Commonwealth Equity Services
APPF icon

Commonwealth Equity Services’s AppFolio APPF Stock Holding History

Commonwealth Equity Services’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 		$229K Buy
1,430
+38
+3% +$6.07K ﹤0.01% 4017
2026
Q1 		$220K Sell
1,392
-2,919
-68% -$553K ﹤0.01% 3919
2025
Q4 		$1M Buy
4,311
+154
+4% +$36.6K ﹤0.01% 2569
2025
Q3 		$1.15M Sell
4,157
-805
-16% -$217K ﹤0.01% 2487
2025
Q2 		$1.14M Sell
4,962
-1,786
-26% -$389K ﹤0.01% 2450
2025
Q1 		$1.48M Buy
6,748
+1,198
+22% +$275K ﹤0.01% 2154
2024
Q4 		$1.37M Buy
5,550
+703
+15% +$165K ﹤0.01% 2157
2024
Q3 		$1.14M Buy
4,847
+1,393
+40% +$326K ﹤0.01% 2241
2024
Q2 		$845K Buy
3,454
+636
+23% +$148K ﹤0.01% 2407
2024
Q1 		$695K Sell
2,818
-857
-23% -$185K ﹤0.01% 2531
2023
Q4 		$637K Buy
3,675
+44
+1% +$8.24K ﹤0.01% 2518
2023
Q3 		$663K Sell
3,631
-375
-9% -$68K ﹤0.01% 2353
2023
Q2 		$690K Buy
4,006
+120
+3% +$17.5K ﹤0.01% 2368
2023
Q1 		$483 Buy
3,886
+570
+17% +$68.8K ﹤0.01% 2585
2022
Q4 		$349K Buy
3,316
+238
+8% +$26.5K ﹤0.01% 2756
2022
Q3 		$322K Buy
3,078
+110
+4% +$11.2K ﹤0.01% 2763
2022
Q2 		$269K Buy
2,968
+143
+5% +$14.4K ﹤0.01% 2939
2022
Q1 		$319K Buy
2,825
+193
+7% +$22.2K ﹤0.01% 2911
2021
Q4 		$318K Buy
2,632
+758
+40% +$96.1K ﹤0.01% 2926
2021
Q3 		$225K Buy
1,874
+445
+31% +$57.8K ﹤0.01% 3170
2021
Q2 		$201K Sell
1,429
-204
-12% -$28.3K ﹤0.01% 3260
2021
Q1 		$230K Sell
1,633
-11
-0.7% -$1.71K ﹤0.01% 3009
2020
Q4 		$295K Buy
1,644
+12
+0.7% +$1.92K ﹤0.01% 2599
2020
Q3 		$231K Hold
1,632
– – ﹤0.01% 2588
2020
Q2 		$265K Buy
+1,632
New +$214K ﹤0.01% 2365

Other funds holding APPF

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Commonwealth Equity Services's APPF Position: Q2 2026 in Review

Commonwealth Equity Services increased its AppFolio (APPF) stake by 2.7% in Q2 2026, buying an estimated $6.07K and bringing the position to 1,430 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #4017.

Commonwealth Equity Services first reported a position in APPF in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.48M in Q1 2025. 110 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Commonwealth Equity Services held 1,430 shares of AppFolio worth $229K as of Q2 2026.
  • Commonwealth Equity Services bought 38 AppFolio shares in Q2 2026, an estimated $6.07K.
  • AppFolio made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4017 holding.
  • Commonwealth Equity Services first reported a position in AppFolio in Q2 2020 and has held it in 25 quarters since.
  • Commonwealth Equity Services's AppFolio position peaked at $1.48M in Q1 2025.
  • 110 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.