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APPF icon

Covestor’s AppFolio APPF Stock Holding History

Covestor’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$85K Sell
539
-422
-44% -$80K 0.06% 366
2025
Q4 		$224K Sell
961
-79
-8% -$18.8K 0.12% 179
2025
Q3 		$286K Sell
1,040
-53
-5% -$14.3K 0.16% 93
2025
Q2 		$252K Buy
1,093
+60
+6% +$13.1K 0.15% 102
2025
Q1 		$227K Sell
1,033
-85
-8% -$19.5K 0.15% 116
2024
Q4 		$276K Buy
1,118
+319
+40% +$74.7K 0.17% 74
2024
Q3 		$188K Buy
799
+307
+62% +$71.8K 0.12% 201
2024
Q2 		$120K Sell
492
-58
-11% -$13.5K 0.08% 386
2024
Q1 		$136K Buy
550
+293
+114% +$63.2K 0.09% 329
2023
Q4 		$45K Buy
257
+115
+81% +$21.5K 0.03% 894
2023
Q3 		$26K Sell
142
-146
-51% -$26.5K 0.02% 1018
2023
Q2 		$50K Sell
288
-183
-39% -$26.6K 0.04% 775
2023
Q1 		$59K Hold
471
– – 0.05% 641
2022
Q4 		$50K Buy
471
+467
+11,675% +$52K 0.04% 719
2022
Q3 		$0 Buy
4
+2
+100% +$204 ﹤0.01% 1946
2022
Q2 		$0 Sell
2
-1
-33% -$101 ﹤0.01% 1873
2022
Q1 		$0 Sell
3
-1
-25% -$115 ﹤0.01% 2074
2021
Q4 		$1K Buy
+4
New +$507 ﹤0.01% 1628

Other funds holding APPF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Covestor's APPF Position: Q1 2026 in Review

Covestor reduced its AppFolio (APPF) stake by 44% in Q1 2026, selling an estimated $80K and leaving 539 shares worth $85K. The position accounts for 0.06% of the portfolio, ranked #366.

Covestor first reported a position in APPF in Q4 2021 and has held it in 18 quarters since. The position peaked at $286K in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Covestor held 539 shares of AppFolio worth $85K as of Q1 2026.
  • Covestor sold 422 AppFolio shares in Q1 2026, an estimated $80K.
  • AppFolio made up 0.06% of Covestor's portfolio in Q1 2026, its #366 holding.
  • Covestor first reported a position in AppFolio in Q4 2021 and has held it in 18 quarters since.
  • Covestor's AppFolio position peaked at $286K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.