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Wallace Advisory Group’s AppFolio APPF Stock Holding History

Wallace Advisory 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
Q3 		– Sell
-1,134
Closed -$249K – 170
2025
Q2 		$249K Buy
+1,134
New +$247K 0.18% 152

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wallace Advisory Group's APPF Position: Q3 2025 in Review

Wallace Advisory Group sold out of AppFolio (APPF) in Q3 2025, closing a stake of 1,134 shares — an estimated $249K sold.

Wallace Advisory Group first reported a position in APPF in Q2 2025 and held it in 1 quarter. The position peaked at $249K in Q2 2025. 412 funds tracked by Wall St. Rank hold APPF as of Q3 2025.

  • Wallace Advisory Group reported no remaining AppFolio position as of Q3 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 1,134 AppFolio shares in Q3 2025, an estimated $249K.
  • Wallace Advisory Group first reported a position in AppFolio in Q2 2025 and held it in 1 quarter.
  • Wallace Advisory Group's AppFolio position peaked at $249K in Q2 2025.
  • 412 funds tracked by Wall St. Rank held AppFolio as of Q3 2025.

Based on Wallace Advisory Group's 13F filing for Q3 2025, filed 16 Oct 2025.