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Cassaday & Co Wealth Management’s AppFolio APPF Stock Holding History

Cassaday & Co 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
Q1 		$316 Buy
+2
New +$379 ﹤0.01% 1223

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

Cassaday & Co Wealth Management's APPF Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in AppFolio (APPF) in Q1 2026: 2 shares worth $316. The stake represents ﹤0.01% of the portfolio and ranks #1223 among its holdings.

396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Cassaday & Co Wealth Management held 2 shares of AppFolio worth $316 as of Q1 2026.
  • AppFolio was a new Cassaday & Co Wealth Management position in Q1 2026.
  • AppFolio made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #1223 holding.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.