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Lombard Odier Asset Management (USA)’s AppFolio APPF Stock Holding History

Lombard Odier Asset Management (USA)’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
2024
Q4 		– Sell
-5,306
Closed -$1.25M – 289
2024
Q3 		$1.25M Buy
+5,306
New +$1.24M 0.08% 112
2024
Q2 		– Sell
-2,414
Closed -$596K – 263
2024
Q1 		$596K Buy
+2,414
New +$521K 0.01% 228

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s APPF Position: Q4 2024 in Review

Lombard Odier Asset Management (USA) sold out of AppFolio (APPF) in Q4 2024, closing a stake of 5,306 shares — an estimated $1.25M sold.

Lombard Odier Asset Management (USA) first reported a position in APPF in Q1 2024 and held it in 2 quarters. The position peaked at $1.25M in Q3 2024. 388 funds tracked by Wall St. Rank hold APPF as of Q4 2024.

  • Lombard Odier Asset Management (USA) reported no remaining AppFolio position as of Q4 2024 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 5,306 AppFolio shares in Q4 2024, an estimated $1.25M.
  • Lombard Odier Asset Management (USA) first reported a position in AppFolio in Q1 2024 and held it in 2 quarters.
  • Lombard Odier Asset Management (USA)'s AppFolio position peaked at $1.25M in Q3 2024.
  • 388 funds tracked by Wall St. Rank held AppFolio as of Q4 2024.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q4 2024, filed 14 Feb 2025.