Next Financial Group’s AppFolio APPF Stock Holding History

Next Financial Group’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
2021 Q4	$189K	Buy	1,564 +197	+14%	+$25K	0.01%	918
2021 Q3	$165K	Buy	1,367 +315	+30%	+$40.9K	0.01%	927
2021 Q2	$149K	Buy	1,052 +267	+34%	+$37.1K	0.01%	936
2021 Q1	$111K	Buy	785 +750	+2,143%	+$116K	0.01%	991
2020 Q4	$6K	Sell	35 -76	-68%	-$12.2K	﹤0.01%	1916
2020 Q3	$16K	Buy	+111	New	+$17.1K	﹤0.01%	1483
2019 Q4	–	Sell	-22	Closed	-$2K	–	2343
2019 Q3	$2K	Sell	22 -1,603	-99%	-$159K	﹤0.01%	2084
2019 Q2	$166K	Buy	+1,625	New	+$154K	0.02%	739
2019 Q1	–	Sell	-7	Closed	–	–	1641
2018 Q4	$0	Buy	+7	New	+$425	﹤0.01%	1943

Other funds holding APPF

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

DIGDR

Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $292M AUM 6.08% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Next Financial Group's APPF Position: Q4 2021 in Review

Next Financial Group increased its AppFolio (APPF) stake by 14% in Q4 2021, buying an estimated $25K and bringing the position to 1,564 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #918.

Next Financial Group first reported a position in APPF in Q4 2018 and has held it in 9 quarters since. 150 funds tracked by Wall St. Rank hold APPF as of Q4 2021.

Next Financial Group held 1,564 shares of AppFolio worth $189K as of Q4 2021.
Next Financial Group bought 197 AppFolio shares in Q4 2021, an estimated $25K.
AppFolio made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #918 holding.
Next Financial Group first reported a position in AppFolio in Q4 2018 and has held it in 9 quarters since.
150 funds tracked by Wall St. Rank held AppFolio as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.