Baker Avenue Asset Management’s AppFolio APPF Stock Holding History

Baker Avenue Asset 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	$2.48M	Buy	15,691 +361	+2%	+$68.4K	0.06%	194
2025 Q4	$3.57M	Sell	15,330 -821	-5%	-$195K	0.08%	156
2025 Q3	$4.45M	Sell	16,151 -286	-2%	-$77.3K	0.11%	137
2025 Q2	$3.79M	Sell	16,437 -5,925	-26%	-$1.29M	0.11%	138
2025 Q1	$4.92M	Sell	22,362 -78	-0.3%	-$17.9K	0.15%	121
2024 Q4	$5.54M	Buy	22,440 +957	+4%	+$224K	0.17%	107
2024 Q3	$5.06M	Buy	21,483 +3,038	+16%	+$711K	0.16%	109
2024 Q2	$4.51M	Sell	18,445 -1,407	-7%	-$328K	0.15%	108
2024 Q1	$4.9M	Buy	19,852 +467	+2%	+$101K	0.19%	100
2023 Q4	$3.36M	Buy	19,385 +1,137	+6%	+$213K	0.15%	116
2023 Q3	$3.33M	Sell	18,248 -3,662	-17%	-$664K	0.17%	110
2023 Q2	$3.77M	Sell	21,910 -6,819	-24%	-$993K	0.19%	103
2023 Q1	$3.58M	Buy	28,729 +518	+2%	+$62.5K	0.19%	102
2022 Q4	$2.97M	Buy	28,211 +2,283	+9%	+$254K	0.18%	107
2022 Q3	$2.71M	Buy	+25,928	New	+$2.64M	0.17%	105

Other funds holding APPF

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

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

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