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APPF icon

GAMMA Investing’s AppFolio APPF Stock Holding History

GAMMA Investing’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 		$239K Buy
1,194
+360
+43% +$71.4K 0.01% 1201
2026
Q2 		$134K Buy
834
+356
+74% +$56.8K 0.01% 1590
2026
Q1 		$75.4K Sell
478
-95
-17% -$18K ﹤0.01% 1868
2025
Q4 		$133K Buy
573
+99
+21% +$23.5K 0.01% 1361
2025
Q3 		$131K Buy
474
+145
+44% +$39.2K 0.01% 1281
2025
Q2 		$75.8K Sell
329
-24
-7% -$5.23K ﹤0.01% 1633
2025
Q1 		$77.6K Buy
353
+185
+110% +$42.4K 0.01% 1461
2024
Q4 		$41.4K Buy
168
+11
+7% +$2.58K ﹤0.01% 1804
2024
Q3 		$37K Buy
157
+26
+20% +$6.08K ﹤0.01% 1707
2024
Q2 		$32K Buy
131
+112
+589% +$26.1K ﹤0.01% 1526
2024
Q1 		$4.69K Buy
19
+5
+36% +$1.08K ﹤0.01% 2434
2023
Q4 		$3.07K Buy
+14
New +$2.62K ﹤0.01% 2427

Other funds holding APPF

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

GAMMA Investing's APPF Position: Q3 2026 in Review

GAMMA Investing increased its AppFolio (APPF) stake by 43% in Q3 2026, buying an estimated $71.4K and bringing the position to 1,194 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #1201.

GAMMA Investing first reported a position in APPF in Q4 2023 and has held it in 12 quarters since. 11 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

  • GAMMA Investing held 1,194 shares of AppFolio worth $239K as of Q3 2026.
  • GAMMA Investing bought 360 AppFolio shares in Q3 2026, an estimated $71.4K.
  • AppFolio made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1201 holding.
  • GAMMA Investing first reported a position in AppFolio in Q4 2023 and has held it in 12 quarters since.
  • 11 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.