CM
APPF icon

Castleark Management’s AppFolio APPF Stock Holding History

Castleark 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
-30,490
Closed -$7.18M – 286
2024
Q3 		$7.18M Sell
30,490
-1,110
-4% -$260K 0.29% 75
2024
Q2 		$7.73M Sell
31,600
-270
-0.8% -$62.9K 0.32% 61
2024
Q1 		$7.86M Sell
31,870
-3,790
-11% -$817K 0.33% 60
2023
Q4 		$6.18M Buy
35,660
+8,950
+34% +$1.68M 0.27% 83
2023
Q3 		$4.88M Buy
+26,710
New +$4.84M 0.25% 98

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 $3.37T AUM 44.26% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
AQR Capital Management
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

Castleark Management's APPF Position: Q4 2024 in Review

Castleark Management sold out of AppFolio (APPF) in Q4 2024, closing a stake of 30,490 shares — an estimated $7.18M sold.

Castleark Management first reported a position in APPF in Q3 2023 and held it in 5 quarters. The position peaked at $7.86M in Q1 2024. 388 funds tracked by Wall St. Rank hold APPF as of Q4 2024.

  • Castleark Management reported no remaining AppFolio position as of Q4 2024 after selling out during the quarter.
  • Castleark Management sold 30,490 AppFolio shares in Q4 2024, an estimated $7.18M.
  • Castleark Management first reported a position in AppFolio in Q3 2023 and held it in 5 quarters.
  • Castleark Management's AppFolio position peaked at $7.86M in Q1 2024.
  • 388 funds tracked by Wall St. Rank held AppFolio as of Q4 2024.

Based on Castleark Management's 13F filing for Q4 2024, filed 18 Feb 2025.