Transce3nd’s AppFolio APPF Stock Holding History

Transce3nd’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	-21	Closed	-$4.62K	–	1218
2025 Q1	$4.62K	Sell	21 -317	-94%	-$72.7K	﹤0.01%	743
2024 Q4	$83.4K	Buy	+338	New	+$79.1K	0.03%	286

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 $3.37T AUM 44.26% 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

Transce3nd's APPF Position: Q2 2025 in Review

Transce3nd sold out of AppFolio (APPF) in Q2 2025, closing a stake of 21 shares — an estimated $4.62K sold.

Transce3nd first reported a position in APPF in Q4 2024 and held it in 2 quarters. The position peaked at $83.4K in Q4 2024. 385 funds tracked by Wall St. Rank hold APPF as of Q2 2025.

Transce3nd reported no remaining AppFolio position as of Q2 2025 after selling out during the quarter.
Transce3nd sold 21 AppFolio shares in Q2 2025, an estimated $4.62K.
Transce3nd first reported a position in AppFolio in Q4 2024 and held it in 2 quarters.
Transce3nd's AppFolio position peaked at $83.4K in Q4 2024.
385 funds tracked by Wall St. Rank held AppFolio as of Q2 2025.

Based on Transce3nd's 13F filing for Q2 2025, filed 13 Aug 2025.