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Appfolio shares owned by Birch Financial Group

Quarter-by-quarter ownership of Appfolio (APPF) shares owned by Birch Financial Group from 13F filings

Historical chart of Birch Financial Group investment in Appfolio

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All positions including Appfolio held by Birch Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Appfolio by Birch Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $213k 1.3k 160.35

More positions owned by Birch Financial Group

American Express Company (AXP)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Home Depot (HD)
Ishares Tr Core S&p Scp Etf (IJR)
Proshares Tr Genius Money Mrk
Ameriprise Financial (AMP)
General Dynamics Corporation (GD)
Goldman Sachs (GS)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
Bank of America Corporation (BAC)

View all positions for Birch Financial Group

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BlackRock
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William Blair Investment Management
State Street Corporation
London Company
Nellore Capital Management
T. Rowe Price Associates
Geode Capital Management
Lead Edge Capital Management
Neuberger Berman Group
Kayne Anderson Rudnick Investment Management
Keenan Capital

View all funds holding Appfolio