Reyes Financial Architecture’s AppFolio APPF Stock Holding History

Reyes Financial Architecture’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	$47.6K	Buy	297 +46	+18%	+$7.34K	0.03%	180
2026 Q1	$39.6K	Sell	251 -34	-12%	-$6.44K	0.03%	195
2025 Q4	$66.3K	Sell	285 -103	-27%	-$24.5K	0.04%	157
2025 Q3	$107K	Sell	388 -30	-7%	-$8.1K	0.07%	115
2025 Q2	$96.3K	Buy	+418	New	+$91.1K	0.08%	132

Other funds holding APPF

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DKCM

Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Reyes Financial Architecture's APPF Position: Q2 2026 in Review

Reyes Financial Architecture increased its AppFolio (APPF) stake by 18% in Q2 2026, buying an estimated $7.34K and bringing the position to 297 shares worth $47.6K. The position accounts for 0.03% of the portfolio, ranked #180.

Reyes Financial Architecture first reported a position in APPF in Q2 2025 and has held it in 5 quarters since. The position peaked at $107K in Q3 2025. 53 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

Reyes Financial Architecture held 297 shares of AppFolio worth $47.6K as of Q2 2026.
Reyes Financial Architecture bought 46 AppFolio shares in Q2 2026, an estimated $7.34K.
AppFolio made up 0.03% of Reyes Financial Architecture's portfolio in Q2 2026, its #180 holding.
Reyes Financial Architecture first reported a position in AppFolio in Q2 2025 and has held it in 5 quarters since.
Reyes Financial Architecture's AppFolio position peaked at $107K in Q3 2025.
53 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Reyes Financial Architecture's 13F filing for Q2 2026, filed 17 Jul 2026.