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Sequoia Financial Advisors’s AppFolio APPF Stock Holding History

Sequoia Financial Advisors’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 		$257K Buy
+1,602
New +$256K ﹤0.01% 1789
2026
Q1 		– Sell
-1,358
Closed -$316K – 1934
2025
Q4 		$316K Buy
+1,358
New +$323K ﹤0.01% 1534

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

Sequoia Financial Advisors's APPF Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in AppFolio (APPF) in Q2 2026: 1,602 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #1789 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in APPF as recently as Q4 2025.

Sequoia Financial Advisors first reported a position in APPF in Q4 2025 and has held it in 2 quarters since. The position peaked at $316K in Q4 2025. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Sequoia Financial Advisors held 1,602 shares of AppFolio worth $257K as of Q2 2026.
  • AppFolio was a new Sequoia Financial Advisors position in Q2 2026.
  • AppFolio made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1789 holding.
  • Sequoia Financial Advisors first reported a position in AppFolio in Q4 2025 and has held it in 2 quarters since.
  • Sequoia Financial Advisors's AppFolio position peaked at $316K in Q4 2025.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.