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Portside Wealth Group’s AppFolio APPF Stock Holding History

Portside Wealth Group’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
-1,606
Closed -$374K – 469
2025
Q4 		$374K Sell
1,606
-1,042
-39% -$248K 0.05% 314
2025
Q3 		$730K Sell
2,648
-1,180
-31% -$319K 0.1% 204
2025
Q2 		$882K Buy
3,828
+307
+9% +$66.9K 0.13% 166
2025
Q1 		$774K Buy
+3,521
New +$808K 0.13% 178

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

Portside Wealth Group's APPF Position: Q1 2026 in Review

Portside Wealth Group sold out of AppFolio (APPF) in Q1 2026, closing a stake of 1,606 shares — an estimated $374K sold.

Portside Wealth Group first reported a position in APPF in Q1 2025 and held it in 4 quarters. The position peaked at $882K in Q2 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Portside Wealth Group reported no remaining AppFolio position as of Q1 2026 after selling out during the quarter.
  • Portside Wealth Group sold 1,606 AppFolio shares in Q1 2026, an estimated $374K.
  • Portside Wealth Group first reported a position in AppFolio in Q1 2025 and held it in 4 quarters.
  • Portside Wealth Group's AppFolio position peaked at $882K in Q2 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Portside Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.