Farther Finance Advisors’s AppFolio APPF Stock Holding History

Farther Finance 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 Q2	$50.1K	Sell	313 -63	-17%	-$10.1K	﹤0.01%	3246
2026 Q1	$58K	Sell	376 -141	-27%	-$26.7K	﹤0.01%	2889
2025 Q4	$120K	Buy	517 +333	+181%	+$79.1K	﹤0.01%	2220
2025 Q3	$50.7K	Buy	184 +176	+2,200%	+$47.5K	﹤0.01%	2434
2025 Q2	$1.84K	Sell	8 -2	-20%	-$436	﹤0.01%	3726
2025 Q1	$2.22K	Buy	10 +9	+900%	+$2.06K	﹤0.01%	3347
2024 Q4	$247	Sell	1 -86	-99%	-$20.1K	﹤0.01%	3607
2024 Q3	$20.5K	Buy	+87	New	+$20.4K	﹤0.01%	2064

Other funds holding APPF

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DKCM

Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Farther Finance Advisors's APPF Position: Q2 2026 in Review

Farther Finance Advisors reduced its AppFolio (APPF) stake by 17% in Q2 2026, selling an estimated $10.1K and leaving 313 shares worth $50.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3246.

Farther Finance Advisors first reported a position in APPF in Q3 2024 and has held it in 8 quarters since. The position peaked at $120K in Q4 2025. 53 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

Farther Finance Advisors held 313 shares of AppFolio worth $50.1K as of Q2 2026.
Farther Finance Advisors sold 63 AppFolio shares in Q2 2026, an estimated $10.1K.
AppFolio made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3246 holding.
Farther Finance Advisors first reported a position in AppFolio in Q3 2024 and has held it in 8 quarters since.
Farther Finance Advisors's AppFolio position peaked at $120K in Q4 2025.
53 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.