Third View Private Wealth
APPF icon

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
Q3 		– Sell
-1,860
Closed -$298K – 279
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Third View Private Wealth's APPF Position: Q3 2026 in Review

Third View Private Wealth sold out of AppFolio (APPF) in Q3 2026, closing a stake of 1,860 shares — an estimated $298K sold.

Third View Private Wealth first reported a position in APPF in Q4 2025 and held it in 3 quarters. The position peaked at $419K in Q4 2025. 189 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

  • Third View Private Wealth reported no remaining AppFolio position as of Q3 2026 after selling out during the quarter.
  • Third View Private Wealth sold 1,860 AppFolio shares in Q3 2026, an estimated $298K.
  • Third View Private Wealth first reported a position in AppFolio in Q4 2025 and held it in 3 quarters.
  • Third View Private Wealth's AppFolio position peaked at $419K in Q4 2025.
  • 189 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.