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Congress Wealth Management’s AppFolio APPF Stock Holding History

Congress Wealth 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
Q1 		– Sell
-916
Closed -$226K – 1070
2024
Q4 		$226K Buy
+916
New +$214K ﹤0.01% 825
2024
Q3 		– Sell
-1,000
Closed -$245K – 839
2024
Q2 		$245K Hold
1,000
– – ﹤0.01% 659
2024
Q1 		$247K Buy
+1,000
New +$216K ﹤0.01% 542

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

Congress Wealth Management's APPF Position: Q1 2025 in Review

Congress Wealth Management sold out of AppFolio (APPF) in Q1 2025, closing a stake of 916 shares — an estimated $226K sold.

Congress Wealth Management first reported a position in APPF in Q1 2024 and held it in 3 quarters. The position peaked at $247K in Q1 2024. 381 funds tracked by Wall St. Rank hold APPF as of Q1 2025.

  • Congress Wealth Management reported no remaining AppFolio position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 916 AppFolio shares in Q1 2025, an estimated $226K.
  • Congress Wealth Management first reported a position in AppFolio in Q1 2024 and held it in 3 quarters.
  • Congress Wealth Management's AppFolio position peaked at $247K in Q1 2024.
  • 381 funds tracked by Wall St. Rank held AppFolio as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.