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Third View Private Wealth’s AppFolio APPF Stock Holding History

Third View Private 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
Q2 		$298K Sell
1,860
-179
-9% -$28.6K 0.04% 247
2026
Q1 		$322K Buy
2,039
+240
+13% +$45.5K 0.04% 222
2025
Q4 		$419K Buy
+1,799
New +$428K 0.06% 189

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Third View Private Wealth's APPF Position: Q2 2026 in Review

Third View Private Wealth reduced its AppFolio (APPF) stake by 8.8% in Q2 2026, selling an estimated $28.6K and leaving 1,860 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #247.

Third View Private Wealth first reported a position in APPF in Q4 2025 and has held it in 3 quarters since. The position peaked at $419K in Q4 2025. 166 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Third View Private Wealth held 1,860 shares of AppFolio worth $298K as of Q2 2026.
  • Third View Private Wealth sold 179 AppFolio shares in Q2 2026, an estimated $28.6K.
  • AppFolio made up 0.04% of Third View Private Wealth's portfolio in Q2 2026, its #247 holding.
  • Third View Private Wealth first reported a position in AppFolio in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's AppFolio position peaked at $419K in Q4 2025.
  • 166 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.