JIR
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James Investment Research’s AppFolio APPF Stock Holding History

James Investment Research’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
2018
Q3 		– Sell
-36,120
Closed -$2.21M – 785
2018
Q2 		$2.21M Buy
+36,120
New +$1.97M 0.08% 277

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WEO
William E. Oberndorf $55M AUM 15.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

James Investment Research's APPF Position: Q3 2018 in Review

James Investment Research sold out of AppFolio (APPF) in Q3 2018, closing a stake of 36,120 shares — an estimated $2.21M sold.

James Investment Research first reported a position in APPF in Q2 2018 and held it in 1 quarter. The position peaked at $2.21M in Q2 2018. 136 funds tracked by Wall St. Rank hold APPF as of Q3 2018.

  • James Investment Research reported no remaining AppFolio position as of Q3 2018 after selling out during the quarter.
  • James Investment Research sold 36,120 AppFolio shares in Q3 2018, an estimated $2.21M.
  • James Investment Research first reported a position in AppFolio in Q2 2018 and held it in 1 quarter.
  • James Investment Research's AppFolio position peaked at $2.21M in Q2 2018.
  • 136 funds tracked by Wall St. Rank held AppFolio as of Q3 2018.

Based on James Investment Research's 13F filing for Q3 2018, filed 26 Oct 2018.