DWM
APPF icon

Diversify Wealth Management’s AppFolio APPF Stock Holding History

Diversify Wealth Management’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
Q1 		$342K Buy
2,067
+654
+46% +$124K 0.01% 923
2025
Q4 		$313K Sell
1,413
-76
-5% -$18.1K 0.01% 521
2025
Q3 		$391K Sell
1,489
-101
-6% -$27.3K 0.02% 416
2025
Q2 		$433K Sell
1,590
-137
-8% -$29.9K 0.03% 393
2025
Q1 		$352K Buy
1,727
+356
+26% +$81.7K 0.03% 416
2024
Q4 		$334K Sell
1,371
-68
-5% -$15.9K 0.03% 417
2024
Q3 		$281K Sell
1,439
-123
-8% -$28.8K 0.03% 411
2024
Q2 		$319K Buy
+1,562
New +$364K 0.04% 348

Other funds holding APPF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diversify Wealth Management's APPF Position: Q1 2026 in Review

Diversify Wealth Management increased its AppFolio (APPF) stake by 46% in Q1 2026, buying an estimated $124K and bringing the position to 2,067 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #923.

Diversify Wealth Management first reported a position in APPF in Q2 2024 and has held it in 8 quarters since. The position peaked at $433K in Q2 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Diversify Wealth Management held 2,067 shares of AppFolio worth $342K as of Q1 2026.
  • Diversify Wealth Management bought 654 AppFolio shares in Q1 2026, an estimated $124K.
  • AppFolio made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #923 holding.
  • Diversify Wealth Management first reported a position in AppFolio in Q2 2024 and has held it in 8 quarters since.
  • Diversify Wealth Management's AppFolio position peaked at $433K in Q2 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.