Marshall Wace North America’s AppFolio APPF Stock Holding History

Marshall Wace North America’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
2020 Q4	–	Sell	-4,011	Closed	-$569K	–	1295
2020 Q3	$569K	Buy	+4,011	New	+$618K	﹤0.01%	938
2020 Q2	–	Sell	-3,267	Closed	-$362K	–	1144
2020 Q1	$362K	Buy	+3,267	New	+$390K	﹤0.01%	820
2018 Q3	–	Sell	-118,338	Closed	-$7.24M	–	910
2018 Q2	$7.24M	Buy	118,338 +22,907	+24%	+$1.25M	0.04%	414
2018 Q1	$3.9M	Buy	+95,431	New	+$3.97M	0.02%	621

Other funds holding APPF

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WEO

William E. Oberndorf $55M AUM 15.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace North America's APPF Position: Q4 2020 in Review

Marshall Wace North America sold out of AppFolio (APPF) in Q4 2020, closing a stake of 4,011 shares — an estimated $569K sold.

Marshall Wace North America first reported a position in APPF in Q1 2018 and held it in 4 quarters. The position peaked at $7.24M in Q2 2018. 182 funds tracked by Wall St. Rank hold APPF as of Q4 2020.

Marshall Wace North America reported no remaining AppFolio position as of Q4 2020 after selling out during the quarter.
Marshall Wace North America sold 4,011 AppFolio shares in Q4 2020, an estimated $569K.
Marshall Wace North America first reported a position in AppFolio in Q1 2018 and held it in 4 quarters.
Marshall Wace North America's AppFolio position peaked at $7.24M in Q2 2018.
182 funds tracked by Wall St. Rank held AppFolio as of Q4 2020.

Based on Marshall Wace North America's 13F filing for Q4 2020, filed 16 Feb 2021.