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Sax Wealth Advisors’s AppFolio APPF Stock Holding History

Sax Wealth 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
Q1 		– Sell
-1,002
Closed -$247K – 363
2024
Q4 		$247K Sell
1,002
-197
-16% -$46.1K 0.02% 292
2024
Q3 		$282K Buy
1,199
+164
+16% +$38.4K 0.03% 227
2024
Q2 		$253K Buy
+1,035
New +$241K 0.02% 231

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Sax Wealth Advisors's APPF Position: Q1 2025 in Review

Sax Wealth Advisors sold out of AppFolio (APPF) in Q1 2025, closing a stake of 1,002 shares — an estimated $247K sold.

Sax Wealth Advisors first reported a position in APPF in Q2 2024 and held it in 3 quarters. The position peaked at $282K in Q3 2024. 381 funds tracked by Wall St. Rank hold APPF as of Q1 2025.

  • Sax Wealth Advisors reported no remaining AppFolio position as of Q1 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 1,002 AppFolio shares in Q1 2025, an estimated $247K.
  • Sax Wealth Advisors first reported a position in AppFolio in Q2 2024 and held it in 3 quarters.
  • Sax Wealth Advisors's AppFolio position peaked at $282K in Q3 2024.
  • 381 funds tracked by Wall St. Rank held AppFolio as of Q1 2025.

Based on Sax Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.