SageView Advisory Group’s AppFolio APPF Stock Holding History

SageView Advisory 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 Q4	$4.65K	Buy	+20	New	+$4.75K	﹤0.01%	1988

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

SageView Advisory Group's APPF Position: Q4 2025 in Review

SageView Advisory Group opened a new position in AppFolio (APPF) in Q4 2025: 20 shares worth $4.65K. The stake represents ﹤0.01% of the portfolio and ranks #1988 among its holdings.

403 funds tracked by Wall St. Rank hold APPF as of Q4 2025.

SageView Advisory Group held 20 shares of AppFolio worth $4.65K as of Q4 2025.
AppFolio was a new SageView Advisory Group position in Q4 2025.
AppFolio made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1988 holding.
403 funds tracked by Wall St. Rank held AppFolio as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.