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Shelton Capital Management’s AppFolio APPF Stock Holding History

Shelton Capital Management’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
-824
Closed -$227K – 708
2025
Q3 		$227K Buy
+824
New +$223K ﹤0.01% 625
2025
Q1 		– Sell
-853
Closed -$210K – 703
2024
Q4 		$210K Hold
853
– – 0.01% 675
2024
Q3 		$201K Hold
853
– – 0.01% 720
2024
Q2 		$209K Buy
+853
New +$199K 0.01% 675

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
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
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 $30.3B AUM 33.75% 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 $1.61T AUM 30.72% 1-Year Est. Return

Shelton Capital Management's APPF Position: Q4 2025 in Review

Shelton Capital Management sold out of AppFolio (APPF) in Q4 2025, closing a stake of 824 shares — an estimated $227K sold.

Shelton Capital Management first reported a position in APPF in Q2 2024 and held it in 4 quarters. The position peaked at $227K in Q3 2025. 403 funds tracked by Wall St. Rank hold APPF as of Q4 2025.

  • Shelton Capital Management reported no remaining AppFolio position as of Q4 2025 after selling out during the quarter.
  • Shelton Capital Management sold 824 AppFolio shares in Q4 2025, an estimated $227K.
  • Shelton Capital Management first reported a position in AppFolio in Q2 2024 and held it in 4 quarters.
  • Shelton Capital Management's AppFolio position peaked at $227K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held AppFolio as of Q4 2025.

Based on Shelton Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.