Next Century Growth Investors’s AppFolio APPF Stock Holding History

Next Century Growth Investors’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	-26,135	Closed	-$6.15M	–	132
2024 Q3	$6.15M	Sell	26,135 -11,917	-31%	-$2.79M	0.5%	67
2024 Q2	$9.31M	Buy	38,052 +10,000	+36%	+$2.33M	0.77%	46
2024 Q1	$6.92M	Sell	28,052 -6,211	-18%	-$1.34M	0.6%	50
2023 Q4	$5.94M	Buy	34,263 +4,915	+17%	+$921K	0.58%	48
2023 Q3	$5.36M	Buy	29,348 +12,199	+71%	+$2.21M	0.58%	48
2023 Q2	$2.95M	Buy	+17,149	New	+$2.5M	0.28%	80

Other funds holding APPF

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

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 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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Century Growth Investors's APPF Position: Q4 2024 in Review

Next Century Growth Investors sold out of AppFolio (APPF) in Q4 2024, closing a stake of 26,135 shares — an estimated $6.15M sold.

Next Century Growth Investors first reported a position in APPF in Q2 2023 and held it in 6 quarters. The position peaked at $9.31M in Q2 2024. 388 funds tracked by Wall St. Rank hold APPF as of Q4 2024.

Next Century Growth Investors reported no remaining AppFolio position as of Q4 2024 after selling out during the quarter.
Next Century Growth Investors sold 26,135 AppFolio shares in Q4 2024, an estimated $6.15M.
Next Century Growth Investors first reported a position in AppFolio in Q2 2023 and held it in 6 quarters.
Next Century Growth Investors's AppFolio position peaked at $9.31M in Q2 2024.
388 funds tracked by Wall St. Rank held AppFolio as of Q4 2024.

Based on Next Century Growth Investors's 13F filing for Q4 2024, filed 13 Feb 2025.