MWM
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Mission Wealth Management’s AppFolio APPF Stock Holding History

Mission Wealth Management’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
Q1 		$2.49M Sell
15,807
-23,300
-60% -$4.41M 0.05% 189
2025
Q4 		$9.1M Sell
39,107
-10,094
-21% -$2.4M 0.18% 70
2025
Q3 		$13.6M Buy
49,201
+7,042
+17% +$1.9M 0.27% 57
2025
Q2 		$9.71M Sell
42,159
-11,280
-21% -$2.46M 0.21% 66
2025
Q1 		$11.8M Sell
53,439
-7,400
-12% -$1.7M 0.29% 55
2024
Q4 		$15M Sell
60,839
-850
-1% -$199K 0.35% 47
2024
Q3 		$14.5M Sell
61,689
-39,328
-39% -$9.2M 0.35% 41
2024
Q2 		$24.7M Buy
101,017
+58,152
+136% +$13.5M 0.65% 27
2024
Q1 		$10.6M Buy
42,865
+5,100
+14% +$1.1M 0.28% 52
2023
Q4 		$6.54M Sell
37,765
-9,000
-19% -$1.69M 0.21% 67
2023
Q3 		$8.54M Hold
46,765
– – 0.32% 46
2023
Q2 		$8.05M Buy
46,765
+23,951
+105% +$3.49M 0.3% 47
2023
Q1 		$2.84M Sell
22,814
-300
-1% -$36.2K 0.12% 98
2022
Q4 		$2.44M Sell
23,114
-10,472
-31% -$1.16M 0.12% 111
2022
Q3 		$3.52M Buy
33,586
+8,668
+35% +$884K 0.19% 75
2022
Q2 		$2.26M Hold
24,918
– – 0.12% 98
2022
Q1 		$2.82M Sell
24,918
-20
-0.1% -$2.3K 0.13% 91
2021
Q4 		$3.02M Sell
24,938
-365
-1% -$46.3K 0.14% 83
2021
Q3 		$3.05M Buy
25,303
+9,660
+62% +$1.26M 0.16% 78
2021
Q2 		$2.21M Buy
15,643
+107
+0.7% +$14.9K 0.12% 91
2021
Q1 		$2.2M Hold
15,536
– – 0.13% 83
2020
Q4 		$2.8M Buy
15,536
+3,690
+31% +$590K 0.18% 66
2020
Q3 		$1.68M Buy
+11,846
New +$1.82M 0.13% 83

Other funds holding APPF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mission Wealth Management's APPF Position: Q1 2026 in Review

Mission Wealth Management reduced its AppFolio (APPF) stake by 60% in Q1 2026, selling an estimated $4.41M and leaving 15,807 shares worth $2.49M. The position accounts for 0.05% of the portfolio, ranked #189.

Mission Wealth Management first reported a position in APPF in Q3 2020 and has held it in 23 quarters since. The position peaked at $24.7M in Q2 2024. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Mission Wealth Management held 15,807 shares of AppFolio worth $2.49M as of Q1 2026.
  • Mission Wealth Management sold 23,300 AppFolio shares in Q1 2026, an estimated $4.41M.
  • AppFolio made up 0.05% of Mission Wealth Management's portfolio in Q1 2026, its #189 holding.
  • Mission Wealth Management first reported a position in AppFolio in Q3 2020 and has held it in 23 quarters since.
  • Mission Wealth Management's AppFolio position peaked at $24.7M in Q2 2024.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.