Brown Advisory
APPF icon

Brown Advisory’s AppFolio APPF Stock Holding History

Brown Advisory’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
-38,071
Closed -$10.5M – 1385
2025
Q3 		$10.5M Sell
38,071
-184,818
-83% -$49.9M 0.01% 413
2025
Q2 		$51.3M Buy
222,889
+96,470
+76% +$21M 0.07% 195
2025
Q1 		$27.8M Buy
+126,419
New +$29M 0.04% 260
2020
Q1 		– Sell
-192,321
Closed -$21.1M – 944
2019
Q4 		$21.1M Buy
192,321
+417
+0.2% +$42.5K 0.05% 245
2019
Q3 		$18.3M Buy
191,904
+5,656
+3% +$562K 0.05% 246
2019
Q2 		$19M Buy
186,248
+758
+0.4% +$71.6K 0.05% 245
2019
Q1 		$14.7M Buy
185,490
+8,688
+5% +$581K 0.04% 295
2018
Q4 		$10.5M Buy
+176,802
New +$10.7M 0.04% 316

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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