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Birch Financial Group’s AppFolio APPF Stock Holding History

Birch Financial Group’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 		$213K Buy
+1,326
New +$212K 0.11% 131

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

Birch Financial Group's APPF Position: Q2 2026 in Review

Birch Financial Group opened a new position in AppFolio (APPF) in Q2 2026: 1,326 shares worth $213K. The stake represents 0.11% of the portfolio and ranks #131 among its holdings.

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

  • Birch Financial Group held 1,326 shares of AppFolio worth $213K as of Q2 2026.
  • AppFolio was a new Birch Financial Group position in Q2 2026.
  • AppFolio made up 0.11% of Birch Financial Group's portfolio in Q2 2026, its #131 holding.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.