Duality Advisers’s AppFolio APPF Stock Holding History

Duality Advisers’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 Q1	–	Sell	-2,731	Closed	-$288K	–	549
2022 Q4	$288K	Buy	+2,731	New	+$304K	0.03%	526
2021 Q4	–	Sell	-13,167	Closed	-$1.58M	–	489
2021 Q3	$1.58M	Buy	13,167 +7,529	+134%	+$978K	0.12%	280
2021 Q2	$796K	Buy	+5,638	New	+$783K	0.07%	369
2020 Q4	–	Sell	-9,790	Closed	-$1.39M	–	547
2020 Q3	$1.39M	Buy	+9,790	New	+$1.51M	0.09%	294

Other funds holding APPF

BCM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Duality Advisers's APPF Position: Q1 2023 in Review

Duality Advisers sold out of AppFolio (APPF) in Q1 2023, closing a stake of 2,731 shares — an estimated $288K sold.

Duality Advisers first reported a position in APPF in Q3 2020 and held it in 4 quarters. The position peaked at $1.58M in Q3 2021. 192 funds tracked by Wall St. Rank hold APPF as of Q1 2023.

Duality Advisers reported no remaining AppFolio position as of Q1 2023 after selling out during the quarter.
Duality Advisers sold 2,731 AppFolio shares in Q1 2023, an estimated $288K.
Duality Advisers first reported a position in AppFolio in Q3 2020 and held it in 4 quarters.
Duality Advisers's AppFolio position peaked at $1.58M in Q3 2021.
192 funds tracked by Wall St. Rank held AppFolio as of Q1 2023.

Based on Duality Advisers's 13F filing for Q1 2023, filed 27 Jun 2023.