DC Investments Management’s AppFolio APPF Stock Holding History

DC Investments 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
2025 Q1	–	Sell	-3,323	Closed	-$820K	–	114
2024 Q4	$820K	Hold	3,323	–	–	0.53%	44
2024 Q3	$782K	Hold	3,323	–	–	0.55%	46
2024 Q2	$813K	Hold	3,323	–	–	0.69%	41
2024 Q1	$820K	Hold	3,323	–	–	0.66%	44
2023 Q4	$576K	Hold	3,323	–	–	0.58%	37
2023 Q3	$607K	Hold	3,323	–	–	0.76%	34
2023 Q2	$572K	Hold	3,323	–	–	0.66%	33
2023 Q1	$414K	Hold	3,323	–	–	0.49%	44
2022 Q4	$350K	Buy	3,323 +291	+10%	+$32.4K	0.44%	51
2022 Q3	$318K	Hold	3,032	–	–	0.73%	23
2022 Q2	$275K	Buy	+3,032	New	+$306K	0.62%	29

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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

GGHC

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

DC Investments Management's APPF Position: Q1 2025 in Review

DC Investments Management sold out of AppFolio (APPF) in Q1 2025, closing a stake of 3,323 shares — an estimated $820K sold.

DC Investments Management first reported a position in APPF in Q2 2022 and held it in 11 quarters. The position peaked at $820K in Q1 2024. 381 funds tracked by Wall St. Rank hold APPF as of Q1 2025.

DC Investments Management reported no remaining AppFolio position as of Q1 2025 after selling out during the quarter.
DC Investments Management sold 3,323 AppFolio shares in Q1 2025, an estimated $820K.
DC Investments Management first reported a position in AppFolio in Q2 2022 and held it in 11 quarters.
DC Investments Management's AppFolio position peaked at $820K in Q1 2024.
381 funds tracked by Wall St. Rank held AppFolio as of Q1 2025.

Based on DC Investments Management's 13F filing for Q1 2025, filed 14 May 2025.