VCA
APPF icon

Verdence Capital Advisors’s AppFolio APPF Stock Holding History

Verdence Capital Advisors’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
2026
Q1 		$892K Buy
5,649
+1,218
+27% +$231K 0.05% 309
2025
Q4 		$1.03M Buy
4,431
+36
+0.8% +$8.55K 0.06% 272
2025
Q3 		$1.08M Buy
4,395
+200
+5% +$54K 0.06% 297
2025
Q2 		$966K Buy
4,195
+1,302
+45% +$284K 0.07% 268
2025
Q1 		$636K Buy
2,893
+10
+0.3% +$2.29K 0.05% 319
2024
Q4 		$711K Buy
2,883
+741
+35% +$173K 0.06% 303
2024
Q3 		$504K Buy
2,142
+320
+18% +$74.9K 0.04% 372
2024
Q2 		$446K Sell
1,822
-519
-22% -$121K 0.04% 369
2024
Q1 		$578K Buy
2,341
+227
+11% +$49K 0.05% 326
2023
Q4 		$366K Buy
2,114
+55
+3% +$10.3K 0.04% 406
2023
Q3 		$376K Buy
2,059
+139
+7% +$25.2K 0.04% 378
2023
Q2 		$331K Sell
1,920
-223
-10% -$32.5K 0.04% 390
2023
Q1 		$267K Buy
+2,143
New +$259K 0.03% 456

Other funds holding APPF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return