APPF β€” APPFOLIO INC COM CL A

Ownership history in First Bank & Trust  Β·  9 quarters on record

AI Ownership Summary

First Bank & Trust reported APPFOLIO INC COM CL A (APPF) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.06% in 2024 Q1. The latest visible filing shows APPF at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APPF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Bank & Trust's position in APPFOLIO INC COM CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

APPF was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First Bank & Trust held APPF β€” position size vs. price
% of Fund (quarterly)    APPF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,776 +362 +25.6% 0.05% $280K 2026-04-10 $143.34
2025 Q4 ADDED 1,414 +114 +8.8% 0.05% $329K 2026-01-12 $222.81
2025 Q3 REDUCED 1,300 -7 -0.5% 0.06% $358K 2025-10-10 $224.87
2025 Q2 ADDED 1,307 +104 +8.6% 0.05% $301K 2025-07-09 $246.39
2025 Q1 ADDED 1,203 +30 +2.6% 0.05% $265K 2025-04-28 $201.49
2024 Q4 UNCHANGED 1,173 β€” 0% 0.06% $289K 2025-02-03 $238.50
2024 Q3 REDUCED 1,173 -17 -1.4% 0.05% $276K 2024-10-24 $192.07
2024 Q2 REDUCED 1,190 -15 -1.2% 0.06% $291K 2024-07-09 $248.87
2024 Q1 INITIATED 1,205 β€” β€” 0.06% $297K 2024-04-17 $216.72

FAQ About First Bank & Trust and APPF

These are the practical questions this page is built to answer before you even open the full history table.

How long has First Bank & Trust reported owning APPF?

First Bank & Trust reported APPF across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported APPF position in First Bank & Trust's portfolio?

The largest reported portfolio weight for APPF was 0.06% in 2024 Q1.

What is the latest reported APPF position on this page?

The most recent filing on this page is 2026 Q1, when First Bank & Trust reported 1,776 shares, equal to 0.05% of portfolio, with an estimated market value of $280K.

What does the chart on this APPF ownership page compare?

The chart compares First Bank & Trust's quarterly APPF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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