Newbridge Financial Services Group’s AppFolio APPF Stock Holding History

Newbridge Financial Services 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	-786	Closed	-$217K	–	1194
2025 Q3	$217K	Buy	+786	New	+$212K	0.03%	285
2022 Q2	–	Sell	-17	Closed	-$2K	–	1357
2022 Q1	$2K	Hold	17	–	–	﹤0.01%	1265
2021 Q4	$2K	Buy	17 +14	+467%	+$1.77K	﹤0.01%	1214
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	1220
2021 Q2	$0	Buy	3 +2	+200%	+$278	﹤0.01%	1427
2021 Q1	$1K	Sell	1 -8	-89%	-$1.24K	﹤0.01%	1229
2020 Q4	$2K	Hold	9	–	–	﹤0.01%	948
2020 Q3	$1K	Buy	+9	New	+$1.39K	﹤0.01%	954

Other funds holding APPF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

ACM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

NCM

Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Newbridge Financial Services Group's APPF Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of AppFolio (APPF) in Q4 2025, closing a stake of 786 shares — an estimated $217K sold.

Newbridge Financial Services Group first reported a position in APPF in Q3 2020 and held it in 8 quarters. The position peaked at $217K in Q3 2025. 403 funds tracked by Wall St. Rank hold APPF as of Q4 2025.

Newbridge Financial Services Group reported no remaining AppFolio position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 786 AppFolio shares in Q4 2025, an estimated $217K.
Newbridge Financial Services Group first reported a position in AppFolio in Q3 2020 and held it in 8 quarters.
Newbridge Financial Services Group's AppFolio position peaked at $217K in Q3 2025.
403 funds tracked by Wall St. Rank held AppFolio as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.