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DFPG Investments’s AppFolio APPF Stock Holding History

DFPG 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
2023
Q4 		$309K Sell
1,850
-76
-4% -$14.2K 0.02% 513
2023
Q3 		$383K Sell
1,926
-308
-14% -$55.9K 0.04% 414
2023
Q2 		$431K Buy
2,234
+264
+13% +$38.4K 0.04% 411
2023
Q1 		$245K Buy
+1,970
New +$238K 0.03% 473

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

DFPG Investments's APPF Position: Q4 2023 in Review

DFPG Investments reduced its AppFolio (APPF) stake by 3.9% in Q4 2023, selling an estimated $14.2K and leaving 1,850 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #513.

DFPG Investments first reported a position in APPF in Q1 2023 and has held it in 4 quarters since. The position peaked at $431K in Q2 2023. 295 funds tracked by Wall St. Rank hold APPF as of Q4 2023.

  • DFPG Investments held 1,850 shares of AppFolio worth $309K as of Q4 2023.
  • DFPG Investments sold 76 AppFolio shares in Q4 2023, an estimated $14.2K.
  • AppFolio made up 0.02% of DFPG Investments's portfolio in Q4 2023, its #513 holding.
  • DFPG Investments first reported a position in AppFolio in Q1 2023 and has held it in 4 quarters since.
  • DFPG Investments's AppFolio position peaked at $431K in Q2 2023.
  • 295 funds tracked by Wall St. Rank held AppFolio as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.