RFP
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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
Q2 		– Sell
-31
Closed -$4.89K – 576
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 $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

Root Financial Partners's APPF Position: Q2 2026 in Review

Root Financial Partners sold out of AppFolio (APPF) in Q2 2026, closing a stake of 31 shares — an estimated $4.89K sold.

Root Financial Partners first reported a position in APPF in Q3 2025 and held it in 3 quarters. The position peaked at $31.4K in Q3 2025. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Root Financial Partners reported no remaining AppFolio position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 31 AppFolio shares in Q2 2026, an estimated $4.89K.
  • Root Financial Partners first reported a position in AppFolio in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's AppFolio position peaked at $31.4K in Q3 2025.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.