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Baker Tilly Wealth Management’s AppFolio APPF Stock Holding History

Baker Tilly Wealth 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
2025
Q4 		– Sell
-951
Closed -$262K – 285
2025
Q3 		$262K Buy
+951
New +$257K 0.06% 236

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

Baker Tilly Wealth Management's APPF Position: Q4 2025 in Review

Baker Tilly Wealth Management sold out of AppFolio (APPF) in Q4 2025, closing a stake of 951 shares — an estimated $262K sold.

Baker Tilly Wealth Management first reported a position in APPF in Q3 2025 and held it in 1 quarter. The position peaked at $262K in Q3 2025. 403 funds tracked by Wall St. Rank hold APPF as of Q4 2025.

  • Baker Tilly Wealth Management reported no remaining AppFolio position as of Q4 2025 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 951 AppFolio shares in Q4 2025, an estimated $262K.
  • Baker Tilly Wealth Management first reported a position in AppFolio in Q3 2025 and held it in 1 quarter.
  • Baker Tilly Wealth Management's AppFolio position peaked at $262K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held AppFolio as of Q4 2025.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.