Global Retirement Partners’s AppFolio APPF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.66K Buy
+54
New +$8.62K ﹤0.01% 3458
2025
Q4
$14.4K Buy
62
+13
+27% +$3.09K ﹤0.01% 3016
2025
Q3
$13.5K Sell
49
-2
-4% -$540 ﹤0.01% 2570
2025
Q2
$11.7K Buy
+51
New +$11.1K ﹤0.01% 2535
2024
Q4
$11.8K Sell
48
-12
-20% -$2.81K ﹤0.01% 2332
2024
Q3
$14.1K Sell
60
-29
-33% -$6.79K ﹤0.01% 2154
2024
Q2
$21.8K Buy
89
+29
+48% +$6.76K ﹤0.01% 1941
2024
Q1
$14.8K Hold
60
– – ﹤0.01% 1944
2023
Q4
$10.5K Buy
60
+11
+22% +$2.06K ﹤0.01% 2055
2023
Q3
$9.13K Hold
49
– – ﹤0.01% 1987
2023
Q2
$8.44K Sell
49
-17
-26% -$2.48K ﹤0.01% 2025
2023
Q1
$9.02K Buy
66
+5
+8% +$603 ﹤0.01% 1957
2022
Q4
$6.43K Buy
+61
New +$6.79K ﹤0.01% 1936

Other funds holding APPF

Global Retirement Partners's APPF Position: Q2 2026 in Review

Global Retirement Partners opened a new position in AppFolio (APPF) in Q2 2026: 54 shares worth $8.66K. The stake represents ﹤0.01% of the portfolio and ranks #3458 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in APPF as recently as Q4 2025.

Global Retirement Partners first reported a position in APPF in Q4 2022 and has held it in 13 quarters since. The position peaked at $21.8K in Q2 2024. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Global Retirement Partners held 54 shares of AppFolio worth $8.66K as of Q2 2026.
  • AppFolio was a new Global Retirement Partners position in Q2 2026.
  • AppFolio made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3458 holding.
  • Global Retirement Partners first reported a position in AppFolio in Q4 2022 and has held it in 13 quarters since.
  • Global Retirement Partners's AppFolio position peaked at $21.8K in Q2 2024.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.