SEI Investments
APPF icon

SEI Investments’s AppFolio APPF Stock Holding History

SEI Investments’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
2026
Q1 		$11.1M Buy
70,495
+30,488
+76% +$5.78M 0.01% 1085
2025
Q4 		$9.31M Buy
40,007
+7,318
+22% +$1.74M 0.01% 1085
2025
Q3 		$9.01M Sell
32,689
-10,287
-24% -$2.78M 0.01% 1057
2025
Q2 		$9.9M Sell
42,976
-18,821
-30% -$4.1M 0.01% 995
2025
Q1 		$13.6M Buy
61,797
+15,971
+35% +$3.66M 0.02% 857
2024
Q4 		$11.3M Buy
45,826
+3,935
+9% +$921K 0.01% 933
2024
Q3 		$9.86M Buy
41,891
+3,612
+9% +$845K 0.01% 1001
2024
Q2 		$9.36M Buy
38,279
+241
+0.6% +$56.1K 0.01% 955
2024
Q1 		$9.39M Buy
38,038
+29,752
+359% +$6.42M 0.01% 941
2023
Q4 		$1.44M Buy
8,286
+1,467
+22% +$275K ﹤0.01% 1737
2023
Q3 		$1.25M Buy
+6,819
New +$1.24M ﹤0.01% 1812
2019
Q2 		– Sell
-144
Closed -$3K – 2396
2019
Q1 		$3K Sell
144
-10,976
-99% -$734K ﹤0.01% 2845
2018
Q4 		$854K Buy
11,120
+946
+9% +$57.4K ﹤0.01% 1577
2018
Q3 		$798K Buy
10,174
+9,973
+4,962% +$754K ﹤0.01% 1536
2018
Q2 		$12K Sell
201
-3,197
-94% -$174K ﹤0.01% 2940
2018
Q1 		$139K Sell
3,398
-2,169
-39% -$90.3K ﹤0.01% 2012
2017
Q4 		$231K Sell
5,567
-148
-3% -$6.63K ﹤0.01% 1868
2017
Q3 		$274K Buy
5,715
+2,143
+60% +$84.2K ﹤0.01% 1782
2017
Q2 		$117K Buy
3,572
+3,565
+50,929% +$102K ﹤0.01% 2025
2017
Q1 		$0 Buy
+7
New +$167 ﹤0.01% 2902

Other funds holding APPF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return