TPWA
APPF icon

Twin Peaks Wealth Advisors’s AppFolio APPF Stock Holding History

Twin Peaks Wealth 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 		– Sell
-1
Closed -$158 – 351
2026
Q1 		$158 Buy
+1
New +$189 ﹤0.01% 2203
2025
Q3 		– Sell
-15
Closed -$4.09K – 281
2025
Q2 		$4.09K Buy
+15
New +$3.27K ﹤0.01% 1392

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

Twin Peaks Wealth Advisors's APPF Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of AppFolio (APPF) in Q2 2026, closing a stake of 1 share — an estimated $158 sold.

Twin Peaks Wealth Advisors first reported a position in APPF in Q2 2025 and held it in 2 quarters. The position peaked at $4.09K in Q2 2025. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining AppFolio position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1 AppFolio share in Q2 2026, an estimated $158.
  • Twin Peaks Wealth Advisors first reported a position in AppFolio in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's AppFolio position peaked at $4.09K in Q2 2025.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.