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Ancora Advisors’s AppFolio APPF Stock Holding History

Ancora 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
2024
Q1 		– Sell
-22,382
Closed -$3.88M – 1816
2023
Q4 		$3.88M Sell
22,382
-19,618
-47% -$3.68M 0.09% 188
2023
Q3 		$7.67M Buy
+42,000
New +$7.62M 0.2% 102
2020
Q2 		– Sell
-35,248
Closed -$3.91M – 1345
2020
Q1 		$3.91M Buy
+35,248
New +$4.2M 0.18% 141

Other funds holding APPF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Ancora Advisors's APPF Position: Q1 2024 in Review

Ancora Advisors sold out of AppFolio (APPF) in Q1 2024, closing a stake of 22,382 shares — an estimated $3.88M sold.

Ancora Advisors first reported a position in APPF in Q1 2020 and held it in 3 quarters. The position peaked at $7.67M in Q3 2023. 366 funds tracked by Wall St. Rank hold APPF as of Q1 2024.

  • Ancora Advisors reported no remaining AppFolio position as of Q1 2024 after selling out during the quarter.
  • Ancora Advisors sold 22,382 AppFolio shares in Q1 2024, an estimated $3.88M.
  • Ancora Advisors first reported a position in AppFolio in Q1 2020 and held it in 3 quarters.
  • Ancora Advisors's AppFolio position peaked at $7.67M in Q3 2023.
  • 366 funds tracked by Wall St. Rank held AppFolio as of Q1 2024.

Based on Ancora Advisors's 13F filing for Q1 2024, filed 16 May 2024.