	1408
2025 Q4	$465	Hold	2	–	–	﹤0.01%	1389
2025 Q3	$551	Hold	2	–	–	﹤0.01%	1352
2025 Q2	$461	Sell	2 -2	-50%	-$436	﹤0.01%	1358
2025 Q1	$880	Sell	4 -2	-33%	-$459	﹤0.01%	1282
2024 Q4	$1.48K	Buy	+6	New	+$1.41K	﹤0.01%	1153

Other funds holding APPF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

WPG Advisers's APPF Position: Q2 2026 in Review

WPG Advisers held its AppFolio (APPF) position steady in Q2 2026 at 2 shares worth $321. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

WPG Advisers first reported a position in APPF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.48K in Q4 2024. 166 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

WPG Advisers held 2 shares of AppFolio worth $321 as of Q2 2026.
WPG Advisers left its AppFolio share count unchanged in Q2 2026.
AppFolio made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1475 holding.
WPG Advisers first reported a position in AppFolio in Q4 2024 and has held it in 7 quarters since.
WPG Advisers's AppFolio position peaked at $1.48K in Q4 2024.
166 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.