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 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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DKCM

Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AssetMark Inc's APPF Position: Q2 2026 in Review

AssetMark Inc reduced its AppFolio (APPF) stake by 9.6% in Q2 2026, selling an estimated $92.1K and leaving 5,464 shares worth $876K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

AssetMark Inc first reported a position in APPF in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.05M in Q1 2025. 110 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

AssetMark Inc held 5,464 shares of AppFolio worth $876K as of Q2 2026.
AssetMark Inc sold 577 AppFolio shares in Q2 2026, an estimated $92.1K.
AppFolio made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1108 holding.
AssetMark Inc first reported a position in AppFolio in Q1 2023 and has held it in 14 quarters since.
AssetMark Inc's AppFolio position peaked at $2.05M in Q1 2025.
110 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.