Kerrisdale Advisers’s AppFolio APPF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.98M Buy
12,942
+3,194
+33% +$736K 1.55% 18
2025
Q1
$2.14M Buy
+9,748
New +$2.14M 0.9% 22