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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
Q2 		$3.53K Hold
22
– – ﹤0.01% 875
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 $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

JPL Wealth Management's APPF Position: Q2 2026 in Review

JPL Wealth Management held its AppFolio (APPF) position steady in Q2 2026 at 22 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

JPL Wealth Management first reported a position in APPF in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.07K in Q3 2025. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • JPL Wealth Management held 22 shares of AppFolio worth $3.53K as of Q2 2026.
  • JPL Wealth Management left its AppFolio share count unchanged in Q2 2026.
  • AppFolio made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #875 holding.
  • JPL Wealth Management first reported a position in AppFolio in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's AppFolio position peaked at $6.07K in Q3 2025.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.