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Hemington Wealth Management’s AppFolio APPF Stock Holding History

Hemington Wealth 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
2025
Q3 		$3K Buy
11
+1
+10% +$270 ﹤0.01% 1232
2025
Q2 		$2K Buy
10
+4
+67% +$872 ﹤0.01% 1280
2025
Q1 		$1K Buy
6
+2
+50% +$459 ﹤0.01% 1359
2024
Q4 		$0 Buy
4
+3
+300% +$702 ﹤0.01% 1538
2024
Q3 		$0 Buy
+1
New +$234 ﹤0.01% 1480

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hemington Wealth Management's APPF Position: Q3 2025 in Review

Hemington Wealth Management increased its AppFolio (APPF) stake by 10% in Q3 2025, buying an estimated $270 and bringing the position to 11 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Hemington Wealth Management first reported a position in APPF in Q3 2024 and has held it in 5 quarters since. 412 funds tracked by Wall St. Rank hold APPF as of Q3 2025.

  • Hemington Wealth Management held 11 shares of AppFolio worth $3K as of Q3 2025.
  • Hemington Wealth Management bought 1 AppFolio share in Q3 2025, an estimated $270.
  • AppFolio made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1232 holding.
  • Hemington Wealth Management first reported a position in AppFolio in Q3 2024 and has held it in 5 quarters since.
  • 412 funds tracked by Wall St. Rank held AppFolio as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.