GC
APPF icon

Guggenheim Capital’s AppFolio APPF Stock Holding History

Guggenheim Capital’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
2026
Q1 		$827K Buy
5,237
+3,719
+245% +$705K 0.01% 1051
2025
Q4 		$353K Sell
1,518
-266
-15% -$63.2K ﹤0.01% 1452
2025
Q3 		$492K Sell
1,784
-8
-0.4% -$2.16K ﹤0.01% 1191
2025
Q2 		$413K Sell
1,792
-146
-8% -$31.8K ﹤0.01% 1269
2025
Q1 		$426K Sell
1,938
-297
-13% -$68.1K ﹤0.01% 1276
2024
Q4 		$551K Sell
2,235
-1,112
-33% -$260K ﹤0.01% 1225
2024
Q3 		$788K Sell
3,347
-1,539
-31% -$360K 0.01% 1207
2024
Q2 		$1.19M Sell
4,886
-14,010
-74% -$3.26M 0.01% 1026
2024
Q1 		$4.66M Buy
+18,896
New +$4.07M 0.03% 579

Other funds holding APPF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return