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Summit Securities Group’s AppFolio APPF Stock Holding History

Summit Securities Group’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
-173
Closed -$47.7K – 1006
2025
Q3 		$47.7K Buy
+173
New +$46.7K 0.01% 573
2025
Q2 		– Sell
-73
Closed -$16.1K – 1078
2025
Q1 		$16.1K Buy
+73
New +$16.7K ﹤0.01% 495
2024
Q1 		– Sell
-114
Closed -$20K – 455
2023
Q4 		$20K Buy
+114
New +$21.4K ﹤0.01% 469
2016
Q3 		– Sell
-10,685
Closed -$155K – 156
2016
Q2 		$155K Buy
+10,685
New +$143K 0.08% 206

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Securities Group's APPF Position: Q4 2025 in Review

Summit Securities Group sold out of AppFolio (APPF) in Q4 2025, closing a stake of 173 shares — an estimated $47.7K sold.

Summit Securities Group first reported a position in APPF in Q2 2016 and held it in 4 quarters. The position peaked at $155K in Q2 2016. 403 funds tracked by Wall St. Rank hold APPF as of Q4 2025.

  • Summit Securities Group reported no remaining AppFolio position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 173 AppFolio shares in Q4 2025, an estimated $47.7K.
  • Summit Securities Group first reported a position in AppFolio in Q2 2016 and held it in 4 quarters.
  • Summit Securities Group's AppFolio position peaked at $155K in Q2 2016.
  • 403 funds tracked by Wall St. Rank held AppFolio as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.