Action Point Financial Planning’s AppFolio APPF Stock Holding History

Action Point Financial Planning’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	$1.6K	Buy	+10	New	+$1.6K	﹤0.01%	2336

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

Action Point Financial Planning's APPF Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in AppFolio (APPF) in Q2 2026: 10 shares worth $1.6K. The stake represents ﹤0.01% of the portfolio and ranks #2336 among its holdings.

390 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

Action Point Financial Planning held 10 shares of AppFolio worth $1.6K as of Q2 2026.
AppFolio was a new Action Point Financial Planning position in Q2 2026.
AppFolio made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2336 holding.
390 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.