NPT
APPF icon

National Philanthropic Trust’s AppFolio APPF Stock Holding History

National Philanthropic Trust’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
-1,850
Closed -$510K – 389
2025
Q3 		$510K Sell
1,850
-1,850
-50% -$500K 0.01% 231
2025
Q2 		$852K Hold
3,700
– – 0.01% 186
2025
Q1 		$814K Hold
3,700
– – 0.01% 174
2024
Q4 		$913K Buy
+3,700
New +$866K 0.01% 180

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
NCM
Nellore Capital Management Redwood City, California $901M AUM 6.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

National Philanthropic Trust's APPF Position: Q4 2025 in Review

National Philanthropic Trust sold out of AppFolio (APPF) in Q4 2025, closing a stake of 1,850 shares — an estimated $510K sold.

National Philanthropic Trust first reported a position in APPF in Q4 2024 and held it in 4 quarters. The position peaked at $913K in Q4 2024. 403 funds tracked by Wall St. Rank hold APPF as of Q4 2025.

  • National Philanthropic Trust reported no remaining AppFolio position as of Q4 2025 after selling out during the quarter.
  • National Philanthropic Trust sold 1,850 AppFolio shares in Q4 2025, an estimated $510K.
  • National Philanthropic Trust first reported a position in AppFolio in Q4 2024 and held it in 4 quarters.
  • National Philanthropic Trust's AppFolio position peaked at $913K in Q4 2024.
  • 403 funds tracked by Wall St. Rank held AppFolio as of Q4 2025.

Based on National Philanthropic Trust's 13F filing for Q4 2025, filed 15 May 2026.