AssetMark Inc’s AppFolio APPF Stock Holding History

AssetMark Inc’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 Q3	$1.1M	Buy	5,502 +38	+0.7%	+$7.54K	﹤0.01%	1074
2026 Q2	$876K	Sell	5,464 -577	-10%	-$92.1K	﹤0.01%	1108
2026 Q1	$953K	Sell	6,041 -180	-3%	-$34.1K	﹤0.01%	1050
2025 Q4	$1.45M	Sell	6,221 -408	-6%	-$97K	﹤0.01%	937
2025 Q3	$1.83M	Sell	6,629 -54	-0.8%	-$14.6K	﹤0.01%	833
2025 Q2	$1.54M	Sell	6,683 -2,658	-28%	-$579K	﹤0.01%	825
2025 Q1	$2.05M	Buy	9,341 +6,771	+263%	+$1.55M	0.01%	715
2024 Q4	$634K	Buy	2,570 +179	+7%	+$41.9K	﹤0.01%	922
2024 Q3	$563K	Buy	2,391 +2,072	+650%	+$485K	﹤0.01%	879
2024 Q2	$78K	Buy	319 +18	+6%	+$4.19K	﹤0.01%	1146
2024 Q1	$74.3K	Hold	301	–	–	﹤0.01%	1088
2023 Q4	$52.1K	Sell	301 -59	-16%	-$11.1K	﹤0.01%	1151
2023 Q3	$65.7K	Hold	360	–	–	﹤0.01%	1044
2023 Q2	$62K	Hold	360	–	–	﹤0.01%	1027
2023 Q1	$44.8K	Buy	+360	New	+$43.4K	﹤0.01%	1055

Other funds holding APPF

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

TenCore Partners New York $126M AUM 6.32% 1-Year Est. Return

AssetMark Inc's APPF Position: Q3 2026 in Review

AssetMark Inc increased its AppFolio (APPF) stake by 0.7% in Q3 2026, buying an estimated $7.54K and bringing the position to 5,502 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

AssetMark Inc first reported a position in APPF in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.05M in Q1 2025. 167 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

AssetMark Inc held 5,502 shares of AppFolio worth $1.1M as of Q3 2026.
AssetMark Inc bought 38 AppFolio shares in Q3 2026, an estimated $7.54K.
AppFolio made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1074 holding.
AssetMark Inc first reported a position in AppFolio in Q1 2023 and has held it in 15 quarters since.
AssetMark Inc's AppFolio position peaked at $2.05M in Q1 2025.
167 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.