Charles Schwab’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $26.5M | Buy |
165,025
+383
| +0.2% | +$61.2K | ﹤0.01% | 1666 |
|
|
2026
Q1 | $26M | Buy |
164,642
+9,695
| +6% | +$1.84M | ﹤0.01% | 1586 |
|
|
2025
Q4 | $36M | Sell |
154,947
-3,261
| -2% | -$775K | 0.01% | 1370 |
|
|
2025
Q3 | $43.6M | Sell |
158,208
-1,462
| -0.9% | -$395K | 0.01% | 1245 |
|
|
2025
Q2 | $36.8M | Buy |
159,670
+127
| +0.1% | +$27.7K | 0.01% | 1289 |
|
|
2025
Q1 | $35.1M | Sell |
159,543
-7,299
| -4% | -$1.67M | 0.01% | 1300 |
|
|
2024
Q4 | $41.2M | Sell |
166,842
-9,973
| -6% | -$2.33M | 0.01% | 1263 |
|
|
2024
Q3 | $41.6M | Buy |
176,815
+24,141
| +16% | +$5.65M | 0.01% | 1248 |
|
|
2024
Q2 | $37.3M | Sell |
152,674
-29,958
| -16% | -$6.98M | 0.01% | 1269 |
|
|
2024
Q1 | $45.1M | Buy |
182,632
+12,393
| +7% | +$2.67M | 0.01% | 1112 |
|
|
2023
Q4 | $29.5M | Buy |
170,239
+20,166
| +13% | +$3.78M | 0.01% | 1346 |
|
|
2023
Q3 | $27.4M | Buy |
150,073
+7,054
| +5% | +$1.28M | 0.01% | 1292 |
|
|
2023
Q2 | $24.6M | Buy |
143,019
+697
| +0.5% | +$101K | 0.01% | 1344 |
|
|
2023
Q1 | $17.7M | Buy |
142,322
+1,975
| +1% | +$238K | 0.01% | 1561 |
|
|
2022
Q4 | $14.8M | Buy |
140,347
+3,850
| +3% | +$428K | ﹤0.01% | 1636 |
|
|
2022
Q3 | $14.3M | Sell |
136,497
-3,620
| -3% | -$369K | 0.01% | 1613 |
|
|
2022
Q2 | $12.7M | Buy |
140,117
+1,140
| +0.8% | +$115K | ﹤0.01% | 1709 |
|
|
2022
Q1 | $15.7M | Buy |
138,977
+3,585
| +3% | +$413K | ﹤0.01% | 1708 |
|
|
2021
Q4 | $16.4M | Buy |
135,392
+4,236
| +3% | +$537K | ﹤0.01% | 1725 |
|
|
2021
Q3 | $15.8M | Buy |
131,156
+7,177
| +6% | +$932K | 0.01% | 1754 |
|
|
2021
Q2 | $17.5M | Buy |
123,979
+7,766
| +7% | +$1.08M | 0.01% | 1681 |
|
|
2021
Q1 | $16.4M | Buy |
116,213
+6,275
| +6% | +$974K | 0.01% | 1670 |
|
|
2020
Q4 | $19.8M | Buy |
109,938
+7,324
| +7% | +$1.17M | 0.01% | 1417 |
|
|
2020
Q3 | $14.6M | Buy |
102,614
+2,230
| +2% | +$343K | 0.01% | 1429 |
|
|
2020
Q2 | $16.3M | Buy |
100,384
+7,245
| +8% | +$949K | 0.01% | 1319 |
|
|
2020
Q1 | $10.3M | Sell |
93,139
-2,989
| -3% | -$357K | 0.01% | 1435 |
|
|
2019
Q4 | $10.6M | Buy |
96,128
+2,801
| +3% | +$286K | 0.01% | 1647 |
|
|
2019
Q3 | $8.88M | Buy |
93,327
+16,228
| +21% | +$1.61M | 0.01% | 1669 |
|
|
2019
Q2 | $7.88M | Buy |
77,099
+2,771
| +4% | +$262K | ﹤0.01% | 1741 |
|
|
2019
Q1 | $5.9M | Buy |
74,328
+2,656
| +4% | +$178K | ﹤0.01% | 1899 |
|
|
2018
Q4 | $4.25M | Sell |
71,672
-13,724
| -16% | -$833K | ﹤0.01% | 1987 |
|
|
2018
Q3 | $6.7M | Buy |
85,396
+25,759
| +43% | +$1.95M | ﹤0.01% | 1886 |
|
|
2018
Q2 | $3.65M | Buy |
59,637
+5,310
| +10% | +$289K | ﹤0.01% | 2155 |
|
|
2018
Q1 | $2.22M | Buy |
54,327
+34,238
| +170% | +$1.42M | ﹤0.01% | 2295 |
|
|
2017
Q4 | $834K | Buy |
20,089
+5,489
| +38% | +$246K | ﹤0.01% | 2569 |
|
|
2017
Q3 | $701K | Hold |
14,600
| – | – | ﹤0.01% | 2620 |
|
|
2017
Q2 | $476K | Buy |
+14,600
| New | +$419K | ﹤0.01% | 2709 |
|
Other funds holding APPF
ACM
LCOV
NCM
Charles Schwab's APPF Position: Q2 2026 in Review
Charles Schwab increased its AppFolio (APPF) stake by 0.23% in Q2 2026, buying an estimated $61.2K and bringing the position to 165,025 shares worth $26.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1666.
Charles Schwab first reported a position in APPF in Q2 2017 and has held it in 37 quarters since. The position peaked at $45.1M in Q1 2024. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.
- Charles Schwab held 165,025 shares of AppFolio worth $26.5M as of Q2 2026.
- Charles Schwab bought 383 AppFolio shares in Q2 2026, an estimated $61.2K.
- AppFolio made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1666 holding.
- Charles Schwab first reported a position in AppFolio in Q2 2017 and has held it in 37 quarters since.
- Charles Schwab's AppFolio position peaked at $45.1M in Q1 2024.
- 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.