LPL Financial
APPF icon

LPL Financial’s AppFolio APPF Stock Holding History

LPL Financial’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 		$1.78M Sell
11,117
-34,931
-76% -$5.58M ﹤0.01% 3877
2026
Q1 		$7.27M Buy
46,048
+1,454
+3% +$276K ﹤0.01% 2288
2025
Q4 		$10.4M Buy
44,594
+32,875
+281% +$7.81M ﹤0.01% 1895
2025
Q3 		$3.23M Buy
11,719
+57
+0.5% +$15.4K ﹤0.01% 2869
2025
Q2 		$2.69M Buy
11,662
+1,383
+13% +$301K ﹤0.01% 2850
2025
Q1 		$2.23M Buy
10,279
+5,832
+131% +$1.34M ﹤0.01% 2856
2024
Q4 		$1.1M Sell
4,447
-3,265
-42% -$764K ﹤0.01% 3418
2024
Q3 		$1.82M Buy
7,712
+944
+14% +$221K ﹤0.01% 2823
2024
Q2 		$1.66M Sell
6,768
-632
-9% -$147K ﹤0.01% 2778
2024
Q1 		$1.83M Sell
7,400
-488
-6% -$105K ﹤0.01% 2611
2023
Q4 		$1.37M Buy
7,888
+565
+8% +$106K ﹤0.01% 2772
2023
Q3 		$1.34M Buy
7,323
+654
+10% +$119K ﹤0.01% 2649
2023
Q2 		$1.15M Buy
6,669
+399
+6% +$58.1K ﹤0.01% 2732
2023
Q1 		$780K Buy
6,270
+1,442
+30% +$174K ﹤0.01% 2957
2022
Q4 		$509K Buy
+4,828
New +$537K ﹤0.01% 3229
2021
Q4 		– Sell
-2,007
Closed -$242K – 4345
2021
Q3 		$242K Sell
2,007
-4,373
-69% -$568K ﹤0.01% 3814
2021
Q2 		$901K Sell
6,380
-35
-0.5% -$4.86K ﹤0.01% 2659
2021
Q1 		$907K Buy
6,415
+31
+0.5% +$4.81K ﹤0.01% 2474
2020
Q4 		$1.15M Sell
6,384
-205
-3% -$32.8K ﹤0.01% 2073
2020
Q3 		$934K Buy
6,589
+3,752
+132% +$578K ﹤0.01% 2002
2020
Q2 		$462K Sell
2,837
-208
-7% -$27.2K ﹤0.01% 2464
2020
Q1 		$338K Sell
3,045
-111
-4% -$13.2K ﹤0.01% 2396
2019
Q4 		$347K Buy
3,156
+417
+15% +$42.5K ﹤0.01% 2664
2019
Q3 		$261K Buy
2,739
+700
+34% +$69.6K ﹤0.01% 2790
2019
Q2 		$209K Sell
2,039
-969
-32% -$91.6K ﹤0.01% 2997
2019
Q1 		$239K Buy
+3,008
New +$201K ﹤0.01% 2818

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

LPL Financial's APPF Position: Q2 2026 in Review

LPL Financial reduced its AppFolio (APPF) stake by 76% in Q2 2026, selling an estimated $5.58M and leaving 11,117 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #3877.

LPL Financial first reported a position in APPF in Q1 2019 and has held it in 26 quarters since. The position peaked at $10.4M in Q4 2025. 178 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • LPL Financial held 11,117 shares of AppFolio worth $1.78M as of Q2 2026.
  • LPL Financial sold 34,931 AppFolio shares in Q2 2026, an estimated $5.58M.
  • AppFolio made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3877 holding.
  • LPL Financial first reported a position in AppFolio in Q1 2019 and has held it in 26 quarters since.
  • LPL Financial's AppFolio position peaked at $10.4M in Q4 2025.
  • 178 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.