LVZ Inc
APPF icon

LVZ Inc’s AppFolio APPF Stock Holding History

LVZ Inc’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
Q3 		$1.32M Buy
6,573
+380
+6% +$75.4K 0.14% 54
2026
Q2 		$993K Buy
6,193
+2,670
+76% +$426K 0.1% 69
2026
Q1 		$556K Buy
3,523
+210
+6% +$39.8K 0.06% 88
2025
Q4 		$771K Buy
3,313
+442
+15% +$105K 0.09% 74
2025
Q3 		$791K Buy
2,871
+429
+18% +$116K 0.09% 68
2025
Q2 		$562K Buy
2,442
+5
+0.2% +$1.09K 0.07% 78
2025
Q1 		$536K Buy
2,437
+185
+8% +$42.4K 0.07% 78
2024
Q4 		$556K Buy
2,252
+383
+20% +$89.7K 0.07% 71
2024
Q3 		$440K Buy
1,869
+66
+4% +$15.4K 0.06% 80
2024
Q2 		$441K Buy
1,803
+1
+0.1% +$233 0.06% 76
2024
Q1 		$445K Buy
+1,802
New +$389K 0.06% 77

Other funds holding APPF

Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Davidson Kahn Capital Management
Davidson Kahn Capital Management Sherman Oaks, California $253M AUM 9.56% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

LVZ Inc's APPF Position: Q3 2026 in Review

LVZ Inc increased its AppFolio (APPF) stake by 6.1% in Q3 2026, buying an estimated $75.4K and bringing the position to 6,573 shares worth $1.32M. The position accounts for 0.14% of the portfolio, ranked #54.

LVZ Inc first reported a position in APPF in Q1 2024 and has held it in 11 quarters since. 102 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

  • LVZ Inc held 6,573 shares of AppFolio worth $1.32M as of Q3 2026.
  • LVZ Inc bought 380 AppFolio shares in Q3 2026, an estimated $75.4K.
  • AppFolio made up 0.14% of LVZ Inc's portfolio in Q3 2026, its #54 holding.
  • LVZ Inc first reported a position in AppFolio in Q1 2024 and has held it in 11 quarters since.
  • 102 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.