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Channel Wealth’s AppFolio APPF Stock Holding History

Channel Wealth’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 		$2.64M Hold
16,486
– – 0.59% 51
2026
Q1 		$2.6M Sell
16,486
-2
-0% -$379 0.63% 53
2025
Q4 		$3.84M Sell
16,488
-25
-0.2% -$5.94K 0.97% 33
2025
Q3 		$4.55M Sell
16,513
-13
-0.1% -$3.51K 1.22% 26
2025
Q2 		$3.81M Sell
16,526
-1,311
-7% -$286K 1.08% 32
2025
Q1 		$3.92M Hold
17,837
– – 1.22% 27
2024
Q4 		$4.4M Sell
17,837
-25
-0.1% -$5.85K 1.43% 17
2024
Q3 		$4.2M Buy
17,862
+2
+0% +$468 1.39% 22
2024
Q2 		$4.37M Hold
17,860
– – 1.58% 19
2024
Q1 		$4.41M Buy
17,860
+14,122
+378% +$3.05M 1.77% 14
2023
Q4 		$648K Buy
+3,738
New +$700K 0.31% 75
2023
Q2 		– Sell
-1,758
Closed -$219K – 186
2023
Q1 		$219K Buy
+1,758
New +$212K 0.14% 176

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 $3.37T 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

Channel Wealth's APPF Position: Q2 2026 in Review

Channel Wealth held its AppFolio (APPF) position steady in Q2 2026 at 16,486 shares worth $2.64M. The position accounts for 0.59% of the portfolio, ranked #51.

Channel Wealth first reported a position in APPF in Q1 2023 and has held it in 12 quarters since. The position peaked at $4.55M in Q3 2025. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Channel Wealth held 16,486 shares of AppFolio worth $2.64M as of Q2 2026.
  • Channel Wealth left its AppFolio share count unchanged in Q2 2026.
  • AppFolio made up 0.59% of Channel Wealth's portfolio in Q2 2026, its #51 holding.
  • Channel Wealth first reported a position in AppFolio in Q1 2023 and has held it in 12 quarters since.
  • Channel Wealth's AppFolio position peaked at $4.55M in Q3 2025.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.