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OneDigital Investment Advisors’s AppFolio APPF Stock Holding History

OneDigital Investment Advisors’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 		$200K Buy
+1,250
New +$200K ﹤0.01% 1516
2025
Q4 		– Sell
-742
Closed -$205K – 1509
2025
Q3 		$205K Buy
+742
New +$200K ﹤0.01% 1414

Other funds holding APPF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

OneDigital Investment Advisors's APPF Position: Q2 2026 in Review

OneDigital Investment Advisors opened a new position in AppFolio (APPF) in Q2 2026: 1,250 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #1516 among its holdings. This is a return to the name: OneDigital Investment Advisors previously reported a position in APPF as recently as Q3 2025.

OneDigital Investment Advisors first reported a position in APPF in Q3 2025 and has held it in 2 quarters since. The position peaked at $205K in Q3 2025. 243 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • OneDigital Investment Advisors held 1,250 shares of AppFolio worth $200K as of Q2 2026.
  • AppFolio was a new OneDigital Investment Advisors position in Q2 2026.
  • AppFolio made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1516 holding.
  • OneDigital Investment Advisors first reported a position in AppFolio in Q3 2025 and has held it in 2 quarters since.
  • OneDigital Investment Advisors's AppFolio position peaked at $205K in Q3 2025.
  • 243 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.