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Evanson Financial’s AppFolio APPF Stock Holding History

Evanson Financial’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 		$962K Buy
+6,000
New +$958K 0.05% 144

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

Evanson Financial's APPF Position: Q2 2026 in Review

Evanson Financial opened a new position in AppFolio (APPF) in Q2 2026: 6,000 shares worth $962K. The stake represents 0.05% of the portfolio and ranks #144 among its holdings.

393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Evanson Financial held 6,000 shares of AppFolio worth $962K as of Q2 2026.
  • AppFolio was a new Evanson Financial position in Q2 2026.
  • AppFolio made up 0.05% of Evanson Financial's portfolio in Q2 2026, its #144 holding.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.