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Watchtower Advisors’s AppFolio APPF Stock Holding History

Watchtower 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
2025
Q4 		– Sell
-40,000
Closed -$11M – 12
2025
Q3 		$11M Sell
40,000
-21,253
-35% -$5.74M 5.14% 10
2025
Q2 		$14.1M Buy
+61,253
New +$13.4M 8.35% 4

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Watchtower Advisors's APPF Position: Q4 2025 in Review

Watchtower Advisors sold out of AppFolio (APPF) in Q4 2025, closing a stake of 40,000 shares — an estimated $11M sold.

Watchtower Advisors first reported a position in APPF in Q2 2025 and held it in 2 quarters. The position peaked at $14.1M in Q2 2025. 403 funds tracked by Wall St. Rank hold APPF as of Q4 2025.

  • Watchtower Advisors reported no remaining AppFolio position as of Q4 2025 after selling out during the quarter.
  • Watchtower Advisors sold 40,000 AppFolio shares in Q4 2025, an estimated $11M.
  • Watchtower Advisors first reported a position in AppFolio in Q2 2025 and held it in 2 quarters.
  • Watchtower Advisors's AppFolio position peaked at $14.1M in Q2 2025.
  • 403 funds tracked by Wall St. Rank held AppFolio as of Q4 2025.

Based on Watchtower Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.