Planning Strategies Inc.’s AppFolio APPF Stock Holding History

Planning Strategies Inc.’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	$160	Buy	+1	New	+$160	﹤0.01%	1003

Other funds holding APPF

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Retirement Systems of Alabama

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

Planning Strategies Inc.'s APPF Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in AppFolio (APPF) in Q2 2026: 1 share worth $160. The stake represents ﹤0.01% of the portfolio and ranks #1003 among its holdings.

85 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

Planning Strategies Inc. held 1 share of AppFolio worth $160 as of Q2 2026.
AppFolio was a new Planning Strategies Inc. position in Q2 2026.
AppFolio made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1003 holding.
85 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.