Jump Financial’s AppFolio APPF Stock Holding History

Jump Financial’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	$809K	Sell	5,124 -3,002	-37%	-$569K	0.01%	1016
2025 Q4	$1.89M	Sell	8,126 -18,008	-69%	-$4.28M	0.02%	708
2025 Q3	$7.2M	Buy	+26,134	New	+$7.06M	0.09%	300
2025 Q1	–	Sell	-22,610	Closed	-$5.58M	–	1568
2024 Q4	$5.58M	Buy	+22,610	New	+$5.29M	0.12%	227
2024 Q3	–	Sell	-14,711	Closed	-$3.6M	–	1623
2024 Q2	$3.6M	Buy	14,711 +9,436	+179%	+$2.2M	0.07%	349
2024 Q1	$1.3M	Sell	5,275 -14,134	-73%	-$3.05M	0.04%	651
2023 Q4	$3.36M	Buy	19,409 +13,907	+253%	+$2.61M	0.11%	208
2023 Q3	$1M	Buy	+5,502	New	+$998K	0.04%	660
2023 Q2	–	Sell	-14,935	Closed	-$1.86M	–	1776
2023 Q1	$1.86M	Buy	14,935 +6,986	+88%	+$843K	0.08%	383
2022 Q4	$838K	Buy	7,949 +4,649	+141%	+$517K	0.04%	559
2022 Q3	$345K	Buy	+3,300	New	+$337K	0.01%	1070
2021 Q3	–	Sell	-4,289	Closed	-$606K	–	1085
2021 Q2	$606K	Buy	+4,289	New	+$596K	0.06%	409

Other funds holding APPF

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

William Blair Investment Management

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

Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

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