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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
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 $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

Larson Financial Group's APPF Position: Q1 2026 in Review

Larson Financial Group increased its AppFolio (APPF) stake by 2,000% in Q1 2026, buying an estimated $7.58K and bringing the position to 42 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2467.

Larson Financial Group first reported a position in APPF in Q4 2024 and has held it in 6 quarters since. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Larson Financial Group held 42 shares of AppFolio worth $6.63K as of Q1 2026.
  • Larson Financial Group bought 40 AppFolio shares in Q1 2026, an estimated $7.58K.
  • AppFolio made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2467 holding.
  • Larson Financial Group first reported a position in AppFolio in Q4 2024 and has held it in 6 quarters since.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.