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Appfolio shares owned by Assetmark

Quarter-by-quarter ownership of Appfolio (APPF) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Appfolio

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All positions including Appfolio held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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