Hillsdale Investment Management’s AppFolio APPF Stock Holding History

Hillsdale 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
2025 Q1	–	Sell	-24,218	Closed	-$5.98M	–	603
2024 Q4	$5.98M	Sell	24,218 -1,000	-4%	-$234K	0.3%	57
2024 Q3	$5.94M	Sell	25,218 -772	-3%	-$181K	0.46%	49
2024 Q2	$6.36M	Sell	25,990 -1,940	-7%	-$452K	0.5%	33
2024 Q1	$6.89M	Buy	27,930 +2,195	+9%	+$473K	0.55%	28
2023 Q4	$4.46M	Sell	25,735 -135	-0.5%	-$25.3K	0.36%	88
2023 Q3	$4.72M	Buy	25,870 +50	+0.2%	+$9.07K	0.43%	63
2023 Q2	$4.44M	Sell	25,820 -4,380	-15%	-$638K	0.41%	81
2023 Q1	$3.76M	Sell	30,200 -700	-2%	-$84.4K	0.32%	122
2022 Q4	$3.26M	Buy	+30,900	New	+$3.44M	0.28%	132
2018 Q1	–	Sell	-29,100	Closed	-$1.21M	–	466
2017 Q4	$1.21M	Buy	29,100 +2,000	+7%	+$89.7K	0.19%	134
2017 Q3	$1.3M	Buy	+27,100	New	+$1.07M	0.22%	82

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

ACM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

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

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

Hillsdale Investment Management's APPF Position: Q1 2025 in Review

Hillsdale Investment Management sold out of AppFolio (APPF) in Q1 2025, closing a stake of 24,218 shares — an estimated $5.98M sold.

Hillsdale Investment Management first reported a position in APPF in Q3 2017 and held it in 11 quarters. The position peaked at $6.89M in Q1 2024. 381 funds tracked by Wall St. Rank hold APPF as of Q1 2025.

Hillsdale Investment Management reported no remaining AppFolio position as of Q1 2025 after selling out during the quarter.
Hillsdale Investment Management sold 24,218 AppFolio shares in Q1 2025, an estimated $5.98M.
Hillsdale Investment Management first reported a position in AppFolio in Q3 2017 and held it in 11 quarters.
Hillsdale Investment Management's AppFolio position peaked at $6.89M in Q1 2024.
381 funds tracked by Wall St. Rank held AppFolio as of Q1 2025.

Based on Hillsdale Investment Management's 13F filing for Q1 2025, filed 9 May 2025.