Mercer Global Advisors
APPF icon

Mercer Global Advisors’s AppFolio APPF Stock Holding History

Mercer Global 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 		$276K Sell
1,748
-357
-17% -$67.6K ﹤0.01% 2520
2025
Q4 		$490K Buy
2,105
+842
+67% +$200K ﹤0.01% 1880
2025
Q3 		$348K Buy
1,263
+58
+5% +$15.7K ﹤0.01% 1986
2025
Q2 		$277K Sell
1,205
-636
-35% -$139K ﹤0.01% 1892
2025
Q1 		$405K Sell
1,841
-397
-18% -$91.1K ﹤0.01% 1590
2024
Q4 		$552K Buy
2,238
+1,349
+152% +$316K ﹤0.01% 1398
2024
Q3 		$206K Sell
889
-139
-14% -$32.5K ﹤0.01% 1789
2024
Q2 		$251K Sell
1,028
-8
-0.8% -$1.86K ﹤0.01% 1674
2024
Q1 		$256K Buy
+1,036
New +$223K ﹤0.01% 1655
2021
Q1 		– Sell
-2,098
Closed -$378K – 1627
2020
Q4 		$378K Buy
2,098
+269
+15% +$43K ﹤0.01% 978
2020
Q3 		$259K Sell
1,829
-270
-13% -$41.6K ﹤0.01% 1012
2020
Q2 		$342K Buy
2,099
+109
+5% +$14.3K 0.01% 805
2020
Q1 		$221K Buy
+1,990
New +$237K ﹤0.01% 914

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

Mercer Global Advisors's APPF Position: Q1 2026 in Review

Mercer Global Advisors reduced its AppFolio (APPF) stake by 17% in Q1 2026, selling an estimated $67.6K and leaving 1,748 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

Mercer Global Advisors first reported a position in APPF in Q1 2020 and has held it in 13 quarters since. The position peaked at $552K in Q4 2024. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Mercer Global Advisors held 1,748 shares of AppFolio worth $276K as of Q1 2026.
  • Mercer Global Advisors sold 357 AppFolio shares in Q1 2026, an estimated $67.6K.
  • AppFolio made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2520 holding.
  • Mercer Global Advisors first reported a position in AppFolio in Q1 2020 and has held it in 13 quarters since.
  • Mercer Global Advisors's AppFolio position peaked at $552K in Q4 2024.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

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