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Legacy Advisors’s AppFolio APPF Stock Holding History

Legacy Advisors’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 		$1.84M Buy
+10
New +$2.29K 0.19% 93

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $9.69B AUM 55.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Legacy Advisors's APPF Position: Q1 2025 in Review

Legacy Advisors opened a new position in AppFolio (APPF) in Q1 2025: 10 shares worth $1.84M. The stake represents 0.19% of the portfolio and ranks #93 among its holdings.

381 funds tracked by Wall St. Rank hold APPF as of Q1 2025.

  • Legacy Advisors held 10 shares of AppFolio worth $1.84M as of Q1 2025.
  • AppFolio was a new Legacy Advisors position in Q1 2025.
  • AppFolio made up 0.19% of Legacy Advisors's portfolio in Q1 2025, its #93 holding.
  • 381 funds tracked by Wall St. Rank held AppFolio as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.