HighTower Advisors
APPF icon

HighTower Advisors’s AppFolio APPF Stock Holding History

HighTower Advisors’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
-1,802
Closed -$419K – 3806
2025
Q4 		$419K Sell
1,802
-407
-18% -$96.7K ﹤0.01% 2769
2025
Q3 		$609K Sell
2,209
-342
-13% -$92.4K ﹤0.01% 2456
2025
Q2 		$588K Sell
2,551
-331
-11% -$72.1K ﹤0.01% 2383
2025
Q1 		$634K Buy
2,882
+1,397
+94% +$320K ﹤0.01% 2279
2024
Q4 		$366K Buy
1,485
+559
+60% +$131K ﹤0.01% 2729
2024
Q3 		$213K Sell
926
-46
-5% -$10.8K ﹤0.01% 3085
2024
Q2 		$237K Sell
972
-154
-14% -$35.9K ﹤0.01% 2903
2024
Q1 		$281K Buy
+1,126
New +$243K ﹤0.01% 2723
2022
Q2 		– Sell
-2,091
Closed -$234K – 3239
2022
Q1 		$234K Sell
2,091
-260
-11% -$29.9K ﹤0.01% 2710
2021
Q4 		$284K Buy
2,351
+84
+4% +$10.6K ﹤0.01% 2505
2021
Q3 		$273K Buy
2,267
+163
+8% +$21.2K ﹤0.01% 2482
2021
Q2 		$297K Buy
2,104
+405
+24% +$56.2K ﹤0.01% 2376
2021
Q1 		$239K Buy
1,699
+7
+0.4% +$1.09K ﹤0.01% 2461
2020
Q4 		$307K Buy
+1,692
New +$271K ﹤0.01% 1912
2020
Q3 		– Sell
-1,454
Closed -$239K – 2546
2020
Q2 		$239K Buy
+1,454
New +$190K ﹤0.01% 1878

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

HighTower Advisors's APPF Position: Q1 2026 in Review

HighTower Advisors sold out of AppFolio (APPF) in Q1 2026, closing a stake of 1,802 shares — an estimated $419K sold.

HighTower Advisors first reported a position in APPF in Q2 2020 and held it in 15 quarters. The position peaked at $634K in Q1 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • HighTower Advisors reported no remaining AppFolio position as of Q1 2026 after selling out during the quarter.
  • HighTower Advisors sold 1,802 AppFolio shares in Q1 2026, an estimated $419K.
  • HighTower Advisors first reported a position in AppFolio in Q2 2020 and held it in 15 quarters.
  • HighTower Advisors's AppFolio position peaked at $634K in Q1 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

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