Janney Montgomery Scott
APPF icon

Janney Montgomery Scott’s AppFolio APPF Stock Holding History

Janney Montgomery Scott’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
Q1 		$233K Buy
1,479
+46
+3% +$8.72K ﹤0.01% 2551
2025
Q4 		$333K Sell
1,433
-19
-1% -$4.51K ﹤0.01% 2481
2025
Q3 		$400K Buy
1,452
+318
+28% +$85.9K ﹤0.01% 2299
2025
Q2 		$261K Sell
1,134
-255
-18% -$55.6K ﹤0.01% 2420
2025
Q1 		$305K Buy
+1,389
New +$319K ﹤0.01% 2295
2024
Q2 		– Sell
-3,401
Closed -$839K – 2607
2024
Q1 		$839K Buy
+3,401
New +$733K ﹤0.01% 1624

Other funds holding APPF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janney Montgomery Scott's APPF Position: Q1 2026 in Review

Janney Montgomery Scott increased its AppFolio (APPF) stake by 3.2% in Q1 2026, buying an estimated $8.72K and bringing the position to 1,479 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #2551.

Janney Montgomery Scott first reported a position in APPF in Q1 2024 and has held it in 6 quarters since. The position peaked at $839K in Q1 2024. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Janney Montgomery Scott held 1,479 shares of AppFolio worth $233K as of Q1 2026.
  • Janney Montgomery Scott bought 46 AppFolio shares in Q1 2026, an estimated $8.72K.
  • AppFolio made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2551 holding.
  • Janney Montgomery Scott first reported a position in AppFolio in Q1 2024 and has held it in 6 quarters since.
  • Janney Montgomery Scott's AppFolio position peaked at $839K in Q1 2024.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.