Calamos Advisors
APPF icon

Calamos Advisors’s AppFolio APPF Stock Holding History

Calamos 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
Q4 		– Sell
-2,463
Closed -$580K – 910
2024
Q3 		$580K Sell
2,463
-386
-14% -$90.3K ﹤0.01% 704
2024
Q2 		$697K Sell
2,849
-432
-13% -$101K ﹤0.01% 684
2024
Q1 		$810K Sell
3,281
-7,146
-69% -$1.54M ﹤0.01% 665
2023
Q4 		$1.81M Buy
10,427
+1,781
+21% +$334K 0.01% 614
2023
Q3 		$1.58M Buy
+8,646
New +$1.57M 0.01% 638
2019
Q3 		– Sell
-32,617
Closed -$3.33M – 746
2019
Q2 		$3.33M Buy
+32,617
New +$3.08M 0.02% 575

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
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
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Calamos Advisors's APPF Position: Q4 2024 in Review

Calamos Advisors sold out of AppFolio (APPF) in Q4 2024, closing a stake of 2,463 shares — an estimated $580K sold.

Calamos Advisors first reported a position in APPF in Q2 2019 and held it in 6 quarters. The position peaked at $3.33M in Q2 2019. 388 funds tracked by Wall St. Rank hold APPF as of Q4 2024.

  • Calamos Advisors reported no remaining AppFolio position as of Q4 2024 after selling out during the quarter.
  • Calamos Advisors sold 2,463 AppFolio shares in Q4 2024, an estimated $580K.
  • Calamos Advisors first reported a position in AppFolio in Q2 2019 and held it in 6 quarters.
  • Calamos Advisors's AppFolio position peaked at $3.33M in Q2 2019.
  • 388 funds tracked by Wall St. Rank held AppFolio as of Q4 2024.

Based on Calamos Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.