NEI
APPF icon

Northwest & Ethical Investments’s AppFolio APPF Stock Holding History

Northwest & Ethical Investments’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
Q1 		– Sell
-450
Closed -$111K – 474
2024
Q4 		$111K Sell
450
-275
-38% -$64.4K ﹤0.01% 435
2024
Q3 		$171K Buy
725
+100
+16% +$23.4K ﹤0.01% 431
2024
Q2 		$153K Hold
625
– – ﹤0.01% 421
2024
Q1 		$154K Buy
+625
New +$135K ﹤0.01% 414

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Northwest & Ethical Investments's APPF Position: Q1 2025 in Review

Northwest & Ethical Investments sold out of AppFolio (APPF) in Q1 2025, closing a stake of 450 shares — an estimated $111K sold.

Northwest & Ethical Investments first reported a position in APPF in Q1 2024 and held it in 4 quarters. The position peaked at $171K in Q3 2024. 381 funds tracked by Wall St. Rank hold APPF as of Q1 2025.

  • Northwest & Ethical Investments reported no remaining AppFolio position as of Q1 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 450 AppFolio shares in Q1 2025, an estimated $111K.
  • Northwest & Ethical Investments first reported a position in AppFolio in Q1 2024 and held it in 4 quarters.
  • Northwest & Ethical Investments's AppFolio position peaked at $171K in Q3 2024.
  • 381 funds tracked by Wall St. Rank held AppFolio as of Q1 2025.

Based on Northwest & Ethical Investments's 13F filing for Q1 2025, filed 13 May 2025.