Cavalier Investments’s AppFolio APPF Stock Holding History

Cavalier Investments’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	-11,479	Closed	-$2.7M	–	76
2024 Q3	$2.7M	Buy	11,479 +690	+6%	+$161K	0.83%	34
2024 Q2	$2.64M	Buy	10,789 +310	+3%	+$72.2K	0.81%	33
2024 Q1	$2.59M	Buy	10,479 +561	+6%	+$121K	0.94%	28
2023 Q4	$1.72M	Buy	9,918 +240	+2%	+$45K	0.63%	46
2023 Q3	$1.77M	Buy	9,678 +350	+4%	+$63.5K	0.69%	41
2023 Q2	$1.61M	Buy	+9,328	New	+$1.36M	0.58%	50
2020 Q2	–	Sell	-9,600	Closed	-$1.06M	–	72
2020 Q1	$1.06M	Hold	9,600	–	–	0.63%	38
2019 Q4	$1.06M	Hold	9,600	–	–	0.46%	55
2019 Q3	$913K	Hold	9,600	–	–	0.39%	59
2019 Q2	$982K	Sell	9,600 -9,600	-50%	-$907K	0.41%	59
2019 Q1	$1.52M	Hold	19,200	–	–	0.63%	47
2018 Q4	$1.14M	Hold	19,200	–	–	0.37%	52
2018 Q3	$1.5M	Hold	19,200	–	–	0.44%	58
2018 Q2	$1.17M	Buy	19,200 +6,900	+56%	+$376K	0.4%	57
2018 Q1	$502K	Hold	12,300	–	–	0.18%	94
2017 Q4	$510K	Hold	12,300	–	–	0.2%	86
2017 Q3	$590K	Buy	+12,300	New	+$484K	0.28%	69

Other funds holding APPF

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return