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Larson Financial Group’s AppFolio APPF Stock Holding History

Larson Financial Group’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 		– Sell
-42
Closed -$6.63K – 3781
2026
Q1 		$6.63K Buy
42
+40
+2,000% +$7.58K ﹤0.01% 2467
2025
Q4 		$465 Sell
2
-5
-71% -$1.19K ﹤0.01% 3141
2025
Q3 		$1.93K Buy
7
+5
+250% +$1.35K ﹤0.01% 2725
2025
Q2 		$461 Sell
2
-4
-67% -$872 ﹤0.01% 2880
2025
Q1 		$1.32K Buy
6
+3
+100% +$688 ﹤0.01% 2304
2024
Q4 		$740 Buy
+3
New +$702 ﹤0.01% 2109

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

Larson Financial Group's APPF Position: Q2 2026 in Review

Larson Financial Group sold out of AppFolio (APPF) in Q2 2026, closing a stake of 42 shares — an estimated $6.63K sold.

Larson Financial Group first reported a position in APPF in Q4 2024 and held it in 6 quarters. The position peaked at $6.63K in Q1 2026. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Larson Financial Group reported no remaining AppFolio position as of Q2 2026 after selling out during the quarter.
  • Larson Financial Group sold 42 AppFolio shares in Q2 2026, an estimated $6.63K.
  • Larson Financial Group first reported a position in AppFolio in Q4 2024 and held it in 6 quarters.
  • Larson Financial Group's AppFolio position peaked at $6.63K in Q1 2026.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

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