Abound Wealth Management’s AppFolio APPF Stock Holding History

Abound Wealth Management’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	$963	Buy	6 +2	+50%	+$319	﹤0.01%	826
2026 Q1	$632	Hold	4	–	–	﹤0.01%	1030
2025 Q4	$931	Hold	4	–	–	﹤0.01%	910
2025 Q3	$1.1K	Hold	4	–	–	﹤0.01%	862
2025 Q2	$922	Hold	4	–	–	﹤0.01%	813
2025 Q1	$880	Hold	4	–	–	﹤0.01%	767
2024 Q4	$987	Hold	4	–	–	﹤0.01%	736
2024 Q3	$942	Hold	4	–	–	﹤0.01%	787
2024 Q2	$979	Hold	4	–	–	﹤0.01%	729
2024 Q1	$987	Hold	4	–	–	﹤0.01%	779
2023 Q4	$693	Hold	4	–	–	﹤0.01%	850
2023 Q3	$731	Hold	4	–	–	﹤0.01%	748
2023 Q2	$689	Hold	4	–	–	﹤0.01%	778
2023 Q1	$498	Hold	4	–	–	﹤0.01%	673
2022 Q4	$422	Hold	4	–	–	﹤0.01%	671
2022 Q3	$419	Buy	+4	New	+$408	﹤0.01%	668

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

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 Malvern, Pennsylvania $4.68T AUM

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

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 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

Abound Wealth Management's APPF Position: Q2 2026 in Review

Abound Wealth Management increased its AppFolio (APPF) stake by 50% in Q2 2026, buying an estimated $319 and bringing the position to 6 shares worth $963. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Abound Wealth Management first reported a position in APPF in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.1K in Q3 2025. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

Abound Wealth Management held 6 shares of AppFolio worth $963 as of Q2 2026.
Abound Wealth Management bought 2 AppFolio shares in Q2 2026, an estimated $319.
AppFolio made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #826 holding.
Abound Wealth Management first reported a position in AppFolio in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's AppFolio position peaked at $1.1K in Q3 2025.
393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.