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Wealthspire Advisors (New York)’s AppFolio APPF Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-79
Closed -$21.8K – 1136
2025
Q3 		$21.8K Buy
+79
New +$21.3K ﹤0.01% 1637
2019
Q1 		– Sell
-350
Closed -$21K – 98
2018
Q4 		$21K Buy
+350
New +$21.2K ﹤0.01% 325

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s APPF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of AppFolio (APPF) in Q4 2025, closing a stake of 79 shares — an estimated $21.8K sold.

Wealthspire Advisors (New York) first reported a position in APPF in Q4 2018 and held it in 2 quarters. The position peaked at $21.8K in Q3 2025. 403 funds tracked by Wall St. Rank hold APPF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining AppFolio position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 79 AppFolio shares in Q4 2025, an estimated $21.8K.
  • Wealthspire Advisors (New York) first reported a position in AppFolio in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s AppFolio position peaked at $21.8K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held AppFolio as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.