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
Q1 		$300K Buy
+1,900
New +$360K ﹤0.01% 5186

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

LPL Financial's APPF Position: Q1 2026 in Review

LPL Financial increased its AppFolio (APPF) stake by 3.3% in Q1 2026, buying an estimated $276K and bringing the position to 46,048 shares worth $7.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2288.

LPL Financial first reported a position in APPF in Q1 2019 and has held it in 25 quarters since. The position peaked at $10.4M in Q4 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • LPL Financial held 46,048 shares of AppFolio worth $7.27M as of Q1 2026.
  • LPL Financial bought 1,454 AppFolio shares in Q1 2026, an estimated $276K.
  • AppFolio made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2288 holding.
  • LPL Financial first reported a position in AppFolio in Q1 2019 and has held it in 25 quarters since.
  • LPL Financial's AppFolio position peaked at $10.4M in Q4 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.