AG
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Algert Global’s AppFolio APPF Stock Holding History

Algert Global’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
2025
Q4 		– Sell
-2,120
Closed -$584K – 1135
2025
Q3 		$584K Buy
+2,120
New +$573K 0.01% 911
2025
Q2 		– Sell
-31,707
Closed -$6.97M – 1183
2025
Q1 		$6.97M Sell
31,707
-22,502
-42% -$5.16M 0.17% 171
2024
Q4 		$13.4M Buy
54,209
+30,235
+126% +$7.08M 0.31% 54
2024
Q3 		$5.64M Buy
23,974
+4,917
+26% +$1.15M 0.15% 208
2024
Q2 		$4.66M Sell
19,057
-17,340
-48% -$4.04M 0.16% 192
2024
Q1 		$8.98M Buy
36,397
+22,037
+153% +$4.75M 0.35% 48
2023
Q4 		$2.49M Buy
14,360
+2,230
+18% +$418K 0.1% 343
2023
Q3 		$2.21M Buy
+12,130
New +$2.2M 0.1% 336
2023
Q2 		– Sell
-5,919
Closed -$737K – 1087
2023
Q1 		$737K Sell
5,919
-1,971
-25% -$238K 0.03% 735
2022
Q4 		$831K Sell
7,890
-10,849
-58% -$1.21M 0.05% 636
2022
Q3 		$1.96M Buy
+18,739
New +$1.91M 0.12% 276
2022
Q2 		– Sell
-2,192
Closed -$248K – 1203
2022
Q1 		$248K Buy
+2,192
New +$252K 0.02% 1000
2020
Q4 		– Sell
-13,574
Closed -$1.93M – 411
2020
Q3 		$1.93M Buy
13,574
+3,129
+30% +$482K 0.61% 41
2020
Q2 		$1.7M Sell
10,445
-1,410
-12% -$185K 0.58% 42
2020
Q1 		$1.31M Buy
+11,855
New +$1.41M 0.55% 42
2019
Q1 		– Sell
-5,225
Closed -$309K – 308
2018
Q4 		$309K Sell
5,225
-21,937
-81% -$1.33M 0.09% 275
2018
Q3 		$2.13M Sell
27,162
-4,964
-15% -$375K 0.46% 70
2018
Q2 		$1.97M Buy
32,126
+202
+0.6% +$11K 0.41% 94
2018
Q1 		$1.3M Sell
31,924
-19,970
-38% -$831K 0.25% 147
2017
Q4 		$2.15M Buy
51,894
+9,870
+23% +$443K 0.51% 84
2017
Q3 		$2.02M Buy
+42,024
New +$1.65M 0.46% 95

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Algert Global's APPF Position: Q4 2025 in Review

Algert Global sold out of AppFolio (APPF) in Q4 2025, closing a stake of 2,120 shares — an estimated $584K sold.

Algert Global first reported a position in APPF in Q3 2017 and held it in 21 quarters. The position peaked at $13.4M in Q4 2024. 403 funds tracked by Wall St. Rank hold APPF as of Q4 2025.

  • Algert Global reported no remaining AppFolio position as of Q4 2025 after selling out during the quarter.
  • Algert Global sold 2,120 AppFolio shares in Q4 2025, an estimated $584K.
  • Algert Global first reported a position in AppFolio in Q3 2017 and held it in 21 quarters.
  • Algert Global's AppFolio position peaked at $13.4M in Q4 2024.
  • 403 funds tracked by Wall St. Rank held AppFolio as of Q4 2025.

Based on Algert Global's 13F filing for Q4 2025, filed 17 Feb 2026.