Activest Wealth Management
APPF icon

Activest Wealth Management’s AppFolio APPF Stock Holding History

Activest 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
Q3 		– Sell
-4
Closed -$641 – 1078
2026
Q2 		$641 Buy
+4
New +$639 ﹤0.01% 1025
2026
Q1 		– Sell
-2
Closed -$465 – 1241
2025
Q4 		$465 Buy
+2
New +$475 ﹤0.01% 1003
2025
Q2 		– Sell
-5
Closed -$1.09K – 1060
2025
Q1 		$1.1K Buy
+5
New +$1.15K ﹤0.01% 755

Other funds holding APPF

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Activest Wealth Management's APPF Position: Q3 2026 in Review

Activest Wealth Management sold out of AppFolio (APPF) in Q3 2026, closing a stake of 4 shares — an estimated $641 sold.

Activest Wealth Management first reported a position in APPF in Q1 2025 and held it in 3 quarters. The position peaked at $1.1K in Q1 2025. 210 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

  • Activest Wealth Management reported no remaining AppFolio position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 4 AppFolio shares in Q3 2026, an estimated $641.
  • Activest Wealth Management first reported a position in AppFolio in Q1 2025 and held it in 3 quarters.
  • Activest Wealth Management's AppFolio position peaked at $1.1K in Q1 2025.
  • 210 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.