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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
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

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

LVZ Inc's APPF Position: Q2 2026 in Review

LVZ Inc increased its AppFolio (APPF) stake by 76% in Q2 2026, buying an estimated $426K and bringing the position to 6,193 shares worth $993K. The position accounts for 0.1% of the portfolio, ranked #69.

LVZ Inc first reported a position in APPF in Q1 2024 and has held it in 10 quarters since. 85 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • LVZ Inc held 6,193 shares of AppFolio worth $993K as of Q2 2026.
  • LVZ Inc bought 2,670 AppFolio shares in Q2 2026, an estimated $426K.
  • AppFolio made up 0.1% of LVZ Inc's portfolio in Q2 2026, its #69 holding.
  • LVZ Inc first reported a position in AppFolio in Q1 2024 and has held it in 10 quarters since.
  • 85 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.