SVB Wealth’s AppFolio APPF Stock Holding History

SVB Wealth’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 Q2	–	Sell	-42	Closed	-$9.23K	–	531
2025 Q1	$9.23K	Buy	+42	New	+$9.63K	﹤0.01%	904

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

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

GGHC

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

SVB Wealth's APPF Position: Q2 2025 in Review

SVB Wealth sold out of AppFolio (APPF) in Q2 2025, closing a stake of 42 shares — an estimated $9.23K sold.

SVB Wealth first reported a position in APPF in Q1 2025 and held it in 1 quarter. The position peaked at $9.23K in Q1 2025. 385 funds tracked by Wall St. Rank hold APPF as of Q2 2025.

SVB Wealth reported no remaining AppFolio position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 42 AppFolio shares in Q2 2025, an estimated $9.23K.
SVB Wealth first reported a position in AppFolio in Q1 2025 and held it in 1 quarter.
SVB Wealth's AppFolio position peaked at $9.23K in Q1 2025.
385 funds tracked by Wall St. Rank held AppFolio as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.