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
Q2 		$313K Buy
1,951
+203
+12% +$32.4K ﹤0.01% 2762
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 $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
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return

Mercer Global Advisors's APPF Position: Q2 2026 in Review

Mercer Global Advisors increased its AppFolio (APPF) stake by 12% in Q2 2026, buying an estimated $32.4K and bringing the position to 1,951 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #2762.

Mercer Global Advisors first reported a position in APPF in Q1 2020 and has held it in 14 quarters since. The position peaked at $552K in Q4 2024. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Mercer Global Advisors held 1,951 shares of AppFolio worth $313K as of Q2 2026.
  • Mercer Global Advisors bought 203 AppFolio shares in Q2 2026, an estimated $32.4K.
  • AppFolio made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2762 holding.
  • Mercer Global Advisors first reported a position in AppFolio in Q1 2020 and has held it in 14 quarters since.
  • Mercer Global Advisors's AppFolio position peaked at $552K in Q4 2024.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.