Stephens Consulting’s AppFolio APPF Stock Holding History

Stephens Consulting’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 Q3	–	Sell	-2	Closed	-$461	–	442
2025 Q2	$461	Buy	+2	New	+$436	﹤0.01%	920

Other funds holding APPF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stephens Consulting's APPF Position: Q3 2025 in Review

Stephens Consulting sold out of AppFolio (APPF) in Q3 2025, closing a stake of 2 shares — an estimated $461 sold.

Stephens Consulting first reported a position in APPF in Q2 2025 and held it in 1 quarter. The position peaked at $461 in Q2 2025. 412 funds tracked by Wall St. Rank hold APPF as of Q3 2025.

Stephens Consulting reported no remaining AppFolio position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 2 AppFolio shares in Q3 2025, an estimated $461.
Stephens Consulting first reported a position in AppFolio in Q2 2025 and held it in 1 quarter.
Stephens Consulting's AppFolio position peaked at $461 in Q2 2025.
412 funds tracked by Wall St. Rank held AppFolio as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.