Cat Rock Capital Management’s AppFolio APPF Stock Holding History

Cat Rock 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
2019 Q3	–	Sell	-49,680	Closed	-$5.08M	–	14
2019 Q2	$5.08M	Buy	+49,680	New	+$4.7M	0.9%	10
2019 Q1	–	Sell	-231,666	Closed	-$13.7M	–	7
2018 Q4	$13.7M	Buy	+231,666	New	+$14.1M	3.24%	7

Other funds holding APPF

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WEO

William E. Oberndorf $53.3M AUM 10.89% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cat Rock Capital Management's APPF Position: Q3 2019 in Review

Cat Rock Capital Management sold out of AppFolio (APPF) in Q3 2019, closing a stake of 49,680 shares — an estimated $5.08M sold.

Cat Rock Capital Management first reported a position in APPF in Q4 2018 and held it in 2 quarters. The position peaked at $13.7M in Q4 2018. 130 funds tracked by Wall St. Rank hold APPF as of Q3 2019.

Cat Rock Capital Management reported no remaining AppFolio position as of Q3 2019 after selling out during the quarter.
Cat Rock Capital Management sold 49,680 AppFolio shares in Q3 2019, an estimated $5.08M.
Cat Rock Capital Management first reported a position in AppFolio in Q4 2018 and held it in 2 quarters.
Cat Rock Capital Management's AppFolio position peaked at $13.7M in Q4 2018.
130 funds tracked by Wall St. Rank held AppFolio as of Q3 2019.

Based on Cat Rock Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.