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Diversify Advisory Services’s AppFolio APPF Stock Holding History

Diversify Advisory 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 		$361K Buy
+2,140
New +$342K 0.01% 992
2024
Q2 		– Sell
-1,683
Closed -$406K – 638
2024
Q1 		$406K Buy
+1,683
New +$363K 0.02% 471

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 $3.38T AUM 44.17% 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

Diversify Advisory Services's APPF Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in AppFolio (APPF) in Q2 2026: 2,140 shares worth $361K. The stake represents 0.01% of the portfolio and ranks #992 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in APPF as recently as Q1 2024.

Diversify Advisory Services first reported a position in APPF in Q1 2024 and has held it in 2 quarters since. The position peaked at $406K in Q1 2024. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Diversify Advisory Services held 2,140 shares of AppFolio worth $361K as of Q2 2026.
  • AppFolio was a new Diversify Advisory Services position in Q2 2026.
  • AppFolio made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #992 holding.
  • Diversify Advisory Services first reported a position in AppFolio in Q1 2024 and has held it in 2 quarters since.
  • Diversify Advisory Services's AppFolio position peaked at $406K in Q1 2024.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.