ACM
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Advisors Capital Management’s AppFolio APPF Stock Holding History

Advisors Capital Management’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
Q1 		$3.13M Buy
19,824
+539
+3% +$102K 0.04% 244
2025
Q4 		$4.49M Sell
19,285
-266
-1% -$63.2K 0.05% 216
2025
Q3 		$5.39M Buy
19,551
+349
+2% +$94.3K 0.07% 199
2025
Q2 		$4.42M Buy
19,202
+1,981
+12% +$432K 0.06% 203
2025
Q1 		$3.79M Buy
17,221
+5,147
+43% +$1.18M 0.06% 210
2024
Q4 		$2.98M Buy
12,074
+7
+0.1% +$1.64K 0.05% 234
2024
Q3 		$2.84M Buy
12,067
+759
+7% +$178K 0.05% 226
2024
Q2 		$2.77M Sell
11,308
-108
-0.9% -$25.2K 0.05% 229
2024
Q1 		$2.82M Buy
11,416
+634
+6% +$137K 0.05% 224
2023
Q4 		$1.87M Buy
10,782
+701
+7% +$131K 0.04% 254
2023
Q3 		$1.84M Sell
10,081
-1,052
-9% -$191K 0.05% 229
2023
Q2 		$1.92M Sell
11,133
-57
-0.5% -$8.3K 0.05% 222
2023
Q1 		$1.39M Buy
+11,190
New +$1.35M 0.04% 228

Other funds holding APPF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return