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JPL Wealth Management’s AppFolio APPF Stock Holding History

JPL Wealth Management’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 		$3.47K Buy
+22
New +$4.17K ﹤0.01% 788
2025
Q4 		– Sell
-22
Closed -$6.07K – 176
2025
Q3 		$6.07K Buy
+22
New +$5.94K ﹤0.01% 632

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

JPL Wealth Management's APPF Position: Q1 2026 in Review

JPL Wealth Management opened a new position in AppFolio (APPF) in Q1 2026: 22 shares worth $3.47K. The stake represents ﹤0.01% of the portfolio and ranks #788 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in APPF as recently as Q3 2025.

JPL Wealth Management first reported a position in APPF in Q3 2025 and has held it in 2 quarters since. The position peaked at $6.07K in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • JPL Wealth Management held 22 shares of AppFolio worth $3.47K as of Q1 2026.
  • AppFolio was a new JPL Wealth Management position in Q1 2026.
  • AppFolio made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #788 holding.
  • JPL Wealth Management first reported a position in AppFolio in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's AppFolio position peaked at $6.07K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.