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
Q3 		$54.7K Sell
273
-40
-13% -$7.94K ﹤0.01% 3335
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 $4.37B AUM 52.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Farther Finance Advisors's APPF Position: Q3 2026 in Review

Farther Finance Advisors reduced its AppFolio (APPF) stake by 13% in Q3 2026, selling an estimated $7.94K and leaving 273 shares worth $54.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3335.

Farther Finance Advisors first reported a position in APPF in Q3 2024 and has held it in 9 quarters since. The position peaked at $120K in Q4 2025. 11 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

  • Farther Finance Advisors held 273 shares of AppFolio worth $54.7K as of Q3 2026.
  • Farther Finance Advisors sold 40 AppFolio shares in Q3 2026, an estimated $7.94K.
  • AppFolio made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3335 holding.
  • Farther Finance Advisors first reported a position in AppFolio in Q3 2024 and has held it in 9 quarters since.
  • Farther Finance Advisors's AppFolio position peaked at $120K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.