12 West Capital Management’s AppFolio APPF Stock Holding History

12 West Capital Management’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
2024 Q4	–	Sell	-60,000	Closed	-$14.1M	–	17
2024 Q3	$14.1M	Sell	60,000 -20,000	-25%	-$4.68M	1.45%	14
2024 Q2	$19.6M	Sell	80,000 -45,000	-36%	-$10.5M	2.01%	13
2024 Q1	$30.8M	Hold	125,000	–	–	2.78%	11
2023 Q4	$21.7M	Sell	125,000 -175,000	-58%	-$32.8M	1.93%	13
2023 Q3	$54.8M	Hold	300,000	–	–	4.96%	10
2023 Q2	$51.6M	Hold	300,000	–	–	4.43%	9
2023 Q1	$37.3M	Hold	300,000	–	–	3.21%	10
2022 Q4	$31.6M	Sell	300,000 -9,000	-3%	-$1M	3.2%	10
2022 Q3	$32.4M	Buy	309,000 +219,000	+243%	+$22.3M	2.85%	12
2022 Q2	$8.16M	Buy	90,000 +5,000	+6%	+$504K	0.7%	20
2022 Q1	$9.62M	Buy	+85,000	New	+$9.79M	0.59%	21

Other funds holding APPF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

12 West Capital Management's APPF Position: Q4 2024 in Review

12 West Capital Management sold out of AppFolio (APPF) in Q4 2024, closing a stake of 60,000 shares — an estimated $14.1M sold.

12 West Capital Management first reported a position in APPF in Q1 2022 and held it in 11 quarters. The position peaked at $54.8M in Q3 2023. 388 funds tracked by Wall St. Rank hold APPF as of Q4 2024.

12 West Capital Management reported no remaining AppFolio position as of Q4 2024 after selling out during the quarter.
12 West Capital Management sold 60,000 AppFolio shares in Q4 2024, an estimated $14.1M.
12 West Capital Management first reported a position in AppFolio in Q1 2022 and held it in 11 quarters.
12 West Capital Management's AppFolio position peaked at $54.8M in Q3 2023.
388 funds tracked by Wall St. Rank held AppFolio as of Q4 2024.

Based on 12 West Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.