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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
– – 0.69% 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return