APPF APPFOLIO INC

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.

Peak position
0.08% (2016 Q2)
Avg. % of fund
0.02%
First filed
2016 Q2
Last filed
2025 Q3
Quarters held
4
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
% of Fund (quarterly)    APPF price (monthly, adj. close)
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