KCM Investment Advisors’s AppFolio APPF Stock Holding History

KCM Investment 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	$586K	Sell	3,716 -15,970	-81%	-$3.03M	0.02%	249
2025 Q4	$4.58M	Buy	+19,686	New	+$4.68M	0.15%	102
2024 Q2	–	Sell	-948	Closed	-$234K	–	370
2024 Q1	$234K	Buy	+948	New	+$204K	0.01%	352
2023 Q1	–	Sell	-2,383	Closed	-$251K	–	407
2022 Q4	$251K	Sell	2,383 -217	-8%	-$24.1K	0.01%	358
2022 Q3	$272K	Hold	2,600	–	–	0.01%	325
2022 Q2	$236K	Sell	2,600 -3,200	-55%	-$323K	0.01%	358
2022 Q1	$657K	Buy	5,800 +15	+0.3%	+$1.73K	0.02%	247
2021 Q4	$700K	Hold	5,785	–	–	0.02%	253
2021 Q3	$697K	Buy	+5,785	New	+$752K	0.03%	234

Other funds holding APPF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KCM Investment Advisors's APPF Position: Q1 2026 in Review

KCM Investment Advisors reduced its AppFolio (APPF) stake by 81% in Q1 2026, selling an estimated $3.03M and leaving 3,716 shares worth $586K. The position accounts for 0.02% of the portfolio, ranked #249.

KCM Investment Advisors first reported a position in APPF in Q3 2021 and has held it in 9 quarters since. The position peaked at $4.58M in Q4 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

KCM Investment Advisors held 3,716 shares of AppFolio worth $586K as of Q1 2026.
KCM Investment Advisors sold 15,970 AppFolio shares in Q1 2026, an estimated $3.03M.
AppFolio made up 0.02% of KCM Investment Advisors's portfolio in Q1 2026, its #249 holding.
KCM Investment Advisors first reported a position in AppFolio in Q3 2021 and has held it in 9 quarters since.
KCM Investment Advisors's AppFolio position peaked at $4.58M in Q4 2025.
396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.