Oliver Lagore Vanvalin Investment Group’s AppFolio APPF Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$89.9K	Buy	+409	New	+$89.2K	0.04%	190

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

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's APPF Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in AppFolio (APPF) in Q2 2025: 409 shares worth $89.9K. The stake represents 0.04% of the portfolio and ranks #190 among its holdings.

385 funds tracked by Wall St. Rank hold APPF as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 409 shares of AppFolio worth $89.9K as of Q2 2025.
AppFolio was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
AppFolio made up 0.04% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #190 holding.
385 funds tracked by Wall St. Rank held AppFolio as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.