GFPC
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Global Financial Private Client’s AppFolio APPF Stock Holding History

Global Financial Private Client’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
-4
Closed -$880 – 311
2025
Q1 		$880 Buy
4
+3
+300% +$688 ﹤0.01% 1102
2024
Q4 		$247 Buy
+1
New +$234 ﹤0.01% 1185

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 $3.37T AUM 44.26% 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

Global Financial Private Client's APPF Position: Q2 2025 in Review

Global Financial Private Client sold out of AppFolio (APPF) in Q2 2025, closing a stake of 4 shares — an estimated $880 sold.

Global Financial Private Client first reported a position in APPF in Q4 2024 and held it in 2 quarters. The position peaked at $880 in Q1 2025. 385 funds tracked by Wall St. Rank hold APPF as of Q2 2025.

  • Global Financial Private Client reported no remaining AppFolio position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 4 AppFolio shares in Q2 2025, an estimated $880.
  • Global Financial Private Client first reported a position in AppFolio in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's AppFolio position peaked at $880 in Q1 2025.
  • 385 funds tracked by Wall St. Rank held AppFolio as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.