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Root Financial Partners’s AppFolio APPF Stock Holding History

Root Financial Partners’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 		$4.89K Sell
31
-86
-74% -$16.3K ﹤0.01% 1968
2025
Q4 		$27.2K Buy
117
+3
+3% +$713 ﹤0.01% 1007
2025
Q3 		$31.4K Buy
+114
New +$30.8K ﹤0.01% 868

Other funds holding APPF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $2.9T AUM 29.55% 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

Root Financial Partners's APPF Position: Q1 2026 in Review

Root Financial Partners reduced its AppFolio (APPF) stake by 74% in Q1 2026, selling an estimated $16.3K and leaving 31 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1968.

Root Financial Partners first reported a position in APPF in Q3 2025 and has held it in 3 quarters since. The position peaked at $31.4K in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Root Financial Partners held 31 shares of AppFolio worth $4.89K as of Q1 2026.
  • Root Financial Partners sold 86 AppFolio shares in Q1 2026, an estimated $16.3K.
  • AppFolio made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1968 holding.
  • Root Financial Partners first reported a position in AppFolio in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's AppFolio position peaked at $31.4K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.