JAM
APPF icon

Jupiter Asset Management’s AppFolio APPF Stock Holding History

Jupiter Asset 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
2026
Q1 		$1.72M Buy
10,896
+587
+6% +$111K 0.01% 409
2025
Q4 		$2.4M Buy
10,309
+659
+7% +$157K 0.02% 311
2025
Q3 		$2.66M Sell
9,650
-19,110
-66% -$5.16M 0.02% 304
2025
Q2 		$6.62M Buy
28,760
+16,521
+135% +$3.6M 0.06% 252
2025
Q1 		$2.69M Sell
12,239
-46,861
-79% -$10.7M 0.03% 328
2024
Q4 		$14.6M Sell
59,100
-16,809
-22% -$3.94M 0.14% 190
2024
Q3 		$17.9M Buy
75,909
+36,289
+92% +$8.49M 0.16% 174
2024
Q2 		$9.69M Buy
39,620
+16,169
+69% +$3.77M 0.09% 213
2024
Q1 		$5.79M Sell
23,451
-237
-1% -$51.1K 0.06% 245
2023
Q4 		$4.1M Buy
+23,688
New +$4.44M 0.04% 268

Other funds holding APPF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
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
NCM
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