Bell Investment Advisors’s AppFolio APPF Stock Holding History

Bell Investment Advisors’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	$17K	Buy	108 +45	+71%	+$8.53K	﹤0.01%	490
2025 Q4	$14.7K	Buy	63 +21	+50%	+$4.99K	﹤0.01%	556
2025 Q3	$11.6K	Hold	42	–	–	﹤0.01%	585
2025 Q2	$9.67K	Buy	42 +10	+31%	+$2.18K	﹤0.01%	686
2025 Q1	$7.04K	Hold	32	–	–	﹤0.01%	751
2024 Q4	$7.9K	Sell	32 -6	-16%	-$1.41K	﹤0.01%	702
2024 Q3	$8.95K	Hold	38	–	–	﹤0.01%	667
2024 Q2	$9.29K	Buy	38 +8	+27%	+$1.86K	﹤0.01%	640
2024 Q1	$7.4K	Hold	30	–	–	﹤0.01%	713
2023 Q4	$5.2K	Buy	30 +12	+67%	+$2.25K	﹤0.01%	862
2023 Q3	$3.29K	Sell	18 -2	-10%	-$363	﹤0.01%	1025
2023 Q2	$3.44K	Buy	20 +6	+43%	+$874	﹤0.01%	1011
2023 Q1	$1.74K	Hold	14	–	–	﹤0.01%	1332
2022 Q4	$1.48K	Sell	14 -1	-7%	-$111	﹤0.01%	1437
2022 Q3	$2K	Sell	15 -32	-68%	-$3.26K	﹤0.01%	1034
2022 Q2	$4K	Buy	+47	New	+$4.74K	﹤0.01%	765
2021 Q4	$1K	Sell	8 -1	-11%	-$127	﹤0.01%	1327
2021 Q3	$1K	Buy	+9	New	+$1.17K	﹤0.01%	1251

Other funds holding APPF

BlackRock New York $5.7T 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