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Bogart Wealth LLC’s AppFolio APPF Stock Holding History

Bogart Wealth LLC’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
Q1 		$2.84K Buy
18
+3
+20% +$568 ﹤0.01% 1200
2025
Q4 		$3.49K Sell
15
-2
-12% -$475 ﹤0.01% 1072
2025
Q3 		$4.69K Buy
17
+2
+13% +$540 ﹤0.01% 993
2025
Q2 		$3.45K Hold
15
– – ﹤0.01% 1015
2025
Q1 		$3.3K Hold
15
– – ﹤0.01% 987
2024
Q4 		$3.7K Hold
15
– – ﹤0.01% 958
2024
Q3 		$3.53K Hold
15
– – ﹤0.01% 893
2024
Q2 		$3.67K Hold
15
– – ﹤0.01% 845
2024
Q1 		$3.7K Hold
15
– – ﹤0.01% 823
2023
Q4 		$2.6K Hold
15
– – ﹤0.01% 864
2023
Q3 		$2.74K Hold
15
– – ﹤0.01% 840
2023
Q2 		$2.58K Hold
15
– – ﹤0.01% 850
2023
Q1 		$1.87K Buy
+15
New +$1.81K ﹤0.01% 914

Other funds holding APPF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bogart Wealth LLC's APPF Position: Q1 2026 in Review

Bogart Wealth LLC increased its AppFolio (APPF) stake by 20% in Q1 2026, buying an estimated $568 and bringing the position to 18 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Bogart Wealth LLC first reported a position in APPF in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.69K in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Bogart Wealth LLC held 18 shares of AppFolio worth $2.84K as of Q1 2026.
  • Bogart Wealth LLC bought 3 AppFolio shares in Q1 2026, an estimated $568.
  • AppFolio made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1200 holding.
  • Bogart Wealth LLC first reported a position in AppFolio in Q1 2023 and has held it in 13 quarters since.
  • Bogart Wealth LLC's AppFolio position peaked at $4.69K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.