1WCM
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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
– – 2.81% 11
2023
Q4 		$21.7M Sell
125,000
-175,000
-58% -$32.8M 2.04% 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

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BCM
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AQR Capital Management
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Fidelity Investments
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GGHC
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Kayne Anderson Rudnick Investment Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return