DWA
APPF icon

Delap Wealth Advisory’s AppFolio APPF Stock Holding History

Delap Wealth Advisory’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
Q3 		– Sell
-876
Closed -$202K – 84
2025
Q2 		$202K Buy
+876
New +$191K 0.1% 76
2025
Q1 		– Sell
-814
Closed -$201K – 79
2024
Q4 		$201K Buy
+814
New +$191K 0.12% 74
2024
Q3 		– Sell
-1,720
Closed -$421K – 68
2024
Q2 		$421K Sell
1,720
-22,068
-93% -$5.14M 0.19% 54
2024
Q1 		$5.87M Sell
23,788
-7,011
-23% -$1.51M 2.37% 9
2023
Q4 		$5.34M Buy
+30,799
New +$5.77M 2.42% 12

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Delap Wealth Advisory's APPF Position: Q3 2025 in Review

Delap Wealth Advisory sold out of AppFolio (APPF) in Q3 2025, closing a stake of 876 shares — an estimated $202K sold.

Delap Wealth Advisory first reported a position in APPF in Q4 2023 and held it in 5 quarters. The position peaked at $5.87M in Q1 2024. 412 funds tracked by Wall St. Rank hold APPF as of Q3 2025.

  • Delap Wealth Advisory reported no remaining AppFolio position as of Q3 2025 after selling out during the quarter.
  • Delap Wealth Advisory sold 876 AppFolio shares in Q3 2025, an estimated $202K.
  • Delap Wealth Advisory first reported a position in AppFolio in Q4 2023 and held it in 5 quarters.
  • Delap Wealth Advisory's AppFolio position peaked at $5.87M in Q1 2024.
  • 412 funds tracked by Wall St. Rank held AppFolio as of Q3 2025.

Based on Delap Wealth Advisory's 13F filing for Q3 2025, filed 6 Nov 2025.