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Appfolio shares owned by First Foundation Advisors

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

Historical chart of First Foundation Advisors investment in Appfolio

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Appfolio by First Foundation Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $271k 1.1k 246.74
2023-09-30 $209k 1.1k 182.63

More positions owned by First Foundation Advisors

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
United Parcel Service CL B (UPS)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Rus Mid Cap Etf (IWR)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)

View all positions for First Foundation Advisors

Top funds holding Appfolio

BlackRock
Vanguard Group
Ashe Capital Management
Fred Alger Management
Geode Capital Management
Morgan Stanley
Gilder, Gagnon, Howe & Co
Df Dent & Co
New York State Common Retirement Fund
Jennifer Ranahan
Nellore Capital Management
Lord, Abbett & Co
T. Rowe Price Associates
Bank of New York Mellon
Nuveen Asset Management

View all funds holding Appfolio