Appfolio shares owned by Assetmark
Historical chart of Assetmark investment in Appfolio
Tip: Access up to 7 years of quarterly data
All positions including Appfolio held by Assetmark consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Appfolio by Assetmark
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 6.6k | 275.66 |
| 2025-06-30 | $1.5M | 6.7k | 230.28 |
| 2025-03-31 | $2.1M | 9.3k | 219.90 |
| 2024-12-31 | $634k | 2.6k | 246.72 |
| 2024-09-30 | $563k | 2.4k | 235.40 |
| 2024-06-30 | $78k | 319 | 244.57 |
| 2024-03-31 | $74k | 301 | 246.74 |
| 2023-12-31 | $52k | 301 | 173.24 |
| 2023-09-30 | $66k | 360 | 182.63 |
| 2023-06-30 | $62k | 360 | 172.14 |
| 2023-03-31 | $45k | 360 | 124.48 |