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LRI Investments’s AppFolio APPF Stock Holding History

LRI Investments’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 		$160 Buy
+1
New +$160 ﹤0.01% 1781

Other funds holding APPF

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

LRI Investments's APPF Position: Q2 2026 in Review

LRI Investments opened a new position in AppFolio (APPF) in Q2 2026: 1 share worth $160. The stake represents ﹤0.01% of the portfolio and ranks #1781 among its holdings.

110 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • LRI Investments held 1 share of AppFolio worth $160 as of Q2 2026.
  • AppFolio was a new LRI Investments position in Q2 2026.
  • AppFolio made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1781 holding.
  • 110 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.