Reyes Financial Architecture
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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
Q3 		$64.2K Buy
320
+23
+8% +$4.56K 0.04% 191
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return

Reyes Financial Architecture's APPF Position: Q3 2026 in Review

Reyes Financial Architecture increased its AppFolio (APPF) stake by 7.7% in Q3 2026, buying an estimated $4.56K and bringing the position to 320 shares worth $64.2K. The position accounts for 0.04% of the portfolio, ranked #191.

Reyes Financial Architecture first reported a position in APPF in Q2 2025 and has held it in 6 quarters since. The position peaked at $107K in Q3 2025. 240 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

  • Reyes Financial Architecture held 320 shares of AppFolio worth $64.2K as of Q3 2026.
  • Reyes Financial Architecture bought 23 AppFolio shares in Q3 2026, an estimated $4.56K.
  • AppFolio made up 0.04% of Reyes Financial Architecture's portfolio in Q3 2026, its #191 holding.
  • Reyes Financial Architecture first reported a position in AppFolio in Q2 2025 and has held it in 6 quarters since.
  • Reyes Financial Architecture's AppFolio position peaked at $107K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on Reyes Financial Architecture's 13F filing for Q3 2026, filed 22 Oct 2026.