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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
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 		$6.07K 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

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

MassMutual Private Wealth & Trust's APPF Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its AppFolio (APPF) stake by 17% in Q2 2026, buying an estimated $2.87K and bringing the position to 123 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

MassMutual Private Wealth & Trust first reported a position in APPF in Q4 2018 and has held it in 29 quarters since. 110 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • MassMutual Private Wealth & Trust held 123 shares of AppFolio worth $19.7K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 18 AppFolio shares in Q2 2026, an estimated $2.87K.
  • AppFolio made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1121 holding.
  • MassMutual Private Wealth & Trust first reported a position in AppFolio in Q4 2018 and has held it in 29 quarters since.
  • 110 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.