ClariVest Asset Management’s AppFolio APPF Stock Holding History

ClariVest Asset 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 Q3	$2.96M	Hold	12,123	–	–	0.3%	71
2024 Q2	$2.96M	Sell	12,123 -4,121	-25%	-$960K	0.3%	71
2024 Q1	$4.01M	Sell	16,244 -850	-5%	-$183K	0.42%	41
2023 Q4	$2.96M	Sell	17,094 -2,073	-11%	-$388K	0.16%	96
2023 Q3	$3.5M	Buy	19,167 +9,091	+90%	+$1.65M	0.19%	84
2023 Q2	$1.73M	Sell	10,076 -800	-7%	-$116K	0.09%	149
2023 Q1	$1.35M	Buy	10,876 +32	+0.3%	+$3.86K	0.06%	235
2022 Q4	$1.14M	Sell	10,844 -17	-0.2%	-$1.89K	0.06%	255
2022 Q3	$1.14M	Sell	10,861 -33	-0.3%	-$3.37K	0.05%	242
2022 Q2	$988K	Buy	10,894 +10,887	+155,529%	+$1.1M	0.04%	278
2022 Q1	$1K	Buy	+7	New	+$806	﹤0.01%	616

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

BCM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ClariVest Asset Management's APPF Position: Q3 2024 in Review

ClariVest Asset Management held its AppFolio (APPF) position steady in Q3 2024 at 12,123 shares worth $2.96M. The position accounts for 0.3% of the portfolio, ranked #71.

ClariVest Asset Management first reported a position in APPF in Q1 2022 and has held it in 11 quarters since. The position peaked at $4.01M in Q1 2024. 384 funds tracked by Wall St. Rank hold APPF as of Q3 2024.

ClariVest Asset Management held 12,123 shares of AppFolio worth $2.96M as of Q3 2024.
ClariVest Asset Management left its AppFolio share count unchanged in Q3 2024.
AppFolio made up 0.3% of ClariVest Asset Management's portfolio in Q3 2024, its #71 holding.
ClariVest Asset Management first reported a position in AppFolio in Q1 2022 and has held it in 11 quarters since.
ClariVest Asset Management's AppFolio position peaked at $4.01M in Q1 2024.
384 funds tracked by Wall St. Rank held AppFolio as of Q3 2024.

Based on ClariVest Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.