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Rothschild Investment LLC’s AppFolio APPF Stock Holding History

Rothschild Investment LLC’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 		$186K Buy
1,158
+208
+22% +$33.2K 0.01% 882
2026
Q1 		$150K Buy
950
+933
+5,488% +$177K 0.01% 761
2025
Q4 		$3.96K Buy
17
+11
+183% +$2.61K ﹤0.01% 2013
2025
Q3 		$1.65K Buy
+6
New +$1.62K ﹤0.01% 2342
2024
Q4 		– Sell
-1
Closed -$235 – 2957
2024
Q3 		$235 Sell
1
-3
-75% -$702 ﹤0.01% 2677
2024
Q2 		$978 Buy
4
+2
+100% +$466 ﹤0.01% 1674
2024
Q1 		$493 Buy
+2
New +$431 ﹤0.01% 1364

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

Rothschild Investment LLC's APPF Position: Q2 2026 in Review

Rothschild Investment LLC increased its AppFolio (APPF) stake by 22% in Q2 2026, buying an estimated $33.2K and bringing the position to 1,158 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #882.

Rothschild Investment LLC first reported a position in APPF in Q1 2024 and has held it in 7 quarters since. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Rothschild Investment LLC held 1,158 shares of AppFolio worth $186K as of Q2 2026.
  • Rothschild Investment LLC bought 208 AppFolio shares in Q2 2026, an estimated $33.2K.
  • AppFolio made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #882 holding.
  • Rothschild Investment LLC first reported a position in AppFolio in Q1 2024 and has held it in 7 quarters since.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.