AF
APPF icon

Allworth Financial’s AppFolio APPF Stock Holding History

Allworth Financial’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 		$29.5K Sell
184
-29
-14% -$4.63K ﹤0.01% 2892
2026
Q1 		$33.6K Buy
213
+48
+29% +$9.1K ﹤0.01% 2618
2025
Q4 		$38.4K Sell
165
-5
-3% -$1.19K ﹤0.01% 2376
2025
Q3 		$46.9K Buy
170
+38
+29% +$10.3K ﹤0.01% 2136
2025
Q2 		$30.4K Sell
132
-30
-19% -$6.54K ﹤0.01% 2249
2025
Q1 		$38K Buy
162
+23
+17% +$5.28K ﹤0.01% 1689
2024
Q4 		$35.8K Buy
139
+5
+4% +$1.17K ﹤0.01% 1754
2024
Q3 		$31.5K Hold
134
– – ﹤0.01% 1624
2024
Q2 		$35.2K Sell
134
-2
-1% -$466 ﹤0.01% 1544
2024
Q1 		$33.6K Buy
136
+3
+2% +$647 ﹤0.01% 1479
2023
Q4 		$23K Buy
133
+10
+8% +$1.87K ﹤0.01% 1570
2023
Q3 		$22.5K Hold
123
– – ﹤0.01% 1449
2023
Q2 		$21.2K Sell
123
-21
-15% -$3.06K ﹤0.01% 1498
2023
Q1 		$17.9K Buy
144
+51
+55% +$6.15K ﹤0.01% 1521
2022
Q4 		$9.8K Buy
93
+3
+3% +$334 ﹤0.01% 1694
2022
Q3 		$9K Hold
90
– – ﹤0.01% 1688
2022
Q2 		$8K Sell
90
-17
-16% -$1.71K ﹤0.01% 1618
2022
Q1 		$12K Buy
+107
New +$12.3K ﹤0.01% 1424

Other funds holding APPF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
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
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

Allworth Financial's APPF Position: Q2 2026 in Review

Allworth Financial reduced its AppFolio (APPF) stake by 14% in Q2 2026, selling an estimated $4.63K and leaving 184 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2892.

Allworth Financial first reported a position in APPF in Q1 2022 and has held it in 18 quarters since. The position peaked at $46.9K in Q3 2025. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Allworth Financial held 184 shares of AppFolio worth $29.5K as of Q2 2026.
  • Allworth Financial sold 29 AppFolio shares in Q2 2026, an estimated $4.63K.
  • AppFolio made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2892 holding.
  • Allworth Financial first reported a position in AppFolio in Q1 2022 and has held it in 18 quarters since.
  • Allworth Financial's AppFolio position peaked at $46.9K in Q3 2025.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.