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Mount Yale Investment Advisors’s AppFolio APPF Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-240
Closed -$55.3K – 725
2025
Q2 		$55.3K Buy
+240
New +$52.3K ﹤0.01% 789

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mount Yale Investment Advisors's APPF Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of AppFolio (APPF) in Q3 2025, closing a stake of 240 shares — an estimated $55.3K sold.

Mount Yale Investment Advisors first reported a position in APPF in Q2 2025 and held it in 1 quarter. The position peaked at $55.3K in Q2 2025. 412 funds tracked by Wall St. Rank hold APPF as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining AppFolio position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 240 AppFolio shares in Q3 2025, an estimated $55.3K.
  • Mount Yale Investment Advisors first reported a position in AppFolio in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's AppFolio position peaked at $55.3K in Q2 2025.
  • 412 funds tracked by Wall St. Rank held AppFolio as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.