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MJT & Associates Financial Advisory’s AppFolio APPF Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		– Sell
-23
Closed -$5.3K – 467
2025
Q2 		$5.3K Hold
23
– – 0.01% 295
2025
Q1 		$5.06K Buy
+23
New +$5.28K ﹤0.01% 295

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MJT & Associates Financial Advisory's APPF Position: Q3 2025 in Review

MJT & Associates Financial Advisory sold out of AppFolio (APPF) in Q3 2025, closing a stake of 23 shares — an estimated $5.3K sold.

MJT & Associates Financial Advisory first reported a position in APPF in Q1 2025 and held it in 2 quarters. The position peaked at $5.3K in Q2 2025. 412 funds tracked by Wall St. Rank hold APPF as of Q3 2025.

  • MJT & Associates Financial Advisory reported no remaining AppFolio position as of Q3 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 23 AppFolio shares in Q3 2025, an estimated $5.3K.
  • MJT & Associates Financial Advisory first reported a position in AppFolio in Q1 2025 and held it in 2 quarters.
  • MJT & Associates Financial Advisory's AppFolio position peaked at $5.3K in Q2 2025.
  • 412 funds tracked by Wall St. Rank held AppFolio as of Q3 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2025, filed 15 Oct 2025.