Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L)’s AppFolio APPF Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
2026 Q1	$1.39M	Buy	8,785 +7,849	+839%	+$1.49M	﹤0.01%	1071
2025 Q4	$218K	Buy	+936	New	+$222K	﹤0.01%	1441
2024 Q3	–	Sell	-2,779	Closed	-$680K	–	1422
2024 Q2	$680K	Buy	+2,779	New	+$647K	﹤0.01%	961
2024 Q1	–	Sell	-2,922	Closed	-$506K	–	1512
2023 Q4	$506K	Buy	+2,922	New	+$547K	﹤0.01%	1044
2023 Q3	–	Sell	-2,525	Closed	-$435K	–	1356
2023 Q2	$435K	Buy	+2,525	New	+$368K	﹤0.01%	1023
2018 Q4	–	Sell	-8,524	Closed	-$668K	–	938
2018 Q3	$668K	Buy	+8,524	New	+$645K	﹤0.01%	639

Other funds holding APPF

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return