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Capital Performance Advisors’s AppFolio APPF Stock Holding History

Capital Performance 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
-1,037
Closed -$256K – 264
2024
Q4 		$256K Buy
1,037
+375
+57% +$87.8K 0.08% 111
2024
Q3 		$156K Buy
+662
New +$155K 0.05% 133

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Capital Performance Advisors's APPF Position: Q1 2025 in Review

Capital Performance Advisors sold out of AppFolio (APPF) in Q1 2025, closing a stake of 1,037 shares — an estimated $256K sold.

Capital Performance Advisors first reported a position in APPF in Q3 2024 and held it in 2 quarters. The position peaked at $256K in Q4 2024. 381 funds tracked by Wall St. Rank hold APPF as of Q1 2025.

  • Capital Performance Advisors reported no remaining AppFolio position as of Q1 2025 after selling out during the quarter.
  • Capital Performance Advisors sold 1,037 AppFolio shares in Q1 2025, an estimated $256K.
  • Capital Performance Advisors first reported a position in AppFolio in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's AppFolio position peaked at $256K in Q4 2024.
  • 381 funds tracked by Wall St. Rank held AppFolio as of Q1 2025.

Based on Capital Performance Advisors's 13F filing for Q1 2025, filed 9 May 2025.