Jones Financial Companies
APPF icon

Jones Financial Companies’s AppFolio APPF Stock Holding History

Jones Financial Companies’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 		$27.5M Buy
176,922
+143,917
+436% +$23M 0.01% 575
2026
Q1 		$5.14M Buy
33,005
+32,474
+6,116% +$6.15M ﹤0.01% 1063
2025
Q4 		$124K Buy
531
+77
+17% +$18.3K ﹤0.01% 2135
2025
Q3 		$126K Buy
454
+58
+15% +$15.7K ﹤0.01% 1984
2025
Q2 		$90K Buy
396
+54
+16% +$11.8K ﹤0.01% 1979
2025
Q1 		$75.7K Buy
342
+95
+38% +$21.8K ﹤0.01% 1892
2024
Q4 		$60.9K Buy
247
+93
+60% +$21.8K ﹤0.01% 1799
2024
Q3 		$36.1K Buy
154
+144
+1,440% +$33.7K ﹤0.01% 1760
2024
Q2 		$2.45K Buy
+10
New +$2.33K ﹤0.01% 2118

Other funds holding APPF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
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
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

Jones Financial Companies's APPF Position: Q2 2026 in Review

Jones Financial Companies increased its AppFolio (APPF) stake by 436% in Q2 2026, buying an estimated $23M and bringing the position to 176,922 shares worth $27.5M. The position accounts for 0.01% of the portfolio, ranked #575.

Jones Financial Companies first reported a position in APPF in Q2 2024 and has held it in 9 quarters since. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Jones Financial Companies held 176,922 shares of AppFolio worth $27.5M as of Q2 2026.
  • Jones Financial Companies bought 143,917 AppFolio shares in Q2 2026, an estimated $23M.
  • AppFolio made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #575 holding.
  • Jones Financial Companies first reported a position in AppFolio in Q2 2024 and has held it in 9 quarters since.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.