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Principia Wealth Advisory’s AppFolio APPF Stock Holding History

Principia Wealth Advisory’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 		$1.28K Buy
8
+7
+700% +$1.12K ﹤0.01% 709
2026
Q1 		$158 Buy
+1
New +$189 ﹤0.01% 980

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return

Principia Wealth Advisory's APPF Position: Q2 2026 in Review

Principia Wealth Advisory increased its AppFolio (APPF) stake by 700% in Q2 2026, buying an estimated $1.12K and bringing the position to 8 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Principia Wealth Advisory first reported a position in APPF in Q1 2026 and has held it in 2 quarters since. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Principia Wealth Advisory held 8 shares of AppFolio worth $1.28K as of Q2 2026.
  • Principia Wealth Advisory bought 7 AppFolio shares in Q2 2026, an estimated $1.12K.
  • AppFolio made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #709 holding.
  • Principia Wealth Advisory first reported a position in AppFolio in Q1 2026 and has held it in 2 quarters since.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.