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Cresset Asset Management’s AppFolio APPF Stock Holding History

Cresset Asset 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
2024
Q4 		– Sell
-1,218
Closed -$287K – 1780
2024
Q3 		$287K Buy
1,218
+263
+28% +$61.5K ﹤0.01% 1820
2024
Q2 		$234K Buy
955
+62
+7% +$14.4K ﹤0.01% 1835
2024
Q1 		$220K Buy
+893
New +$193K ﹤0.01% 1725
2023
Q4 		– Sell
-1,116
Closed -$204K – 1844
2023
Q3 		$204K Buy
+1,116
New +$202K ﹤0.01% 1613

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 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

Cresset Asset Management's APPF Position: Q4 2024 in Review

Cresset Asset Management sold out of AppFolio (APPF) in Q4 2024, closing a stake of 1,218 shares — an estimated $287K sold.

Cresset Asset Management first reported a position in APPF in Q3 2023 and held it in 4 quarters. The position peaked at $287K in Q3 2024. 388 funds tracked by Wall St. Rank hold APPF as of Q4 2024.

  • Cresset Asset Management reported no remaining AppFolio position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 1,218 AppFolio shares in Q4 2024, an estimated $287K.
  • Cresset Asset Management first reported a position in AppFolio in Q3 2023 and held it in 4 quarters.
  • Cresset Asset Management's AppFolio position peaked at $287K in Q3 2024.
  • 388 funds tracked by Wall St. Rank held AppFolio as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.