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Bosman Wealth Management’s AppFolio APPF Stock Holding History

Bosman 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
Q2 		– Sell
-2,477
Closed -$545K – 41
2025
Q1 		$545K Sell
2,477
-6,641
-73% -$1.52M 0.55% 34
2024
Q4 		$2.25M Buy
+9,118
New +$2.13M 2.16% 16

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Bosman Wealth Management's APPF Position: Q2 2025 in Review

Bosman Wealth Management sold out of AppFolio (APPF) in Q2 2025, closing a stake of 2,477 shares — an estimated $545K sold.

Bosman Wealth Management first reported a position in APPF in Q4 2024 and held it in 2 quarters. The position peaked at $2.25M in Q4 2024. 385 funds tracked by Wall St. Rank hold APPF as of Q2 2025.

  • Bosman Wealth Management reported no remaining AppFolio position as of Q2 2025 after selling out during the quarter.
  • Bosman Wealth Management sold 2,477 AppFolio shares in Q2 2025, an estimated $545K.
  • Bosman Wealth Management first reported a position in AppFolio in Q4 2024 and held it in 2 quarters.
  • Bosman Wealth Management's AppFolio position peaked at $2.25M in Q4 2024.
  • 385 funds tracked by Wall St. Rank held AppFolio as of Q2 2025.

Based on Bosman Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.