Ashe Capital Management’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307M | Buy |
1,331,260
+195,148
| +17% | +$44.9M | 23.89% | 1 |
|
|
2025
Q1 | $250M | Buy |
1,136,112
+46,193
| +4% | +$10.2M | 22.34% | 1 |
|
|
2024
Q4 | $269M | Sell |
1,089,919
-307,389
| -22% | -$75.8M | 22.12% | 1 |
|
|
2024
Q3 | $329M | Hold |
1,397,308
| – | – | 26.2% | 1 |
|
|
2024
Q2 | $342M | Sell |
1,397,308
-50,725
| -4% | -$12.4M | 28.21% | 1 |
|
|
2024
Q1 | $357M | Hold |
1,448,033
| – | – | 29.15% | 1 |
|
|
2023
Q4 | $251M | Sell |
1,448,033
-191,370
| -12% | -$33.2M | 21.8% | 2 |
|
|
2023
Q3 | $299M | Hold |
1,639,403
| – | – | 24.87% | 1 |
|
|
2023
Q2 | $282M | Hold |
1,639,403
| – | – | 22.11% | 2 |
|
|
2023
Q1 | $204M | Hold |
1,639,403
| – | – | 18.48% | 2 |
|
|
2022
Q4 | $173M | Sell |
1,639,403
-336,174
| -17% | -$35.4M | 18.96% | 2 |
|
|
2022
Q3 | $207M | Hold |
1,975,577
| – | – | 19.76% | 2 |
|
|
2022
Q2 | $179M | Hold |
1,975,577
| – | – | 16.36% | 2 |
|
|
2022
Q1 | $224M | Hold |
1,975,577
| – | – | 15.62% | 2 |
|
|
2021
Q4 | $239M | Hold |
1,975,577
| – | – | 15.54% | 3 |
|
|
2021
Q3 | $238M | Hold |
1,975,577
| – | – | 14.3% | 2 |
|
|
2021
Q2 | $279M | Buy |
1,975,577
+362
| +0% | +$51.1K | 17.2% | 2 |
|
|
2021
Q1 | $279M | Buy |
1,975,215
+181,499
| +10% | +$25.7M | 19.05% | 1 |
|
|
2020
Q4 | $323M | Hold |
1,793,716
| – | – | 20.18% | 1 |
|
|
2020
Q3 | $254M | Hold |
1,793,716
| – | – | 18.45% | 1 |
|
|
2020
Q2 | $292M | Buy |
1,793,716
+1,900
| +0.1% | +$309K | 22.41% | 1 |
|
|
2020
Q1 | $199M | Buy |
1,791,816
+161,175
| +10% | +$17.9M | 18.4% | 1 |
|
|
2019
Q4 | $179M | Buy |
1,630,641
+30,395
| +2% | +$3.34M | 13.67% | 3 |
|
|
2019
Q3 | $152M | Hold |
1,600,246
| – | – | 11.63% | 3 |
|
|
2019
Q2 | $164M | Hold |
1,600,246
| – | – | 12.87% | 3 |
|
|
2019
Q1 | $127M | Hold |
1,600,246
| – | – | 8.96% | 4 |
|
|
2018
Q4 | $94.8M | Buy |
1,600,246
+230,264
| +17% | +$13.6M | 7.7% | 4 |
|
|
2018
Q3 | $107M | Hold |
1,369,982
| – | – | 7.32% | 5 |
|
|
2018
Q2 | $83.8M | Buy |
1,369,982
+59,360
| +5% | +$3.63M | 6.4% | 7 |
|
|
2018
Q1 | $53.5M | Buy |
1,310,622
+121,451
| +10% | +$4.96M | 4.41% | 9 |
|
|
2017
Q4 | $49.4M | Hold |
1,189,171
| – | – | 4.06% | 9 |
|
|
2017
Q3 | $57M | Hold |
1,189,171
| – | – | 4.72% | 8 |
|
|
2017
Q2 | $38.8M | Hold |
1,189,171
| – | – | 3.32% | 9 |
|
|
2017
Q1 | $32.3M | Buy |
1,189,171
+905,000
| +318% | +$24.6M | 2.85% | 9 |
|
|
2016
Q4 | $6.78M | Buy |
284,171
+128,014
| +82% | +$3.05M | 0.66% | 12 |
|
|
2016
Q3 | $3.04M | Buy |
+156,157
| New | +$3.04M | 0.32% | 12 |
|