IMC Chicago

IMC Chicago’s AppFolio APPF Stock Holding History

IMC Chicago’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 Q3	$7.12M	Buy	35,500 +22,600	+175%	+$4.48M	﹤0.01%	1930
2026 Q2	$2.07M	Buy	12,900 +9,300	+258%	+$1.48M	﹤0.01%	2997
2026 Q1	$568K	Buy	+3,600	New	+$682K	﹤0.01%	3907

Other funds holding APPF

Principal Financial Group

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Brown Capital Management

Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return

Zevenbergen Capital Investments

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

EULAV Asset Management

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Riverbridge Partners

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return