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Nicholas Investment Partners’s AppFolio APPF Stock Holding History

Nicholas Investment Partners’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
-39,591
Closed -$9.21M – 207
2025
Q4 		$9.21M Buy
39,591
+2,308
+6% +$548K 0.67% 53
2025
Q3 		$10.3M Buy
37,283
+737
+2% +$199K 0.79% 39
2025
Q2 		$8.42M Sell
36,546
-6,768
-16% -$1.48M 0.75% 36
2025
Q1 		$9.52M Sell
43,314
-1,016
-2% -$233K 0.98% 25
2024
Q4 		$10.9M Sell
44,330
-6,755
-13% -$1.58M 0.96% 27
2024
Q3 		$12M Buy
51,085
+2,619
+5% +$613K 1.1% 15
2024
Q2 		$11.9M Buy
48,466
+4,928
+11% +$1.15M 1.23% 18
2024
Q1 		$10.7M Buy
43,538
+595
+1% +$128K 1.1% 16
2023
Q4 		$7.44M Buy
42,943
+11,551
+37% +$2.16M 0.87% 31
2023
Q3 		$5.73M Buy
31,392
+6,969
+29% +$1.26M 0.43% 62
2023
Q2 		$4.2M Buy
+24,423
New +$3.56M 0.29% 85
2016
Q1 		– Sell
-114,221
Closed -$1.67M – 305
2015
Q4 		$1.67M Buy
114,221
+36,826
+48% +$618K 0.12% 263
2015
Q3 		$1.3M Buy
77,395
+54,504
+238% +$882K 0.09% 274
2015
Q2 		$323K Buy
+22,891
New +$320K 0.02% 300

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

Nicholas Investment Partners's APPF Position: Q1 2026 in Review

Nicholas Investment Partners sold out of AppFolio (APPF) in Q1 2026, closing a stake of 39,591 shares — an estimated $9.21M sold.

Nicholas Investment Partners first reported a position in APPF in Q2 2015 and held it in 14 quarters. The position peaked at $12M in Q3 2024. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Nicholas Investment Partners reported no remaining AppFolio position as of Q1 2026 after selling out during the quarter.
  • Nicholas Investment Partners sold 39,591 AppFolio shares in Q1 2026, an estimated $9.21M.
  • Nicholas Investment Partners first reported a position in AppFolio in Q2 2015 and held it in 14 quarters.
  • Nicholas Investment Partners's AppFolio position peaked at $12M in Q3 2024.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

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