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Bellevue Asset Management’s AppFolio APPF Stock Holding History

Bellevue 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
2025
Q4 		– Sell
-4
Closed -$1.1K – 491
2025
Q3 		$1.1K Buy
+4
New +$1.08K ﹤0.01% 483

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Principal Financial Group
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ACM
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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

Bellevue Asset Management's APPF Position: Q4 2025 in Review

Bellevue Asset Management sold out of AppFolio (APPF) in Q4 2025, closing a stake of 4 shares — an estimated $1.1K sold.

Bellevue Asset Management first reported a position in APPF in Q3 2025 and held it in 1 quarter. The position peaked at $1.1K in Q3 2025. 403 funds tracked by Wall St. Rank hold APPF as of Q4 2025.

  • Bellevue Asset Management reported no remaining AppFolio position as of Q4 2025 after selling out during the quarter.
  • Bellevue Asset Management sold 4 AppFolio shares in Q4 2025, an estimated $1.1K.
  • Bellevue Asset Management first reported a position in AppFolio in Q3 2025 and held it in 1 quarter.
  • Bellevue Asset Management's AppFolio position peaked at $1.1K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held AppFolio as of Q4 2025.

Based on Bellevue Asset Management's 13F filing for Q4 2025, filed 23 Jan 2026.