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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Summit Global Investments's APPF Position: Q3 2025 in Review

Summit Global Investments sold out of AppFolio (APPF) in Q3 2025, closing a stake of 1,577 shares — an estimated $363K sold.

Summit Global Investments first reported a position in APPF in Q2 2018 and held it in 10 quarters. The position peaked at $1.25M in Q4 2023. 412 funds tracked by Wall St. Rank hold APPF as of Q3 2025.

Summit Global Investments reported no remaining AppFolio position as of Q3 2025 after selling out during the quarter.
Summit Global Investments sold 1,577 AppFolio shares in Q3 2025, an estimated $363K.
Summit Global Investments first reported a position in AppFolio in Q2 2018 and held it in 10 quarters.
Summit Global Investments's AppFolio position peaked at $1.25M in Q4 2023.
412 funds tracked by Wall St. Rank held AppFolio as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.