AWM
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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
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

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

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

Activest Wealth Management opened a new position in AppFolio (APPF) in Q2 2026: 4 shares worth $641. The stake represents ﹤0.01% of the portfolio and ranks #1025 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in APPF as recently as Q4 2025.

Activest Wealth Management first reported a position in APPF in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.1K in Q1 2025. 87 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Activest Wealth Management held 4 shares of AppFolio worth $641 as of Q2 2026.
  • AppFolio was a new Activest Wealth Management position in Q2 2026.
  • AppFolio made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1025 holding.
  • Activest Wealth Management first reported a position in AppFolio in Q1 2025 and has held it in 3 quarters since.
  • Activest Wealth Management's AppFolio position peaked at $1.1K in Q1 2025.
  • 87 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.