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HeadInvest LLC’s AppFolio APPF Stock Holding History

HeadInvest LLC’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 		– Sell
-11
Closed -$2.03K – 254
2023
Q3 		$2.03K Buy
+11
New +$2K ﹤0.01% 679

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HeadInvest LLC's APPF Position: Q4 2023 in Review

HeadInvest LLC sold out of AppFolio (APPF) in Q4 2023, closing a stake of 11 shares — an estimated $2.03K sold.

HeadInvest LLC first reported a position in APPF in Q3 2023 and held it in 1 quarter. The position peaked at $2.03K in Q3 2023. 294 funds tracked by Wall St. Rank hold APPF as of Q4 2023.

  • HeadInvest LLC reported no remaining AppFolio position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 11 AppFolio shares in Q4 2023, an estimated $2.03K.
  • HeadInvest LLC first reported a position in AppFolio in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's AppFolio position peaked at $2.03K in Q3 2023.
  • 294 funds tracked by Wall St. Rank held AppFolio as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.