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Belpointe Asset Management’s AppFolio APPF Stock Holding History

Belpointe 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
-840
Closed -$232K – 1024
2025
Q3 		$232K Buy
+840
New +$227K 0.01% 881
2025
Q1 		– Sell
-2,574
Closed -$597K – 920
2024
Q4 		$597K Buy
+2,574
New +$603K 0.04% 470
2024
Q3 		– Sell
-2,839
Closed -$694K – 933
2024
Q2 		$694K Buy
2,839
+1,844
+185% +$430K 0.05% 371
2024
Q1 		$246K Buy
+995
New +$215K 0.02% 674
2023
Q1 		– Sell
-20
Closed -$2.11K – 3728
2022
Q4 		$2.11K Buy
+20
New +$2.23K ﹤0.01% 3239

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

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

Belpointe Asset Management sold out of AppFolio (APPF) in Q4 2025, closing a stake of 840 shares — an estimated $232K sold.

Belpointe Asset Management first reported a position in APPF in Q4 2022 and held it in 5 quarters. The position peaked at $694K in Q2 2024. 403 funds tracked by Wall St. Rank hold APPF as of Q4 2025.

  • Belpointe Asset Management reported no remaining AppFolio position as of Q4 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 840 AppFolio shares in Q4 2025, an estimated $232K.
  • Belpointe Asset Management first reported a position in AppFolio in Q4 2022 and held it in 5 quarters.
  • Belpointe Asset Management's AppFolio position peaked at $694K in Q2 2024.
  • 403 funds tracked by Wall St. Rank held AppFolio as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.