Rathbones Group’s AppFolio APPF Stock Holding History

Rathbones 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 Q3	–	Sell	-2,000	Closed	-$461K	–	642
2025 Q2	$461K	Hold	2,000	–	–	﹤0.01%	441
2025 Q1	$440K	Sell	2,000 -4,187	-68%	-$961K	﹤0.01%	424
2024 Q4	$1.53M	Buy	6,187 +771	+14%	+$181K	0.01%	302
2024 Q3	$1.27M	Buy	5,416 +370	+7%	+$86.6K	0.01%	306
2024 Q2	$1.23M	Hold	5,046	–	–	0.01%	303
2024 Q1	$1.25M	Buy	5,046 +2,000	+66%	+$431K	0.01%	300
2023 Q4	$528K	Hold	3,046	–	–	﹤0.01%	394
2023 Q3	$556K	Buy	+3,046	New	+$552K	﹤0.01%	385
2021 Q1	–	Sell	-13,750	Closed	-$2.48M	–	404
2020 Q4	$2.48M	Hold	13,750	–	–	0.04%	175
2020 Q3	$1.95M	Hold	13,750	–	–	0.03%	180
2020 Q2	$2.24M	Hold	13,750	–	–	0.05%	157
2020 Q1	$1.53M	Hold	13,750	–	–	0.04%	151
2019 Q4	$1.51M	Hold	13,750	–	–	0.04%	166
2019 Q3	$1.31M	Hold	13,750	–	–	0.04%	170
2019 Q2	$1.41M	Hold	13,750	–	–	0.04%	160
2019 Q1	$1.09M	Hold	13,750	–	–	0.04%	173
2018 Q4	$814K	Hold	13,750	–	–	0.03%	183
2018 Q3	$1.08M	Hold	13,750	–	–	0.04%	169
2018 Q2	$841K	Hold	13,750	–	–	0.03%	178
2018 Q1	$562K	Hold	13,750	–	–	0.02%	203
2017 Q4	$571K	Hold	13,750	–	–	0.02%	205
2017 Q3	$659K	Hold	13,750	–	–	0.03%	197
2017 Q2	$448K	Hold	13,750	–	–	0.02%	221
2017 Q1	$374K	Hold	13,750	–	–	0.02%	234
2016 Q4	$328K	Hold	13,750	–	–	0.02%	233
2016 Q3	$267K	Buy	+13,750	New	+$239K	0.01%	255

Other funds holding APPF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Rathbones Group's APPF Position: Q3 2025 in Review

Rathbones Group sold out of AppFolio (APPF) in Q3 2025, closing a stake of 2,000 shares — an estimated $461K sold.

Rathbones Group first reported a position in APPF in Q3 2016 and held it in 26 quarters. The position peaked at $2.48M in Q4 2020. 412 funds tracked by Wall St. Rank hold APPF as of Q3 2025.

Rathbones Group reported no remaining AppFolio position as of Q3 2025 after selling out during the quarter.
Rathbones Group sold 2,000 AppFolio shares in Q3 2025, an estimated $461K.
Rathbones Group first reported a position in AppFolio in Q3 2016 and held it in 26 quarters.
Rathbones Group's AppFolio position peaked at $2.48M in Q4 2020.
412 funds tracked by Wall St. Rank held AppFolio as of Q3 2025.

Based on Rathbones Group's 13F filing for Q3 2025, filed 13 Nov 2025.