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Burns Matteson Capital Management’s AppFolio APPF Stock Holding History

Burns Matteson Capital 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
-1,457
Closed -$402K – 202
2025
Q3 		$402K Buy
1,457
+16
+1% +$4.32K 0.16% 114
2025
Q2 		$332K Buy
1,441
+7
+0.5% +$1.53K 0.16% 127
2025
Q1 		$315K Buy
1,434
+103
+8% +$23.6K 0.17% 117
2024
Q4 		$328K Buy
1,331
+35
+3% +$8.19K 0.18% 110
2024
Q3 		$305K Buy
+1,296
New +$303K 0.17% 115

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

Burns Matteson Capital Management's APPF Position: Q4 2025 in Review

Burns Matteson Capital Management sold out of AppFolio (APPF) in Q4 2025, closing a stake of 1,457 shares — an estimated $402K sold.

Burns Matteson Capital Management first reported a position in APPF in Q3 2024 and held it in 5 quarters. The position peaked at $402K in Q3 2025. 403 funds tracked by Wall St. Rank hold APPF as of Q4 2025.

  • Burns Matteson Capital Management reported no remaining AppFolio position as of Q4 2025 after selling out during the quarter.
  • Burns Matteson Capital Management sold 1,457 AppFolio shares in Q4 2025, an estimated $402K.
  • Burns Matteson Capital Management first reported a position in AppFolio in Q3 2024 and held it in 5 quarters.
  • Burns Matteson Capital Management's AppFolio position peaked at $402K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held AppFolio as of Q4 2025.

Based on Burns Matteson Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.