IAA
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Independent Advisor Alliance’s AppFolio APPF Stock Holding History

Independent Advisor Alliance’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
-1,045
Closed -$243K – 1599
2025
Q4 		$243K Sell
1,045
-285
-21% -$67.7K 0.01% 869
2025
Q3 		$367K Sell
1,330
-295
-18% -$79.7K 0.01% 715
2025
Q2 		$374K Sell
1,625
-617
-28% -$134K 0.01% 669
2025
Q1 		$493K Sell
2,242
-365
-14% -$83.7K 0.02% 530
2024
Q4 		$643K Buy
2,607
+53
+2% +$12.4K 0.01% 867
2024
Q3 		$601K Sell
2,554
-148
-5% -$34.6K 0.02% 422
2024
Q2 		$661K Buy
2,702
+220
+9% +$51.3K 0.02% 401
2024
Q1 		$612K Sell
2,482
-75
-3% -$16.2K 0.02% 413
2023
Q4 		$443K Sell
2,557
-16
-0.6% -$3K 0.02% 462
2023
Q3 		$470K Sell
2,573
-30
-1% -$5.44K 0.02% 422
2023
Q2 		$448K Sell
2,603
-10
-0.4% -$1.46K 0.02% 448
2023
Q1 		$325K Buy
+2,613
New +$315K 0.02% 497
2022
Q4 		– Sell
-2,479
Closed -$260K – 435
2022
Q3 		$260K Buy
+2,479
New +$253K 0.02% 519
2021
Q1 		– Sell
-1,332
Closed -$240K – 595
2020
Q4 		$240K Buy
+1,332
New +$213K 0.02% 479
2020
Q3 		– Sell
-1,332
Closed -$217K – 495
2020
Q2 		$217K Buy
+1,332
New +$174K 0.02% 422

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

Independent Advisor Alliance's APPF Position: Q1 2026 in Review

Independent Advisor Alliance sold out of AppFolio (APPF) in Q1 2026, closing a stake of 1,045 shares — an estimated $243K sold.

Independent Advisor Alliance first reported a position in APPF in Q2 2020 and held it in 15 quarters. The position peaked at $661K in Q2 2024. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Independent Advisor Alliance reported no remaining AppFolio position as of Q1 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,045 AppFolio shares in Q1 2026, an estimated $243K.
  • Independent Advisor Alliance first reported a position in AppFolio in Q2 2020 and held it in 15 quarters.
  • Independent Advisor Alliance's AppFolio position peaked at $661K in Q2 2024.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.