RMDI
APPF icon

R.M. Davis Inc’s AppFolio APPF Stock Holding History

R.M. Davis Inc’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
-1,000
Closed -$233K – 275
2025
Q4 		$233K Hold
1,000
– – ﹤0.01% 251
2025
Q3 		$276K Hold
1,000
– – ﹤0.01% 243
2025
Q2 		$230K Hold
1,000
– – ﹤0.01% 254
2025
Q1 		$220K Hold
1,000
– – ﹤0.01% 263
2024
Q4 		$247K Hold
1,000
– – ﹤0.01% 250
2024
Q3 		$235K Hold
1,000
– – ﹤0.01% 256
2024
Q2 		$245K Hold
1,000
– – 0.01% 252
2024
Q1 		$247K Buy
+1,000
New +$216K 0.01% 241

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 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 $33.3B AUM 44.76% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

R.M. Davis Inc's APPF Position: Q1 2026 in Review

R.M. Davis Inc sold out of AppFolio (APPF) in Q1 2026, closing a stake of 1,000 shares — an estimated $233K sold.

R.M. Davis Inc first reported a position in APPF in Q1 2024 and held it in 8 quarters. The position peaked at $276K in Q3 2025. 399 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • R.M. Davis Inc reported no remaining AppFolio position as of Q1 2026 after selling out during the quarter.
  • R.M. Davis Inc sold 1,000 AppFolio shares in Q1 2026, an estimated $233K.
  • R.M. Davis Inc first reported a position in AppFolio in Q1 2024 and held it in 8 quarters.
  • R.M. Davis Inc's AppFolio position peaked at $276K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on R.M. Davis Inc's 13F filing for Q1 2026, filed 13 May 2026.