IFP Advisors’s AppFolio APPF Stock Holding History

IFP 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	$100K	Hold	625	–	–	﹤0.01%	1980
2026 Q1	$98.6K	Sell	625 -17	-3%	-$3.22K	﹤0.01%	1849
2025 Q4	$149K	Buy	642 +14	+2%	+$3.33K	﹤0.01%	1539
2025 Q3	$173K	Buy	628 +158	+34%	+$42.7K	﹤0.01%	1358
2025 Q2	$181K	Sell	470 -172	-27%	-$37.5K	0.01%	1319
2025 Q1	$141K	Buy	642 +623	+3,279%	+$143K	﹤0.01%	1338
2024 Q4	$4.69K	Buy	+19	New	+$4.45K	﹤0.01%	2818
2024 Q3	–	Sell	-100	Closed	-$24.5K	–	3311
2024 Q2	$24.5K	Hold	100	–	–	﹤0.01%	1990
2024 Q1	$24.7K	Buy	+100	New	+$21.6K	﹤0.01%	1878
2019 Q1	–	Sell	-40	Closed	-$2K	–	2399
2018 Q4	$2K	Hold	40	–	–	﹤0.01%	3120
2018 Q3	$3K	Hold	40	–	–	﹤0.01%	3381
2018 Q2	$2K	Buy	+40	New	+$2.18K	﹤0.01%	3559

Other funds holding APPF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

NCM

Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return

IFP Advisors's APPF Position: Q2 2026 in Review

IFP Advisors held its AppFolio (APPF) position steady in Q2 2026 at 625 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

IFP Advisors first reported a position in APPF in Q2 2018 and has held it in 12 quarters since. The position peaked at $181K in Q2 2025. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

IFP Advisors held 625 shares of AppFolio worth $100K as of Q2 2026.
IFP Advisors left its AppFolio share count unchanged in Q2 2026.
AppFolio made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1980 holding.
IFP Advisors first reported a position in AppFolio in Q2 2018 and has held it in 12 quarters since.
IFP Advisors's AppFolio position peaked at $181K in Q2 2025.
393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.