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SHP Wealth Management’s AppFolio APPF Stock Holding History

SHP Wealth Management’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 		$1.74K Buy
11
+10
+1,000% +$1.9K ﹤0.01% 1319
2025
Q4 		$233 Buy
+1
New +$238 ﹤0.01% 1457

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
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 $3.37T AUM 44.26% 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

SHP Wealth Management's APPF Position: Q1 2026 in Review

SHP Wealth Management increased its AppFolio (APPF) stake by 1,000% in Q1 2026, buying an estimated $1.9K and bringing the position to 11 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

SHP Wealth Management first reported a position in APPF in Q4 2025 and has held it in 2 quarters since. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • SHP Wealth Management held 11 shares of AppFolio worth $1.74K as of Q1 2026.
  • SHP Wealth Management bought 10 AppFolio shares in Q1 2026, an estimated $1.9K.
  • AppFolio made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1319 holding.
  • SHP Wealth Management first reported a position in AppFolio in Q4 2025 and has held it in 2 quarters since.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.