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James T. Borello RIA’s AppFolio APPF Stock Holding History

James T. Borello RIA’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 		$6.82K Hold
34
– – ﹤0.01% 705
2026
Q2 		$5.45K Buy
34
+26
+325% +$4.15K ﹤0.01% 762
2026
Q1 		$1.26K Buy
+8
New +$1.52K ﹤0.01% 984

Other funds holding APPF

Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Resonant Capital Advisors
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

James T. Borello RIA's APPF Position: Q3 2026 in Review

James T. Borello RIA held its AppFolio (APPF) position steady in Q3 2026 at 34 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

James T. Borello RIA first reported a position in APPF in Q1 2026 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

  • James T. Borello RIA held 34 shares of AppFolio worth $6.82K as of Q3 2026.
  • James T. Borello RIA left its AppFolio share count unchanged in Q3 2026.
  • AppFolio made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #705 holding.
  • James T. Borello RIA first reported a position in AppFolio in Q1 2026 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.