SGI
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Summit Global Investments’s AppFolio APPF Stock Holding History

Summit Global 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
2025
Q3 		– Sell
-1,577
Closed -$363K – 474
2025
Q2 		$363K Sell
1,577
-75
-5% -$16.3K 0.02% 361
2025
Q1 		$363K Buy
1,652
+40
+2% +$9.18K 0.03% 342
2024
Q4 		$398K Sell
1,612
-1,613
-50% -$378K 0.02% 403
2024
Q3 		$759K Buy
+3,225
New +$755K 0.05% 285
2024
Q1 		– Sell
-7,202
Closed -$1.25M – 500
2023
Q4 		$1.25M Buy
+7,202
New +$1.35M 0.08% 203
2021
Q4 		– Sell
-3,500
Closed -$421K – 544
2021
Q3 		$421K Sell
3,500
-700
-17% -$90.9K 0.03% 339
2021
Q2 		$593K Sell
4,200
-35
-0.8% -$4.86K 0.04% 318
2021
Q1 		$599K Buy
+4,235
New +$658K 0.04% 306
2018
Q4 		– Sell
-10,900
Closed -$855K – 257
2018
Q3 		$855K Buy
10,900
+300
+3% +$22.7K 0.11% 147
2018
Q2 		$648K Buy
+10,600
New +$577K 0.1% 202

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return