Mission Wealth Management
APPF icon

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
Q3 		$8.44M Buy
42,113
+28,046
+199% +$5.56M 0.13% 105
2026
Q2 		$2.26M Sell
14,067
-1,740
-11% -$278K 0.03% 285
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 		$9.7M 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

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
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
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Mission Wealth Management's APPF Position: Q3 2026 in Review

Mission Wealth Management increased its AppFolio (APPF) stake by 199% in Q3 2026, buying an estimated $5.56M and bringing the position to 42,113 shares worth $8.44M. The position accounts for 0.13% of the portfolio, ranked #105.

Mission Wealth Management first reported a position in APPF in Q3 2020 and has held it in 25 quarters since. The position peaked at $24.7M in Q2 2024. 74 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

  • Mission Wealth Management held 42,113 shares of AppFolio worth $8.44M as of Q3 2026.
  • Mission Wealth Management bought 28,046 AppFolio shares in Q3 2026, an estimated $5.56M.
  • AppFolio made up 0.13% of Mission Wealth Management's portfolio in Q3 2026, its #105 holding.
  • Mission Wealth Management first reported a position in AppFolio in Q3 2020 and has held it in 25 quarters since.
  • Mission Wealth Management's AppFolio position peaked at $24.7M in Q2 2024.
  • 74 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.