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Saranac Partners’s AppFolio APPF Stock Holding History

Saranac Partners’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
-920
Closed -$254K – 84
2025
Q3 		$254K Buy
+920
New +$249K 0.05% 182

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State Street
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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 $33.3B AUM 44.76% 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 $1.88T AUM 44.46% 1-Year Est. Return

Saranac Partners's APPF Position: Q4 2025 in Review

Saranac Partners sold out of AppFolio (APPF) in Q4 2025, closing a stake of 920 shares — an estimated $254K sold.

Saranac Partners first reported a position in APPF in Q3 2025 and held it in 1 quarter. The position peaked at $254K in Q3 2025. 403 funds tracked by Wall St. Rank hold APPF as of Q4 2025.

  • Saranac Partners reported no remaining AppFolio position as of Q4 2025 after selling out during the quarter.
  • Saranac Partners sold 920 AppFolio shares in Q4 2025, an estimated $254K.
  • Saranac Partners first reported a position in AppFolio in Q3 2025 and held it in 1 quarter.
  • Saranac Partners's AppFolio position peaked at $254K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held AppFolio as of Q4 2025.

Based on Saranac Partners's 13F filing for Q4 2025, filed 6 Feb 2026.