Superior Planning, LLC’s AppFolio APPF Stock Holding History

Superior Planning, LLC’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 Q3	$401	Buy	+2	New	+$397	﹤0.01%	1927

Other funds holding APPF

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return

Superior Planning, LLC's APPF Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in AppFolio (APPF) in Q3 2026: 2 shares worth $401. The stake represents ﹤0.01% of the portfolio and ranks #1927 among its holdings.

275 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

Superior Planning, LLC held 2 shares of AppFolio worth $401 as of Q3 2026.
AppFolio was a new Superior Planning, LLC position in Q3 2026.
AppFolio made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1927 holding.
275 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.