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Somerset Trust’s AppFolio APPF Stock Holding History

Somerset Trust’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
-1,176
Closed -$274K – 175
2025
Q4 		$274K Buy
1,176
+61
+5% +$14.5K 0.08% 151
2025
Q3 		$307K Buy
1,115
+10
+0.9% +$2.7K 0.09% 140
2025
Q2 		$254K Buy
1,105
+69
+7% +$15K 0.08% 164
2025
Q1 		$228K Buy
1,036
+213
+26% +$48.9K 0.08% 157
2024
Q4 		$203K Buy
+823
New +$193K 0.08% 152

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

Somerset Trust's APPF Position: Q1 2026 in Review

Somerset Trust sold out of AppFolio (APPF) in Q1 2026, closing a stake of 1,176 shares — an estimated $274K sold.

Somerset Trust first reported a position in APPF in Q4 2024 and held it in 5 quarters. The position peaked at $307K in Q3 2025. 399 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Somerset Trust reported no remaining AppFolio position as of Q1 2026 after selling out during the quarter.
  • Somerset Trust sold 1,176 AppFolio shares in Q1 2026, an estimated $274K.
  • Somerset Trust first reported a position in AppFolio in Q4 2024 and held it in 5 quarters.
  • Somerset Trust's AppFolio position peaked at $307K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Somerset Trust's 13F filing for Q1 2026, filed 2 Apr 2026.