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EFG Asset Management’s AppFolio APPF Stock Holding History

EFG 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
2025
Q3 		$3.23M Sell
11,702
-1,795
-13% -$485K 0.42% 108
2025
Q2 		$3.11M Sell
13,497
-115
-0.8% -$25.1K 0.44% 100
2025
Q1 		$2.99M Buy
13,612
+2,796
+26% +$641K 0.5% 73
2024
Q4 		$2.67M Sell
10,816
-233
-2% -$54.5K 0.36% 122
2024
Q3 		$2.6M Buy
11,049
+2,990
+37% +$700K 0.43% 94
2024
Q2 		$1.97M Buy
8,059
+38
+0.5% +$8.85K 0.34% 116
2024
Q1 		$1.98M Buy
8,021
+452
+6% +$97.5K 0.34% 122
2023
Q4 		$1.31M Sell
7,569
-188
-2% -$35.2K 0.25% 150
2023
Q3 		$1.42M Sell
7,757
-741
-9% -$134K 0.34% 108
2023
Q2 		$1.46M Buy
8,498
+1,340
+19% +$195K 0.31% 112
2023
Q1 		$891K Buy
+7,158
New +$864K 0.2% 157

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

EFG Asset Management's APPF Position: Q3 2025 in Review

EFG Asset Management reduced its AppFolio (APPF) stake by 13% in Q3 2025, selling an estimated $485K and leaving 11,702 shares worth $3.23M. The position accounts for 0.42% of the portfolio, ranked #108.

EFG Asset Management first reported a position in APPF in Q1 2023 and has held it in 11 quarters since. 412 funds tracked by Wall St. Rank hold APPF as of Q3 2025.

  • EFG Asset Management held 11,702 shares of AppFolio worth $3.23M as of Q3 2025.
  • EFG Asset Management sold 1,795 AppFolio shares in Q3 2025, an estimated $485K.
  • AppFolio made up 0.42% of EFG Asset Management's portfolio in Q3 2025, its #108 holding.
  • EFG Asset Management first reported a position in AppFolio in Q1 2023 and has held it in 11 quarters since.
  • 412 funds tracked by Wall St. Rank held AppFolio as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.