GKIM
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GW&K Investment Management’s AppFolio APPF Stock Holding History

GW&K Investment 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
2026
Q1 		$20M Sell
126,691
-22,396
-15% -$4.24M 0.18% 195
2025
Q4 		$34.7M Buy
149,087
+5,684
+4% +$1.35M 0.3% 131
2025
Q3 		$39.5M Sell
143,403
-22,004
-13% -$5.94M 0.35% 108
2025
Q2 		$38.1M Sell
165,407
-16,242
-9% -$3.54M 0.34% 114
2025
Q1 		$39.9M Sell
181,649
-6,982
-4% -$1.6M 0.37% 106
2024
Q4 		$46.5M Sell
188,631
-73,826
-28% -$17.3M 0.4% 94
2024
Q3 		$61.8M Sell
262,457
-11,564
-4% -$2.71M 0.53% 63
2024
Q2 		$67M Sell
274,021
-8,784
-3% -$2.05M 0.61% 42
2024
Q1 		$69.8M Sell
282,805
-5,426
-2% -$1.17M 0.62% 39
2023
Q4 		$49.9M Sell
288,231
-55,921
-16% -$10.5M 0.47% 77
2023
Q3 		$62.9M Buy
344,152
+2,096
+0.6% +$380K 0.63% 39
2023
Q2 		$58.9M Buy
342,056
+16,231
+5% +$2.36M 0.56% 55
2023
Q1 		$40.6M Buy
+325,825
New +$39.3M 0.39% 109

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VPM
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VCM
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ACM
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NCM
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T. Rowe Price Associates
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return