SYM Financial Corp’s AppFolio APPF Stock Holding History

SYM Financial Corp’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 Q1	–	Sell	-1,182	Closed	-$292K	–	355
2024 Q4	$292K	Buy	+1,182	New	+$277K	0.04%	163

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

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

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

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

BCM

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

GGHC

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

SYM Financial Corp's APPF Position: Q1 2025 in Review

SYM Financial Corp sold out of AppFolio (APPF) in Q1 2025, closing a stake of 1,182 shares — an estimated $292K sold.

SYM Financial Corp first reported a position in APPF in Q4 2024 and held it in 1 quarter. The position peaked at $292K in Q4 2024. 381 funds tracked by Wall St. Rank hold APPF as of Q1 2025.

SYM Financial Corp reported no remaining AppFolio position as of Q1 2025 after selling out during the quarter.
SYM Financial Corp sold 1,182 AppFolio shares in Q1 2025, an estimated $292K.
SYM Financial Corp first reported a position in AppFolio in Q4 2024 and held it in 1 quarter.
SYM Financial Corp's AppFolio position peaked at $292K in Q4 2024.
381 funds tracked by Wall St. Rank held AppFolio as of Q1 2025.

Based on SYM Financial Corp's 13F filing for Q1 2025, filed 6 May 2025.