BCI
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Brinker Capital Investments’s AppFolio APPF Stock Holding History

Brinker Capital Investments’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 		$1.94M Sell
12,298
-1,851
-13% -$351K 0.02% 770
2025
Q4 		$3.29M Sell
14,149
-806
-5% -$192K 0.02% 607
2025
Q3 		$4.12M Buy
14,955
+949
+7% +$256K 0.03% 496
2025
Q2 		$3.23M Buy
14,006
+249
+2% +$54.3K 0.03% 553
2025
Q1 		$3.03M Buy
13,757
+6,161
+81% +$1.41M 0.03% 530
2024
Q4 		$1.87M Sell
7,596
-166
-2% -$38.9K 0.02% 738
2024
Q3 		$1.83M Sell
7,762
-1,319
-15% -$309K 0.02% 737
2024
Q2 		$2.22M Sell
9,081
-947
-9% -$221K 0.02% 604
2024
Q1 		$2.47M Buy
10,028
+395
+4% +$85.2K 0.03% 560
2023
Q4 		$1.61M Sell
9,633
-745
-7% -$140K 0.02% 735
2023
Q3 		$1.9M Sell
10,378
-763
-7% -$138K 0.02% 636
2023
Q2 		$1.92M Sell
11,141
-882
-7% -$128K 0.02% 671
2023
Q1 		$1.5M Buy
+12,023
New +$1.45M 0.02% 714

Other funds holding APPF

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
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