PCM
APPF icon

Prelude Capital Management’s AppFolio APPF Stock Holding History

Prelude Capital 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
Q2 		– Sell
-934
Closed -$205K – 1009
2025
Q1 		$205K Sell
934
-587
-39% -$135K 0.02% 932
2024
Q4 		$375K Sell
1,521
-670
-31% -$157K 0.03% 703
2024
Q3 		$516K Sell
2,191
-755
-26% -$177K 0.04% 619
2024
Q2 		$721K Buy
2,946
+1,467
+99% +$342K 0.06% 389
2024
Q1 		$365K Buy
+1,479
New +$319K 0.03% 794
2023
Q4 		– Sell
-1,408
Closed -$257K – 1127
2023
Q3 		$257K Buy
+1,408
New +$255K 0.02% 755
2018
Q2 		– Sell
-1,800
Closed -$74K – 1657
2018
Q1 		$74K Buy
+1,800
New +$74.9K 0.01% 946

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
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