Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s AppFolio APPF Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		– Sell
-1,413
Closed -$349K – 3504
2024
Q4 		$349K Sell
1,413
-224
-14% -$52.4K ﹤0.01% 2719
2024
Q3 		$385K Buy
1,637
+422
+35% +$98.7K ﹤0.01% 2627
2024
Q2 		$297K Buy
1,215
+64
+6% +$14.9K ﹤0.01% 2711
2024
Q1 		$284K Buy
+1,151
New +$248K ﹤0.01% 2741

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
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Cambridge Investment Research Advisors's APPF Position: Q1 2025 in Review

Cambridge Investment Research Advisors sold out of AppFolio (APPF) in Q1 2025, closing a stake of 1,413 shares — an estimated $349K sold.

Cambridge Investment Research Advisors first reported a position in APPF in Q1 2024 and held it in 4 quarters. The position peaked at $385K in Q3 2024. 381 funds tracked by Wall St. Rank hold APPF as of Q1 2025.

  • Cambridge Investment Research Advisors reported no remaining AppFolio position as of Q1 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 1,413 AppFolio shares in Q1 2025, an estimated $349K.
  • Cambridge Investment Research Advisors first reported a position in AppFolio in Q1 2024 and held it in 4 quarters.
  • Cambridge Investment Research Advisors's AppFolio position peaked at $385K in Q3 2024.
  • 381 funds tracked by Wall St. Rank held AppFolio as of Q1 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.