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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
Q2 		– Sell
-2
Closed -$316 – 1318
2026
Q1 		$316 Buy
+2
New +$379 ﹤0.01% 1223

Other funds holding APPF

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Principal Financial Group
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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 $3.37T AUM 44.26% 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

Cassaday & Co Wealth Management's APPF Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of AppFolio (APPF) in Q2 2026, closing a stake of 2 shares — an estimated $316 sold.

Cassaday & Co Wealth Management first reported a position in APPF in Q1 2026 and held it in 1 quarter. The position peaked at $316 in Q1 2026. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining AppFolio position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 2 AppFolio shares in Q2 2026, an estimated $316.
  • Cassaday & Co Wealth Management first reported a position in AppFolio in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's AppFolio position peaked at $316 in Q1 2026.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.