EWA
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EverSource Wealth Advisors’s AppFolio APPF Stock Holding History

EverSource Wealth Advisors’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 		$15.9K Sell
101
-10
-9% -$1.9K ﹤0.01% 2645
2025
Q4 		$25.8K Buy
111
+56
+102% +$13.3K ﹤0.01% 2213
2025
Q3 		$15.2K Buy
55
+22
+67% +$5.94K ﹤0.01% 2558
2025
Q2 		$7.6K Sell
33
-45
-58% -$9.81K ﹤0.01% 2975
2025
Q1 		$17.2K Sell
78
-144
-65% -$33K ﹤0.01% 1776
2024
Q4 		$54.8K Buy
222
+208
+1,486% +$48.7K ﹤0.01% 1151
2024
Q3 		$3.3K Sell
14
-4
-22% -$936 ﹤0.01% 2385
2024
Q2 		$3.99K Buy
18
+13
+260% +$3.03K ﹤0.01% 2296
2024
Q1 		$1.13K Buy
+5
New +$1.08K ﹤0.01% 2544

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

EverSource Wealth Advisors's APPF Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its AppFolio (APPF) stake by 9% in Q1 2026, selling an estimated $1.9K and leaving 101 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2645.

EverSource Wealth Advisors first reported a position in APPF in Q1 2024 and has held it in 9 quarters since. The position peaked at $54.8K in Q4 2024. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • EverSource Wealth Advisors held 101 shares of AppFolio worth $15.9K as of Q1 2026.
  • EverSource Wealth Advisors sold 10 AppFolio shares in Q1 2026, an estimated $1.9K.
  • AppFolio made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2645 holding.
  • EverSource Wealth Advisors first reported a position in AppFolio in Q1 2024 and has held it in 9 quarters since.
  • EverSource Wealth Advisors's AppFolio position peaked at $54.8K in Q4 2024.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.