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Marc Stad’s AppFolio APPF Stock Holding History

Marc Stad’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
Q4 		– Sell
-133,413
Closed -$10.5M – 26
2018
Q3 		$10.5M Sell
133,413
-289,730
-68% -$21.9M 0.85% 16
2018
Q2 		$25.9M Sell
423,143
-142,200
-25% -$7.75M 2.27% 14
2018
Q1 		$23.1M Hold
565,343
– – 3.27% 12
2017
Q4 		$23.5M Sell
565,343
-535,978
-49% -$24M 3.84% 12
2017
Q3 		$52.8M Sell
1,101,321
-792,329
-42% -$31.1M 8.67% 4
2017
Q2 		$61.7M Sell
1,893,650
-230,353
-11% -$6.62M 10.62% 3
2017
Q1 		$57.8M Buy
2,124,003
+66,659
+3% +$1.59M 10.29% 2
2016
Q4 		$49.1M Hold
2,057,344
– – 11.6% 2
2016
Q3 		$40M Hold
2,057,344
– – 9.03% 5
2016
Q2 		$29.7M Buy
2,057,344
+364,919
+22% +$4.87M 7.53% 8
2016
Q1 		$20.7M Buy
1,692,425
+858,760
+103% +$10.9M 6.52% 8
2015
Q4 		$12.2M Hold
833,665
– – 3.68% 11
2015
Q3 		$14M Buy
833,665
+41,589
+5% +$673K 5.52% 9
2015
Q2 		$11.2M Buy
+792,076
New +$11.1M 3.8% 12

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $363M AUM 65.91% 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

Marc Stad's APPF Position: Q4 2018 in Review

Marc Stad sold out of AppFolio (APPF) in Q4 2018, closing a stake of 133,413 shares — an estimated $10.5M sold.

Marc Stad first reported a position in APPF in Q2 2015 and held it in 14 quarters. The position peaked at $61.7M in Q2 2017. 120 funds tracked by Wall St. Rank hold APPF as of Q4 2018.

  • Marc Stad reported no remaining AppFolio position as of Q4 2018 after selling out during the quarter.
  • Marc Stad sold 133,413 AppFolio shares in Q4 2018, an estimated $10.5M.
  • Marc Stad first reported a position in AppFolio in Q2 2015 and held it in 14 quarters.
  • Marc Stad's AppFolio position peaked at $61.7M in Q2 2017.
  • 120 funds tracked by Wall St. Rank held AppFolio as of Q4 2018.

Based on Dragoneer Investment Group's 13F filing for Q4 2018, filed 14 Feb 2019.