TPCW
APPF icon

TD Private Client Wealth’s AppFolio APPF Stock Holding History

TD Private Client Wealth’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 		$7.1K Sell
45
-143
-76% -$27.1K ﹤0.01% 1142
2025
Q4 		$43.7K Buy
188
+55
+41% +$13.1K ﹤0.01% 904
2025
Q3 		$36.7K Buy
133
+127
+2,117% +$34.3K ﹤0.01% 903
2025
Q2 		$1.38K Buy
+6
New +$1.31K ﹤0.01% 1262
2024
Q4 		– Sell
-5
Closed -$1.18K – 1317
2024
Q3 		$1.18K Hold
5
– – ﹤0.01% 1224
2024
Q2 		$1.22K Hold
5
– – ﹤0.01% 1160
2024
Q1 		$1.23K Buy
+5
New +$1.08K ﹤0.01% 1162

Other funds holding APPF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $2.9T AUM 29.55% 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

TD Private Client Wealth's APPF Position: Q1 2026 in Review

TD Private Client Wealth reduced its AppFolio (APPF) stake by 76% in Q1 2026, selling an estimated $27.1K and leaving 45 shares worth $7.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

TD Private Client Wealth first reported a position in APPF in Q1 2024 and has held it in 7 quarters since. The position peaked at $43.7K in Q4 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • TD Private Client Wealth held 45 shares of AppFolio worth $7.1K as of Q1 2026.
  • TD Private Client Wealth sold 143 AppFolio shares in Q1 2026, an estimated $27.1K.
  • AppFolio made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1142 holding.
  • TD Private Client Wealth first reported a position in AppFolio in Q1 2024 and has held it in 7 quarters since.
  • TD Private Client Wealth's AppFolio position peaked at $43.7K in Q4 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.