Ownership history in SUMMIT SECURITIES GROUP LLC · 4 quarters on record
This page tracks every 13F SEC filing in which SUMMIT SECURITIES GROUP LLC reported a position in APPFOLIO INC (APPF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 173 | +100 | +137.0% | 0.01% | $48K | $275.66 |
| 2025 Q1 | REDUCED | 73 | -41 | -36.0% | 0.00% | $16K | $219.90 |
| 2023 Q4 | REDUCED | 114 | -10,571 | -98.9% | 0.00% | $20K | $173.24 |
| 2016 Q2 | INITIATED | 10,685 | — | — | 0.08% | $155K | $14.46 |
As of 2025 Q4 — sorted by position size