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Appfolio shares owned by Alpha Wealth Funds

Quarter-by-quarter ownership of Appfolio (APPF) shares owned by Alpha Wealth Funds from 13F filings

Historical chart of Alpha Wealth Funds investment in Appfolio

Tip: Access up to 7 years of quarterly data

All positions including Appfolio held by Alpha Wealth Funds consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Appfolio by Alpha Wealth Funds

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 3.9k 272.47
2025-06-30 $773k 3.4k 227.33
2025-03-31 $880k 4.0k 219.90

More positions owned by Alpha Wealth Funds

Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr S&p 500 Etf Tr Call Call Option
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Scp Etf (IJR)
Energy Transfer Com Ut Ltd Ptn (ET)
Ishares Tr Core Msci Total (IXUS)
Axon Enterprise (AXON)
Rockwell Automation (ROK)
Appfolio Com Cl A (APPF)
Vaneck Etf Trust Bdc Income Etf (BIZD)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Alpha Wealth Funds

Top funds holding Appfolio

Vanguard Group
BlackRock
Ashe Capital Management
Principal Financial Group
State Street Corporation
Kayne Anderson Rudnick Investment Management
William Blair Investment Management
Gilder, Gagnon, Howe & Co
FMR
Nellore Capital Management
Geode Capital Management
Df Dent & Co
Invesco
Morgan Stanley
Brown Capital Management

View all funds holding Appfolio