Savant Capital’s AppFolio APPF Stock Holding History

Savant Capital’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	-8,601	Closed	-$2.12M	–	1096
2024 Q4	$2.12M	Sell	8,601 -1,141	-12%	-$267K	0.02%	424
2024 Q3	$2.29M	Buy	+9,742	New	+$2.28M	0.02%	393
2024 Q2	–	Sell	-2,381	Closed	-$587K	–	1268
2024 Q1	$587K	Buy	+2,381	New	+$513K	0.01%	684

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

GGHC

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Savant Capital's APPF Position: Q1 2025 in Review

Savant Capital sold out of AppFolio (APPF) in Q1 2025, closing a stake of 8,601 shares — an estimated $2.12M sold.

Savant Capital first reported a position in APPF in Q1 2024 and held it in 3 quarters. The position peaked at $2.29M in Q3 2024. 381 funds tracked by Wall St. Rank hold APPF as of Q1 2025.

Savant Capital reported no remaining AppFolio position as of Q1 2025 after selling out during the quarter.
Savant Capital sold 8,601 AppFolio shares in Q1 2025, an estimated $2.12M.
Savant Capital first reported a position in AppFolio in Q1 2024 and held it in 3 quarters.
Savant Capital's AppFolio position peaked at $2.29M in Q3 2024.
381 funds tracked by Wall St. Rank held AppFolio as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.