Bayesian Capital Management’s AppFolio APPF Stock Holding History

Bayesian 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	-6,625	Closed	-$1.56M	–	680
2024 Q3	$1.56M	Hold	6,625	–	–	0.18%	165
2024 Q2	$1.62M	Buy	6,625 +2,700	+69%	+$629K	0.19%	146
2024 Q1	$968K	Sell	3,925 -5,200	-57%	-$1.12M	0.09%	288
2023 Q4	$1.58M	Buy	+9,125	New	+$1.71M	0.17%	156
2018 Q4	–	Sell	-3,636	Closed	-$285K	–	605
2018 Q3	$285K	Buy	+3,636	New	+$275K	0.05%	474
2017 Q4	–	Sell	-4,254	Closed	-$204K	–	548
2017 Q3	$204K	Buy	+4,254	New	+$167K	0.05%	425

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

Bayesian Capital Management's APPF Position: Q4 2024 in Review

Bayesian Capital Management sold out of AppFolio (APPF) in Q4 2024, closing a stake of 6,625 shares — an estimated $1.56M sold.

Bayesian Capital Management first reported a position in APPF in Q3 2017 and held it in 6 quarters. The position peaked at $1.62M in Q2 2024. 388 funds tracked by Wall St. Rank hold APPF as of Q4 2024.

Bayesian Capital Management reported no remaining AppFolio position as of Q4 2024 after selling out during the quarter.
Bayesian Capital Management sold 6,625 AppFolio shares in Q4 2024, an estimated $1.56M.
Bayesian Capital Management first reported a position in AppFolio in Q3 2017 and held it in 6 quarters.
Bayesian Capital Management's AppFolio position peaked at $1.62M in Q2 2024.
388 funds tracked by Wall St. Rank held AppFolio as of Q4 2024.

Based on Bayesian Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.