West Paces Advisors
APPF icon

West Paces Advisors’s AppFolio APPF Stock Holding History

West Paces 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
Q3 		$1K Hold
5
– – ﹤0.01% 646
2026
Q2 		$802 Buy
+5
New +$798 ﹤0.01% 672
2024
Q2 		– Sell
-6
Closed -$1.48K – 569
2024
Q1 		$1.48K Sell
6
-19
-76% -$4.1K ﹤0.01% 479
2023
Q4 		$4.33K Buy
+25
New +$4.68K ﹤0.01% 414

Other funds holding APPF

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Davidson Kahn Capital Management
Davidson Kahn Capital Management Sherman Oaks, California $253M AUM 9.56% 1-Year Est. Return
Alamar Capital Management
Alamar Capital Management Santa Barbara, California $196M AUM 74.53% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

West Paces Advisors's APPF Position: Q3 2026 in Review

West Paces Advisors held its AppFolio (APPF) position steady in Q3 2026 at 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

West Paces Advisors first reported a position in APPF in Q4 2023 and has held it in 4 quarters since. The position peaked at $4.33K in Q4 2023. 140 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

  • West Paces Advisors held 5 shares of AppFolio worth $1K as of Q3 2026.
  • West Paces Advisors left its AppFolio share count unchanged in Q3 2026.
  • AppFolio made up ﹤0.01% of West Paces Advisors's portfolio in Q3 2026, its #646 holding.
  • West Paces Advisors first reported a position in AppFolio in Q4 2023 and has held it in 4 quarters since.
  • West Paces Advisors's AppFolio position peaked at $4.33K in Q4 2023.
  • 140 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.