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HM Payson & Co’s AppFolio APPF Stock Holding History

HM Payson & Co’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
-39
Closed -$9.07K – 1130
2025
Q4 		$9.07K Buy
+39
New +$9.27K ﹤0.01% 929
2022
Q1 		– Sell
-89
Closed -$11K – 1050
2021
Q4 		$11K Buy
+89
New +$11.3K ﹤0.01% 847
2021
Q2 		– Sell
-191
Closed -$27K – 1090
2021
Q1 		$27K Hold
191
– – ﹤0.01% 702
2020
Q4 		$34K Sell
191
-52
-21% -$8.32K ﹤0.01% 676
2020
Q3 		$34K Buy
+243
New +$37.4K ﹤0.01% 628

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 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 $33.3B AUM 44.76% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HM Payson & Co's APPF Position: Q1 2026 in Review

HM Payson & Co sold out of AppFolio (APPF) in Q1 2026, closing a stake of 39 shares — an estimated $9.07K sold.

HM Payson & Co first reported a position in APPF in Q3 2020 and held it in 5 quarters. The position peaked at $34K in Q4 2020. 399 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • HM Payson & Co reported no remaining AppFolio position as of Q1 2026 after selling out during the quarter.
  • HM Payson & Co sold 39 AppFolio shares in Q1 2026, an estimated $9.07K.
  • HM Payson & Co first reported a position in AppFolio in Q3 2020 and held it in 5 quarters.
  • HM Payson & Co's AppFolio position peaked at $34K in Q4 2020.
  • 399 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.