HIA
APPF icon

Harbor Investment Advisory’s AppFolio APPF Stock Holding History

Harbor Investment Advisory’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 		– Sell
-467
Closed -$109K – 1237
2025
Q4 		$109K Hold
467
– – 0.01% 496
2025
Q3 		$129K Hold
467
– – 0.01% 461
2025
Q2 		$108K Hold
467
– – 0.01% 474
2025
Q1 		$103K Hold
467
– – 0.01% 468
2024
Q4 		$115K Hold
467
– – 0.01% 430
2024
Q3 		$110K Hold
467
– – 0.01% 441
2024
Q2 		$114K Hold
467
– – 0.01% 416
2024
Q1 		$115K Sell
467
-85
-15% -$18.3K 0.01% 421
2023
Q4 		$95.6K Hold
552
– – 0.01% 431
2023
Q3 		$101K Hold
552
– – 0.01% 395
2023
Q2 		$95K Buy
552
+17
+3% +$2.48K 0.01% 515
2023
Q1 		$66.6K Buy
535
+126
+31% +$15.2K 0.01% 624
2022
Q4 		$43.1K Buy
+409
New +$45.5K 0.01% 723

Other funds holding APPF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $3.37T AUM 44.26% 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

Harbor Investment Advisory's APPF Position: Q1 2026 in Review

Harbor Investment Advisory sold out of AppFolio (APPF) in Q1 2026, closing a stake of 467 shares — an estimated $109K sold.

Harbor Investment Advisory first reported a position in APPF in Q4 2022 and held it in 13 quarters. The position peaked at $129K in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Harbor Investment Advisory reported no remaining AppFolio position as of Q1 2026 after selling out during the quarter.
  • Harbor Investment Advisory sold 467 AppFolio shares in Q1 2026, an estimated $109K.
  • Harbor Investment Advisory first reported a position in AppFolio in Q4 2022 and held it in 13 quarters.
  • Harbor Investment Advisory's AppFolio position peaked at $129K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.