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IEQ Capital’s AppFolio APPF Stock Holding History

IEQ 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
2025
Q3 		– Sell
-1,021
Closed -$235K – 1846
2025
Q2 		$235K Sell
1,021
-11,414
-92% -$2.49M ﹤0.01% 1528
2025
Q1 		$2.73M Sell
12,435
-25,525
-67% -$5.86M 0.02% 506
2024
Q4 		$9.37M Buy
37,960
+34,184
+905% +$8M 0.09% 136
2024
Q3 		$889K Buy
+3,776
New +$883K 0.01% 569

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IEQ Capital's APPF Position: Q3 2025 in Review

IEQ Capital sold out of AppFolio (APPF) in Q3 2025, closing a stake of 1,021 shares — an estimated $235K sold.

IEQ Capital first reported a position in APPF in Q3 2024 and held it in 4 quarters. The position peaked at $9.37M in Q4 2024. 412 funds tracked by Wall St. Rank hold APPF as of Q3 2025.

  • IEQ Capital reported no remaining AppFolio position as of Q3 2025 after selling out during the quarter.
  • IEQ Capital sold 1,021 AppFolio shares in Q3 2025, an estimated $235K.
  • IEQ Capital first reported a position in AppFolio in Q3 2024 and held it in 4 quarters.
  • IEQ Capital's AppFolio position peaked at $9.37M in Q4 2024.
  • 412 funds tracked by Wall St. Rank held AppFolio as of Q3 2025.

Based on IEQ Capital's 13F filing for Q3 2025, filed 14 Nov 2025.