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 $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 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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cavalier Investments's APPF Position: Q4 2024 in Review

Cavalier Investments sold out of AppFolio (APPF) in Q4 2024, closing a stake of 11,479 shares — an estimated $2.7M sold.

Cavalier Investments first reported a position in APPF in Q3 2017 and held it in 17 quarters. The position peaked at $2.7M in Q3 2024. 388 funds tracked by Wall St. Rank hold APPF as of Q4 2024.

Cavalier Investments reported no remaining AppFolio position as of Q4 2024 after selling out during the quarter.
Cavalier Investments sold 11,479 AppFolio shares in Q4 2024, an estimated $2.7M.
Cavalier Investments first reported a position in AppFolio in Q3 2017 and held it in 17 quarters.
Cavalier Investments's AppFolio position peaked at $2.7M in Q3 2024.
388 funds tracked by Wall St. Rank held AppFolio as of Q4 2024.

Based on Cavalier Investments's 13F filing for Q4 2024, filed 4 Feb 2025.