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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
Q2 		$361K Buy
2,140
+73
+4% +$11.7K 0.01% 992
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 $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 Wealth Management's APPF Position: Q2 2026 in Review

Diversify Wealth Management increased its AppFolio (APPF) stake by 3.5% in Q2 2026, buying an estimated $11.7K and bringing the position to 2,140 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #992.

Diversify Wealth Management first reported a position in APPF in Q2 2024 and has held it in 9 quarters since. The position peaked at $433K in Q2 2025. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Diversify Wealth Management held 2,140 shares of AppFolio worth $361K as of Q2 2026.
  • Diversify Wealth Management bought 73 AppFolio shares in Q2 2026, an estimated $11.7K.
  • AppFolio made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #992 holding.
  • Diversify Wealth Management first reported a position in AppFolio in Q2 2024 and has held it in 9 quarters since.
  • Diversify Wealth Management's AppFolio position peaked at $433K in Q2 2025.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.