Capital Impact Advisors’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-128,314
| Closed | -$29.9M | – | 31 |
|
|
2025
Q4 | $29.9M | Buy |
128,314
+92,936
| +263% | +$22.1M | 2.34% | 25 |
|
|
2025
Q3 | $9.75M | Buy |
35,378
+8,691
| +33% | +$2.35M | 2.18% | 22 |
|
|
2025
Q2 | $6.21M | Buy |
26,687
+223
| +0.8% | +$48.6K | 1.87% | 28 |
|
|
2025
Q1 | $5.82M | Buy |
+26,464
| New | +$6.07M | 2.23% | 28 |
|
|
2024
Q3 | – | Sell |
-3,017
| Closed | -$738K | – | 5 |
|
|
2024
Q2 | $738K | Buy |
+3,017
| New | +$703K | 2.08% | 18 |
|
|
2023
Q4 | – | Sell |
-6,099
| Closed | -$1.11M | – | 94 |
|
|
2023
Q3 | $1.11M | Buy |
6,099
+1,050
| +21% | +$190K | 1.86% | 3 |
|
|
2023
Q2 | $869K | Sell |
5,049
-1,683
| -25% | -$245K | 0.96% | 19 |
|
|
2023
Q1 | $838K | Buy |
6,732
+363
| +6% | +$43.8K | 1.03% | 18 |
|
|
2022
Q4 | $671K | Sell |
6,369
-994
| -13% | -$111K | 0.66% | 47 |
|
|
2022
Q3 | $869K | Buy |
7,363
+666
| +10% | +$67.9K | 0.87% | 19 |
|
|
2022
Q2 | $607K | Sell |
6,697
-4,015
| -37% | -$405K | 0.56% | 63 |
|
|
2022
Q1 | $1.21M | Sell |
10,712
-2,131
| -17% | -$245K | 0.88% | 19 |
|
|
2021
Q4 | $1.55M | Hold |
12,843
| – | – | 1.07% | 33 |
|
|
2021
Q3 | $1.55M | Sell |
12,843
-5,815
| -31% | -$755K | 0.61% | 73 |
|
|
2021
Q2 | $2.63M | Buy |
18,658
+9,000
| +93% | +$1.25M | 0.85% | 48 |
|
|
2021
Q1 | $1.37M | Hold |
9,658
| – | – | 0.48% | 77 |
|
|
2020
Q4 | $1.74M | Hold |
9,658
| – | – | 0.43% | 90 |
|
|
2020
Q3 | $1.37M | Buy |
9,658
+3,000
| +45% | +$462K | 0.41% | 98 |
|
|
2020
Q2 | $1.08M | Sell |
6,658
-17,203
| -72% | -$2.25M | 0.36% | 100 |
|
|
2020
Q1 | $2.65M | Buy |
23,861
+806
| +3% | +$96.1K | 1.11% | 24 |
|
|
2019
Q4 | $2.54M | Buy |
23,055
+2,107
| +10% | +$215K | 0.89% | 27 |
|
|
2019
Q3 | $1.95M | Buy |
20,948
+1,801
| +9% | +$179K | 0.74% | 69 |
|
|
2019
Q2 | $1.92M | Sell |
19,147
-11,480
| -37% | -$1.08M | 0.7% | 62 |
|
|
2019
Q1 | $1.77M | Hold |
30,627
| – | – | 0.78% | 44 |
|
|
2018
Q4 | $1.77M | Buy |
30,627
+1,806
| +6% | +$110K | 0.75% | 47 |
|
|
2018
Q3 | $2.29M | Hold |
28,821
| – | – | 0.79% | 45 |
|
|
2018
Q2 | $1.76M | Sell |
28,821
-7,725
| -21% | -$421K | 0.65% | 79 |
|
|
2018
Q1 | $1.49M | Buy |
+36,546
| New | +$1.52M | 0.61% | 81 |
|
Other funds holding APPF
VPM
VCM
ACM
NCM
