MassMutual Private Wealth & Trust
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MassMutual Private Wealth & Trust’s AppFolio APPF Stock Holding History

MassMutual Private Wealth & Trust’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 		$25.1K Buy
125
+2
+2% +$397 ﹤0.01% 987
2026
Q2 		$19.7K Buy
123
+18
+17% +$2.87K ﹤0.01% 1121
2026
Q1 		$16.6K Buy
105
+76
+262% +$14.4K ﹤0.01% 1159
2025
Q4 		$6.75K Buy
29
+7
+32% +$1.66K ﹤0.01% 1554
2025
Q3 		$6.06K Buy
22
+1
+5% +$270 ﹤0.01% 1596
2025
Q2 		$4.84K Sell
21
-35
-63% -$7.63K ﹤0.01% 1648
2025
Q1 		$12.3K Buy
56
+26
+87% +$5.96K ﹤0.01% 1226
2024
Q4 		$7.4K Buy
30
+1
+3% +$234 ﹤0.01% 1380
2024
Q3 		$6.83K Buy
29
+5
+21% +$1.17K ﹤0.01% 1262
2024
Q2 		$5.87K Buy
24
+19
+380% +$4.43K ﹤0.01% 1262
2024
Q1 		$1.23K Hold
5
– – ﹤0.01% 1660
2023
Q4 		$866 Hold
5
– – ﹤0.01% 1706
2023
Q3 		$913 Hold
5
– – ﹤0.01% 1715
2023
Q2 		$861 Hold
5
– – ﹤0.01% 1688
2023
Q1 		$622 Hold
5
– – ﹤0.01% 1638
2022
Q4 		$1K Buy
+5
New +$556 ﹤0.01% 1396
2022
Q2 		– Sell
-65
Closed -$7K – 1502
2022
Q1 		$7K Hold
65
– – ﹤0.01% 816
2021
Q4 		$8K Hold
65
– – ﹤0.01% 763
2021
Q3 		$8K Sell
65
-3
-4% -$390 ﹤0.01% 740
2021
Q2 		$10K Hold
68
– – ﹤0.01% 671
2021
Q1 		$10K Hold
68
– – ﹤0.01% 598
2020
Q4 		$12K Sell
68
-27
-28% -$4.32K ﹤0.01% 575
2020
Q3 		$13K Sell
95
-11
-10% -$1.69K ﹤0.01% 547
2020
Q2 		$17K Hold
106
– – ﹤0.01% 485
2020
Q1 		$12K Hold
106
– – ﹤0.01% 498
2019
Q4 		$12K Hold
106
– – ﹤0.01% 589
2019
Q3 		$10K Hold
106
– – ﹤0.01% 586
2019
Q2 		$11K Buy
106
+31
+41% +$2.93K ﹤0.01% 559
2019
Q1 		$5.96K Hold
75
– – ﹤0.01% 664
2018
Q4 		$4.44K Buy
+75
New +$4.55K ﹤0.01% 684

Other funds holding APPF

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
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
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Granite Investment Partners
Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
TenCore Partners
TenCore Partners New York $126M AUM 6.32% 1-Year Est. Return

MassMutual Private Wealth & Trust's APPF Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its AppFolio (APPF) stake by 1.6% in Q3 2026, buying an estimated $397 and bringing the position to 125 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

MassMutual Private Wealth & Trust first reported a position in APPF in Q4 2018 and has held it in 30 quarters since. 167 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

  • MassMutual Private Wealth & Trust held 125 shares of AppFolio worth $25.1K as of Q3 2026.
  • MassMutual Private Wealth & Trust bought 2 AppFolio shares in Q3 2026, an estimated $397.
  • AppFolio made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #987 holding.
  • MassMutual Private Wealth & Trust first reported a position in AppFolio in Q4 2018 and has held it in 30 quarters since.
  • 167 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.