Orion Portfolio Solutions’s AppFolio APPF Stock Holding History

Orion Portfolio Solutions’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	$3.03M	Buy	13,757 +6,161	+81%	+$1.41M	0.03%	530
2024 Q4	$1.87M	Sell	7,596 -166	-2%	-$38.9K	0.02%	738
2024 Q3	$1.83M	Sell	7,762 -1,319	-15%	-$309K	0.02%	737
2024 Q2	$2.22M	Sell	9,081 -947	-9%	-$221K	0.02%	604
2024 Q1	$2.47M	Buy	10,028 +395	+4%	+$85.2K	0.03%	560
2023 Q4	$1.61M	Sell	9,633 -745	-7%	-$140K	0.02%	735
2023 Q3	$1.9M	Sell	10,378 -763	-7%	-$138K	0.02%	636
2023 Q2	$1.92M	Sell	11,141 -882	-7%	-$128K	0.02%	671
2023 Q1	$1.5M	Buy	+12,023	New	+$1.45M	0.02%	714

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $8.34B AUM 46.58% 1-Year Est. Return

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

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

Orion Portfolio Solutions's APPF Position: Q1 2025 in Review

Orion Portfolio Solutions increased its AppFolio (APPF) stake by 81% in Q1 2025, buying an estimated $1.41M and bringing the position to 13,757 shares worth $3.03M. The position accounts for 0.03% of the portfolio, ranked #530.

Orion Portfolio Solutions first reported a position in APPF in Q1 2023 and has held it in 9 quarters since. 381 funds tracked by Wall St. Rank hold APPF as of Q1 2025.

Orion Portfolio Solutions held 13,757 shares of AppFolio worth $3.03M as of Q1 2025.
Orion Portfolio Solutions bought 6,161 AppFolio shares in Q1 2025, an estimated $1.41M.
AppFolio made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #530 holding.
Orion Portfolio Solutions first reported a position in AppFolio in Q1 2023 and has held it in 9 quarters since.
381 funds tracked by Wall St. Rank held AppFolio as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.