Aperio Group’s AppFolio APPF Stock Holding History

Aperio Group’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
2020 Q4	$520K	Buy	2,887 +39	+1%	+$6.24K	﹤0.01%	1946
2020 Q3	$404K	Buy	2,848 +84	+3%	+$12.9K	﹤0.01%	1930
2020 Q2	$450K	Buy	2,764 +754	+38%	+$98.7K	﹤0.01%	1814
2020 Q1	$223K	Buy	+2,010	New	+$240K	﹤0.01%	2052
2019 Q3	–	Sell	-670	Closed	-$69K	–	2328
2019 Q2	$69K	Buy	+670	New	+$63.3K	﹤0.01%	2478

Other funds holding APPF

BCM

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

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WEO

William E. Oberndorf $53.3M AUM 10.89% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aperio Group's APPF Position: Q4 2020 in Review

Aperio Group increased its AppFolio (APPF) stake by 1.4% in Q4 2020, buying an estimated $6.24K and bringing the position to 2,887 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #1946.

Aperio Group first reported a position in APPF in Q2 2019 and has held it in 5 quarters since. 182 funds tracked by Wall St. Rank hold APPF as of Q4 2020.

Aperio Group held 2,887 shares of AppFolio worth $520K as of Q4 2020.
Aperio Group bought 39 AppFolio shares in Q4 2020, an estimated $6.24K.
AppFolio made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1946 holding.
Aperio Group first reported a position in AppFolio in Q2 2019 and has held it in 5 quarters since.
182 funds tracked by Wall St. Rank held AppFolio as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.