Dynamic Technology Lab’s AppFolio APPF Stock Holding History

Dynamic Technology Lab’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
2026 Q1	$354K	Buy	+2,243	New	+$425K	0.06%	554
2024 Q4	–	Sell	-1,780	Closed	-$419K	–	899
2024 Q3	$419K	Buy	+1,780	New	+$416K	0.04%	626
2024 Q1	–	Sell	-9,469	Closed	-$1.64M	–	1036
2023 Q4	$1.64M	Buy	+9,469	New	+$1.77M	0.17%	168
2023 Q3	–	Sell	-2,199	Closed	-$378K	–	939
2023 Q2	$378K	Buy	+2,199	New	+$320K	0.05%	611
2023 Q1	–	Sell	-6,442	Closed	-$679K	–	1070
2022 Q4	$679K	Buy	+6,442	New	+$717K	0.07%	473
2022 Q3	–	Sell	-7,544	Closed	-$684K	–	1106
2022 Q2	$684K	Buy	7,544 +2,554	+51%	+$258K	0.08%	449
2022 Q1	$565K	Buy	+4,990	New	+$575K	0.07%	526
2021 Q1	–	Sell	-3,162	Closed	-$569K	–	1126
2020 Q4	$569K	Buy	+3,162	New	+$506K	0.09%	400
2018 Q4	–	Sell	-14,229	Closed	-$1.12M	–	961
2018 Q3	$1.12M	Buy	+14,229	New	+$1.08M	0.16%	194
2018 Q1	–	Sell	-15,443	Closed	-$641K	–	1023
2017 Q4	$641K	Buy	+15,443	New	+$692K	0.11%	316

Other funds holding APPF

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return