Root Financial Partners
APPF icon

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
Q3 		$13.8K Buy
+69
New +$13.7K ﹤0.01% 1748
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

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BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Root Financial Partners's APPF Position: Q3 2026 in Review

Root Financial Partners opened a new position in AppFolio (APPF) in Q3 2026: 69 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #1748 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in APPF as recently as Q1 2026.

Root Financial Partners first reported a position in APPF in Q3 2025 and has held it in 4 quarters since. The position peaked at $31.4K in Q3 2025. 342 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

  • Root Financial Partners held 69 shares of AppFolio worth $13.8K as of Q3 2026.
  • AppFolio was a new Root Financial Partners position in Q3 2026.
  • AppFolio made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1748 holding.
  • Root Financial Partners first reported a position in AppFolio in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's AppFolio position peaked at $31.4K in Q3 2025.
  • 342 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.