Raymond James Financial
APPF icon

Raymond James Financial’s AppFolio APPF Stock Holding History

Raymond James Financial’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 		$16.4M Buy
105,014
+7,095
+7% +$1.34M 0.01% 1617
2025
Q4 		$23M Buy
97,919
+3,835
+4% +$911K 0.01% 1342
2025
Q3 		$25.9M Sell
94,084
-71
-0.1% -$19.2K 0.01% 1242
2025
Q2 		$21.7M Buy
94,155
+2,440
+3% +$532K 0.01% 1316
2025
Q1 		$20.2M Sell
91,715
-30,670
-25% -$7.04M 0.01% 1305
2024
Q4 		$30.2M Buy
+122,385
New +$28.7M 0.01% 1030

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
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 $3.37T AUM 44.26% 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

Raymond James Financial's APPF Position: Q1 2026 in Review

Raymond James Financial increased its AppFolio (APPF) stake by 7.2% in Q1 2026, buying an estimated $1.34M and bringing the position to 105,014 shares worth $16.4M. The position accounts for 0.01% of the portfolio, ranked #1617.

Raymond James Financial first reported a position in APPF in Q4 2024 and has held it in 6 quarters since. The position peaked at $30.2M in Q4 2024. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Raymond James Financial held 105,014 shares of AppFolio worth $16.4M as of Q1 2026.
  • Raymond James Financial bought 7,095 AppFolio shares in Q1 2026, an estimated $1.34M.
  • AppFolio made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1617 holding.
  • Raymond James Financial first reported a position in AppFolio in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's AppFolio position peaked at $30.2M in Q4 2024.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.