Picton Mahoney Asset Management’s AppFolio APPF Stock Holding History

Picton Mahoney Asset Management’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	-2,814	Closed	-$775K	–	1213
2025 Q3	$775K	Buy	+2,814	New	+$760K	0.01%	560
2025 Q1	–	Sell	-19,709	Closed	-$4.86M	–	923
2024 Q4	$4.86M	Sell	19,709 -10,302	-34%	-$2.41M	0.1%	187
2024 Q3	$7.07M	Buy	30,011 +5,910	+25%	+$1.38M	0.23%	137
2024 Q2	$5.89M	Sell	24,101 -17	-0.1%	-$3.96K	0.23%	145
2024 Q1	$5.95M	Buy	24,118 +11,396	+90%	+$2.46M	0.18%	136
2023 Q4	$2.2M	Buy	+12,722	New	+$2.38M	0.06%	199

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

Picton Mahoney Asset Management's APPF Position: Q4 2025 in Review

Picton Mahoney Asset Management sold out of AppFolio (APPF) in Q4 2025, closing a stake of 2,814 shares — an estimated $775K sold.

Picton Mahoney Asset Management first reported a position in APPF in Q4 2023 and held it in 6 quarters. The position peaked at $7.07M in Q3 2024. 403 funds tracked by Wall St. Rank hold APPF as of Q4 2025.

Picton Mahoney Asset Management reported no remaining AppFolio position as of Q4 2025 after selling out during the quarter.
Picton Mahoney Asset Management sold 2,814 AppFolio shares in Q4 2025, an estimated $775K.
Picton Mahoney Asset Management first reported a position in AppFolio in Q4 2023 and held it in 6 quarters.
Picton Mahoney Asset Management's AppFolio position peaked at $7.07M in Q3 2024.
403 funds tracked by Wall St. Rank held AppFolio as of Q4 2025.

Based on Picton Mahoney Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.