LVZ Advisors »

Appfolio shares owned by LVZ Advisors

Quarter-by-quarter ownership of Appfolio (APPF) shares owned by LVZ Advisors from 13F filings

Historical chart of LVZ Advisors investment in Appfolio

Tip: Access up to 7 years of quarterly data

All positions including Appfolio held by LVZ Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Appfolio by LVZ Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $440k 1.9k 235.40
2024-06-30 $441k 1.8k 244.57
2024-03-31 $445k 1.8k 246.74

More positions owned by LVZ Advisors

First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for LVZ Advisors

Top funds holding Appfolio

BlackRock
Vanguard Group
BlackRock
Brown Capital Management
State Street Corporation
Lord, Abbett & Co
AQR Capital Management
Geode Capital Management
Invesco
Df Dent & Co
Nellore Capital Management
Jennifer Ranahan
Macquarie Group
Renaissance Technologies
Franklin Resources

View all funds holding Appfolio