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Rise Advisors’s AppFolio APPF Stock Holding History

Rise Advisors’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
-48
Closed -$13.2K – 191
2025
Q3 		$13.2K Hold
48
– – ﹤0.01% 838
2025
Q2 		$11.1K Hold
48
– – ﹤0.01% 936
2025
Q1 		$10.6K Hold
48
– – ﹤0.01% 931
2024
Q4 		$11.8K Hold
48
– – 0.01% 938
2024
Q3 		$11.3K Hold
48
– – 0.01% 978
2024
Q2 		$11.7K Hold
48
– – 0.01% 952
2024
Q1 		$11.8K Buy
+48
New +$10.4K 0.01% 1004

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
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
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rise Advisors's APPF Position: Q4 2025 in Review

Rise Advisors sold out of AppFolio (APPF) in Q4 2025, closing a stake of 48 shares — an estimated $13.2K sold.

Rise Advisors first reported a position in APPF in Q1 2024 and held it in 7 quarters. The position peaked at $13.2K in Q3 2025. 403 funds tracked by Wall St. Rank hold APPF as of Q4 2025.

  • Rise Advisors reported no remaining AppFolio position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 48 AppFolio shares in Q4 2025, an estimated $13.2K.
  • Rise Advisors first reported a position in AppFolio in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's AppFolio position peaked at $13.2K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held AppFolio as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.