C.M. Bidwell & Associates’s AppFolio APPF Stock Holding History

C.M. Bidwell & Associates’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
2025 Q1	–	Sell	-311	Closed	-$76.7K	–	446
2024 Q4	$76.7K	Sell	311 -4	-1%	-$936	0.05%	192
2024 Q3	$74.2K	Sell	315 -24	-7%	-$5.62K	0.05%	201
2024 Q2	$82.9K	Hold	339	–	–	0.06%	194
2024 Q1	$83.6K	Buy	339 +323	+2,019%	+$69.7K	0.06%	196
2023 Q4	$2.77K	Buy	+16	New	+$3K	﹤0.01%	403
2018 Q1	–	Sell	-6,360	Closed	-$264K	–	383
2017 Q4	$264K	Hold	6,360	–	–	0.23%	120
2017 Q3	$305K	Buy	+6,360	New	+$250K	0.47%	82

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BCM

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

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

C.M. Bidwell & Associates's APPF Position: Q1 2025 in Review

C.M. Bidwell & Associates sold out of AppFolio (APPF) in Q1 2025, closing a stake of 311 shares — an estimated $76.7K sold.

C.M. Bidwell & Associates first reported a position in APPF in Q3 2017 and held it in 7 quarters. The position peaked at $305K in Q3 2017. 381 funds tracked by Wall St. Rank hold APPF as of Q1 2025.

C.M. Bidwell & Associates reported no remaining AppFolio position as of Q1 2025 after selling out during the quarter.
C.M. Bidwell & Associates sold 311 AppFolio shares in Q1 2025, an estimated $76.7K.
C.M. Bidwell & Associates first reported a position in AppFolio in Q3 2017 and held it in 7 quarters.
C.M. Bidwell & Associates's AppFolio position peaked at $305K in Q3 2017.
381 funds tracked by Wall St. Rank held AppFolio as of Q1 2025.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2025, filed 15 May 2025.