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Kensington Investment Counsel’s AppFolio APPF Stock Holding History

Kensington Investment Counsel’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
-900
Closed -$209K – 87
2025
Q4 		$209K Hold
900
– – 0.09% 103
2025
Q3 		$248K Hold
900
– – 0.1% 94
2025
Q2 		$207K Buy
+900
New +$196K 0.09% 95
2025
Q1 		– Sell
-900
Closed -$222K – 95
2024
Q4 		$222K Hold
900
– – 0.09% 93
2024
Q3 		$212K Hold
900
– – 0.09% 106
2024
Q2 		$220K Hold
900
– – 0.1% 101
2024
Q1 		$222K Buy
+900
New +$194K 0.1% 94

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

Kensington Investment Counsel's APPF Position: Q1 2026 in Review

Kensington Investment Counsel sold out of AppFolio (APPF) in Q1 2026, closing a stake of 900 shares — an estimated $209K sold.

Kensington Investment Counsel first reported a position in APPF in Q1 2024 and held it in 7 quarters. The position peaked at $248K in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Kensington Investment Counsel reported no remaining AppFolio position as of Q1 2026 after selling out during the quarter.
  • Kensington Investment Counsel sold 900 AppFolio shares in Q1 2026, an estimated $209K.
  • Kensington Investment Counsel first reported a position in AppFolio in Q1 2024 and held it in 7 quarters.
  • Kensington Investment Counsel's AppFolio position peaked at $248K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Kensington Investment Counsel's 13F filing for Q1 2026, filed 19 May 2026.