Mather Group’s AppFolio APPF Stock Holding History

Mather Group’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 Q4	–	Sell	-24	Closed	-$6.62K	–	695
2025 Q3	$6.62K	Buy	+24	New	+$6.48K	﹤0.01%	1337
2025 Q2	–	Sell	-23	Closed	-$5.06K	–	666
2025 Q1	$5.06K	Buy	+23	New	+$5.28K	﹤0.01%	1403
2024 Q3	–	Sell	-31	Closed	-$7.65K	–	1736
2024 Q2	$7.65K	Sell	31 -32	-51%	-$7.46K	﹤0.01%	1518
2024 Q1	$10.9K	Buy	+63	New	+$13.6K	﹤0.01%	1178

Other funds holding APPF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Nellore Capital Management Redwood City, California $783M AUM 2.58% 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

Geode Capital Management

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