FFA
APPF icon

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Assenagon Asset Management
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
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
Handelsbanken Fonder
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
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. 52 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.
  • 52 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.