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Mutual Advisors’s AppFolio APPF Stock Holding History

Mutual 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 		– Sell
-1,288
Closed -$300K – 1331
2025
Q4 		$300K Buy
1,288
+20
+2% +$4.75K 0.01% 1087
2025
Q3 		$304K Hold
1,268
– – 0.01% 1049
2025
Q2 		$335K Sell
1,268
-9
-0.7% -$1.96K 0.01% 948
2025
Q1 		$245K Sell
1,277
-172
-12% -$39.5K 0.01% 962
2024
Q4 		$366K Buy
1,449
+1
+0.1% +$234 0.01% 823
2024
Q3 		$278K Sell
1,448
-229
-14% -$53.6K 0.01% 929
2024
Q2 		$384K Buy
1,677
+244
+17% +$56.8K 0.01% 803
2024
Q1 		$354K Sell
1,433
-224
-14% -$48.3K 0.01% 814
2023
Q4 		$287K Sell
1,657
-116
-7% -$21.7K 0.01% 831
2023
Q3 		$324K Buy
+1,773
New +$322K 0.01% 754
2023
Q2 		– Sell
-1,771
Closed -$220K – 1001
2023
Q1 		$220K Buy
+1,771
New +$214K 0.01% 889
2021
Q3 		– Sell
-1,795
Closed -$253K – 864
2021
Q2 		$253K Sell
1,795
-35
-2% -$4.86K 0.02% 723
2021
Q1 		$259K Buy
1,830
+42
+2% +$6.52K 0.02% 665
2020
Q4 		$322K Hold
1,788
– – 0.02% 584
2020
Q3 		$254K Hold
1,788
– – 0.02% 578
2020
Q2 		$291K Buy
+1,788
New +$234K 0.03% 515

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

Mutual Advisors's APPF Position: Q1 2026 in Review

Mutual Advisors sold out of AppFolio (APPF) in Q1 2026, closing a stake of 1,288 shares — an estimated $300K sold.

Mutual Advisors first reported a position in APPF in Q2 2020 and held it in 16 quarters. The position peaked at $384K in Q2 2024. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Mutual Advisors reported no remaining AppFolio position as of Q1 2026 after selling out during the quarter.
  • Mutual Advisors sold 1,288 AppFolio shares in Q1 2026, an estimated $300K.
  • Mutual Advisors first reported a position in AppFolio in Q2 2020 and held it in 16 quarters.
  • Mutual Advisors's AppFolio position peaked at $384K in Q2 2024.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.