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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
Q2 		$11.7K Buy
73
+55
+306% +$8.78K ﹤0.01% 952
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 $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

Bogart Wealth LLC's APPF Position: Q2 2026 in Review

Bogart Wealth LLC increased its AppFolio (APPF) stake by 306% in Q2 2026, buying an estimated $8.78K and bringing the position to 73 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Bogart Wealth LLC first reported a position in APPF in Q1 2023 and has held it in 14 quarters since. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Bogart Wealth LLC held 73 shares of AppFolio worth $11.7K as of Q2 2026.
  • Bogart Wealth LLC bought 55 AppFolio shares in Q2 2026, an estimated $8.78K.
  • AppFolio made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #952 holding.
  • Bogart Wealth LLC first reported a position in AppFolio in Q1 2023 and has held it in 14 quarters since.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.