WhitTier Trust Company’s AppFolio APPF Stock Holding History

WhitTier Trust Company’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 Q2	$4.49K	Hold	25	–	–	﹤0.01%	1186
2026 Q1	$3.99K	Buy	25 +13	+108%	+$2.46K	﹤0.01%	1182
2025 Q4	$2.82K	Hold	12	–	–	﹤0.01%	1146
2025 Q3	$3K	Hold	12	–	–	﹤0.01%	1139
2025 Q2	$2.76K	Hold	12	–	–	﹤0.01%	1281
2025 Q1	$2.64K	Buy	+12	New	+$2.75K	﹤0.01%	1251
2020 Q2	–	Sell	-150	Closed	-$17K	–	942
2020 Q1	$17K	Hold	150	–	–	﹤0.01%	719
2019 Q4	$16K	Hold	150	–	–	﹤0.01%	776
2019 Q3	$14K	Hold	150	–	–	﹤0.01%	776
2019 Q2	$15K	Hold	150	–	–	﹤0.01%	769
2019 Q1	$12K	Hold	150	–	–	﹤0.01%	795
2018 Q4	$9K	Hold	150	–	–	﹤0.01%	851
2018 Q3	$12K	Hold	150	–	–	﹤0.01%	800
2018 Q2	$9K	Hold	150	–	–	﹤0.01%	822
2018 Q1	$6K	Buy	+150	New	+$6.24K	﹤0.01%	885

Other funds holding APPF

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

WhitTier Trust Company's APPF Position: Q2 2026 in Review

WhitTier Trust Company held its AppFolio (APPF) position steady in Q2 2026 at 25 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

WhitTier Trust Company first reported a position in APPF in Q1 2018 and has held it in 15 quarters since. The position peaked at $17K in Q1 2020. 121 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

WhitTier Trust Company held 25 shares of AppFolio worth $4.49K as of Q2 2026.
WhitTier Trust Company left its AppFolio share count unchanged in Q2 2026.
AppFolio made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1186 holding.
WhitTier Trust Company first reported a position in AppFolio in Q1 2018 and has held it in 15 quarters since.
WhitTier Trust Company's AppFolio position peaked at $17K in Q1 2020.
121 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.