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Continuum Advisory’s AppFolio APPF Stock Holding History

Continuum Advisory’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 		$2.25K Buy
+14
New +$2.23K ﹤0.01% 1707
2025
Q2 		– Sell
-20
Closed -$4.4K – 479
2025
Q1 		$4.4K Buy
20
+11
+122% +$2.52K ﹤0.01% 1138
2024
Q4 		$2.22K Hold
9
– – ﹤0.01% 1382
2024
Q3 		$2.1K Buy
9
+1
+13% +$234 ﹤0.01% 1411
2024
Q2 		$1.96K Hold
8
– – ﹤0.01% 1307
2024
Q1 		$1.96K Buy
+8
New +$1.73K ﹤0.01% 1306

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

Continuum Advisory's APPF Position: Q2 2026 in Review

Continuum Advisory opened a new position in AppFolio (APPF) in Q2 2026: 14 shares worth $2.25K. The stake represents ﹤0.01% of the portfolio and ranks #1707 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in APPF as recently as Q1 2025.

Continuum Advisory first reported a position in APPF in Q1 2024 and has held it in 6 quarters since. The position peaked at $4.4K in Q1 2025. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Continuum Advisory held 14 shares of AppFolio worth $2.25K as of Q2 2026.
  • AppFolio was a new Continuum Advisory position in Q2 2026.
  • AppFolio made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1707 holding.
  • Continuum Advisory first reported a position in AppFolio in Q1 2024 and has held it in 6 quarters since.
  • Continuum Advisory's AppFolio position peaked at $4.4K in Q1 2025.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.