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Transamerica Financial Advisors’s AppFolio APPF Stock Holding History

Transamerica 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 		$2.4K Buy
15
+12
+400% +$1.92K ﹤0.01% 1273
2026
Q1 		$473 Sell
3
-48
-94% -$9.1K ﹤0.01% 1494
2025
Q4 		$11.9K Hold
51
– – ﹤0.01% 821
2025
Q3 		$14.1K Buy
+51
New +$13.8K ﹤0.01% 669

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

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

Transamerica Financial Advisors increased its AppFolio (APPF) stake by 400% in Q2 2026, buying an estimated $1.92K and bringing the position to 15 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Transamerica Financial Advisors first reported a position in APPF in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.1K in Q3 2025. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Transamerica Financial Advisors held 15 shares of AppFolio worth $2.4K as of Q2 2026.
  • Transamerica Financial Advisors bought 12 AppFolio shares in Q2 2026, an estimated $1.92K.
  • AppFolio made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1273 holding.
  • Transamerica Financial Advisors first reported a position in AppFolio in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's AppFolio position peaked at $14.1K in Q3 2025.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

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