CI Investments Inc
APPF icon

CI Investments Inc’s AppFolio APPF Stock Holding History

CI Investments Inc’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
-37
Closed -$10K – 684
2025
Q3 		$10K Sell
37
-2
-5% -$540 ﹤0.01% 1217
2025
Q2 		$9K Sell
39
-1
-3% -$218 ﹤0.01% 1233
2025
Q1 		$9K Hold
40
– – ﹤0.01% 1235
2024
Q4 		$10K Hold
40
– – ﹤0.01% 1239
2024
Q3 		$9K Buy
40
+5
+14% +$1.17K ﹤0.01% 1208
2024
Q2 		$9K Sell
35
-2
-5% -$466 ﹤0.01% 1179
2024
Q1 		$9K Buy
37
+9
+32% +$1.94K ﹤0.01% 1215
2023
Q4 		$5K Hold
28
– – ﹤0.01% 1221
2023
Q3 		$5K Buy
+28
New +$5.08K ﹤0.01% 1241
2021
Q4 		– Sell
-1
Closed – – 1274
2021
Q3 		$0 Buy
+1
New +$130 ﹤0.01% 1253

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $901M AUM 6.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CI Investments Inc's APPF Position: Q4 2025 in Review

CI Investments Inc sold out of AppFolio (APPF) in Q4 2025, closing a stake of 37 shares — an estimated $10K sold.

CI Investments Inc first reported a position in APPF in Q3 2021 and held it in 10 quarters. The position peaked at $10K in Q3 2025. 403 funds tracked by Wall St. Rank hold APPF as of Q4 2025.

  • CI Investments Inc reported no remaining AppFolio position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 37 AppFolio shares in Q4 2025, an estimated $10K.
  • CI Investments Inc first reported a position in AppFolio in Q3 2021 and held it in 10 quarters.
  • CI Investments Inc's AppFolio position peaked at $10K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held AppFolio as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.