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Appfolio shares owned by Somerset Trust

Quarter-by-quarter ownership of Appfolio (APPF) shares owned by Somerset Trust from 13F filings

Historical chart of Somerset Trust investment in Appfolio

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All positions including Appfolio held by Somerset Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Appfolio by Somerset Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $274k 1.2k 232.65
2025-09-30 $307k 1.1k 275.66
2025-06-30 $255k 1.1k 230.28
2025-03-31 $228k 1.0k 219.90
2024-12-31 $203k 823 246.72

More positions owned by Somerset Trust

Microsoft Corp Common Stock (MSFT)
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Cisco Sys Common Stock (CSCO)
Johnson And Johnson Common Stock (JNJ)
Lowes Cos Common Stock (LOW)
Nextera Energy Common Stock (NEE)
Analog Devices Common Stock (ADI)
Rtx Corporation Common Stock (RTX)
Amgen Common Stock (AMGN)
First Tr Exchange Traded Fd Dj Internt Idx Exchange Traded Fund (FDN)
Broadcom Common Stock (AVGO)
Aflac Common Stock (AFL)
L3harris Technologies Common Stock (LHX)

View all positions for Somerset Trust

Top funds holding Appfolio

Vanguard Group
BlackRock
Ashe Capital Management
Principal Financial Group
State Street Corporation
Kayne Anderson Rudnick Investment Management
William Blair Investment Management
Gilder, Gagnon, Howe & Co
FMR
Nellore Capital Management
Geode Capital Management
Df Dent & Co
Invesco
Brown Capital Management
Arrowstreet Capital, Limited Partnership

View all funds holding Appfolio