Back to APPF
MISSION WEALTH MANAGEMENT, LP → APPF
MISSION WEALTH MANAGEMENT, LP APPF Position History
AppFolio, Inc. • Technology
Quarters held
5
Latest value
$8.4M
Q3 2026
Peak value
$13.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.6M |
| Q4 2025 | $9.1M |
| Q1 2026 | $2.5M |
| Q2 2026 | $2.3M |
| Q3 2026 | $8.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.4M | 42.1K | — | — |
| Q2 2026 | $2.3M | 14.1K | — | — |
| Q1 2026 | $2.5M | 15.8K | — | — |
| Q4 2025 | $9.1M | 39.1K | — | — |
| Q3 2025 | $13.6M | 49.2K | — | — |
Other funds holding APPF
$631.6M
$554.7M
$544.6M
$527.8M
$387.3M
$317.7M