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Salem Investment Counselors’s AppFolio APPF Stock Holding History

Salem Investment Counselors’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
Q1 		– Sell
-500
Closed -$123K – 1224
2024
Q4 		$123K Buy
+500
New +$117K ﹤0.01% 421
2024
Q3 		– Sell
-21
Closed -$5.14K – 1189
2024
Q2 		$5.14K Buy
+21
New +$4.89K ﹤0.01% 926

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
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Salem Investment Counselors's APPF Position: Q1 2025 in Review

Salem Investment Counselors sold out of AppFolio (APPF) in Q1 2025, closing a stake of 500 shares — an estimated $123K sold.

Salem Investment Counselors first reported a position in APPF in Q2 2024 and held it in 2 quarters. The position peaked at $123K in Q4 2024. 381 funds tracked by Wall St. Rank hold APPF as of Q1 2025.

  • Salem Investment Counselors reported no remaining AppFolio position as of Q1 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 500 AppFolio shares in Q1 2025, an estimated $123K.
  • Salem Investment Counselors first reported a position in AppFolio in Q2 2024 and held it in 2 quarters.
  • Salem Investment Counselors's AppFolio position peaked at $123K in Q4 2024.
  • 381 funds tracked by Wall St. Rank held AppFolio as of Q1 2025.

Based on Salem Investment Counselors's 13F filing for Q1 2025, filed 16 Apr 2025.