Nisa Investment Advisors
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Nisa Investment Advisors’s AppFolio APPF Stock Holding History

Nisa Investment 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 		$70.1K Sell
444
-7,687
-95% -$1.46M ﹤0.01% 1547
2025
Q4 		$1.89M Sell
8,131
-2,315
-22% -$550K 0.01% 651
2025
Q3 		$2.88M Buy
10,446
+1,076
+11% +$291K 0.01% 545
2025
Q2 		$2.16M Buy
9,370
+3,621
+63% +$789K 0.01% 616
2025
Q1 		$1.26M Buy
5,749
+5,133
+833% +$1.18M 0.01% 763
2024
Q4 		$152K Buy
616
+65
+12% +$15.2K ﹤0.01% 1370
2024
Q3 		$130K Sell
551
-139
-20% -$32.5K ﹤0.01% 1374
2024
Q2 		$169K Buy
690
+6
+0.9% +$1.4K ﹤0.01% 1357
2024
Q1 		$169K Buy
684
+18
+3% +$3.88K ﹤0.01% 1340
2023
Q4 		$115K Hold
666
– – ﹤0.01% 1405
2023
Q3 		$122K Hold
666
– – ﹤0.01% 1444
2023
Q2 		$115K Sell
666
-170
-20% -$24.8K ﹤0.01% 1474
2023
Q1 		$104K Hold
836
– – ﹤0.01% 1491
2022
Q4 		$88K Hold
836
– – ﹤0.01% 1590
2022
Q3 		$105K Buy
836
+14
+2% +$1.43K ﹤0.01% 1484
2022
Q2 		$75K Buy
822
+440
+115% +$44.4K ﹤0.01% 1589
2022
Q1 		$43K Sell
382
-158
-29% -$18.2K ﹤0.01% 1881
2021
Q4 		$62K Buy
540
+340
+170% +$43.1K ﹤0.01% 1661
2021
Q3 		$24 Hold
200
– – ﹤0.01% 2046
2021
Q2 		$28 Sell
200
-500
-71% -$69.4K ﹤0.01% 2058
2021
Q1 		$99 Hold
700
– – ﹤0.01% 1745
2020
Q4 		$126K Buy
700
+300
+75% +$48K ﹤0.01% 1643
2020
Q3 		$57K Buy
+400
New +$61.6K ﹤0.01% 1751
2018
Q4 		– Sell
-25,076
Closed -$1.97M – 1954
2018
Q3 		$1.97M Buy
+25,076
New +$1.9M 0.02% 669

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
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 $3.37T AUM 44.26% 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

Nisa Investment Advisors's APPF Position: Q1 2026 in Review

Nisa Investment Advisors reduced its AppFolio (APPF) stake by 95% in Q1 2026, selling an estimated $1.46M and leaving 444 shares worth $70.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

Nisa Investment Advisors first reported a position in APPF in Q3 2018 and has held it in 24 quarters since. The position peaked at $2.88M in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Nisa Investment Advisors held 444 shares of AppFolio worth $70.1K as of Q1 2026.
  • Nisa Investment Advisors sold 7,687 AppFolio shares in Q1 2026, an estimated $1.46M.
  • AppFolio made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1547 holding.
  • Nisa Investment Advisors first reported a position in AppFolio in Q3 2018 and has held it in 24 quarters since.
  • Nisa Investment Advisors's AppFolio position peaked at $2.88M in Q3 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.