Focus Partners Wealth
APPF icon

Focus Partners Wealth’s AppFolio APPF Stock Holding History

Focus Partners Wealth’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
Q2 		– Sell
-1,785
Closed -$393K – 2039
2025
Q1 		$393K Sell
1,785
-1,814
-50% -$416K ﹤0.01% 1452
2024
Q4 		$888K Buy
3,599
+1,276
+55% +$299K ﹤0.01% 1093
2024
Q3 		$547K Buy
+2,323
New +$544K ﹤0.01% 1119

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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

Focus Partners Wealth's APPF Position: Q2 2025 in Review

Focus Partners Wealth sold out of AppFolio (APPF) in Q2 2025, closing a stake of 1,785 shares — an estimated $393K sold.

Focus Partners Wealth first reported a position in APPF in Q3 2024 and held it in 3 quarters. The position peaked at $888K in Q4 2024. 385 funds tracked by Wall St. Rank hold APPF as of Q2 2025.

  • Focus Partners Wealth reported no remaining AppFolio position as of Q2 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 1,785 AppFolio shares in Q2 2025, an estimated $393K.
  • Focus Partners Wealth first reported a position in AppFolio in Q3 2024 and held it in 3 quarters.
  • Focus Partners Wealth's AppFolio position peaked at $888K in Q4 2024.
  • 385 funds tracked by Wall St. Rank held AppFolio as of Q2 2025.

Based on Focus Partners Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.