Global Retirement Partners’s AppFolio APPF Stock Holding History

Global Retirement Partners’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 Q4	$14.4K	Buy	62 +13	+27%	+$3.09K	﹤0.01%	3016
2025 Q3	$13.5K	Sell	49 -2	-4%	-$540	﹤0.01%	2570
2025 Q2	$11.7K	Buy	+51	New	+$11.1K	﹤0.01%	2535
2024 Q4	$11.8K	Sell	48 -12	-20%	-$2.81K	﹤0.01%	2332
2024 Q3	$14.1K	Sell	60 -29	-33%	-$6.79K	﹤0.01%	2154
2024 Q2	$21.8K	Buy	89 +29	+48%	+$6.76K	﹤0.01%	1941
2024 Q1	$14.8K	Hold	60	–	–	﹤0.01%	1944
2023 Q4	$10.5K	Buy	60 +11	+22%	+$2.06K	﹤0.01%	2055
2023 Q3	$9.13K	Hold	49	–	–	﹤0.01%	1987
2023 Q2	$8.44K	Sell	49 -17	-26%	-$2.48K	﹤0.01%	2025
2023 Q1	$9.02K	Buy	66 +5	+8%	+$603	﹤0.01%	1957
2022 Q4	$6.43K	Buy	+61	New	+$6.79K	﹤0.01%	1936

Other funds holding APPF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

NCM

Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Retirement Partners's APPF Position: Q4 2025 in Review

Global Retirement Partners increased its AppFolio (APPF) stake by 27% in Q4 2025, buying an estimated $3.09K and bringing the position to 62 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3016.

Global Retirement Partners first reported a position in APPF in Q4 2022 and has held it in 12 quarters since. The position peaked at $21.8K in Q2 2024. 403 funds tracked by Wall St. Rank hold APPF as of Q4 2025.

Global Retirement Partners held 62 shares of AppFolio worth $14.4K as of Q4 2025.
Global Retirement Partners bought 13 AppFolio shares in Q4 2025, an estimated $3.09K.
AppFolio made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3016 holding.
Global Retirement Partners first reported a position in AppFolio in Q4 2022 and has held it in 12 quarters since.
Global Retirement Partners's AppFolio position peaked at $21.8K in Q2 2024.
403 funds tracked by Wall St. Rank held AppFolio as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.