NIP
Nicholas Investment Partners’s AppFolio APPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.42M | Sell |
36,546
-6,768
| -16% | -$1.56M | 0.75% | 36 |
|
|
2025
Q1 | $9.52M | Sell |
43,314
-1,016
| -2% | -$223K | 0.98% | 25 |
|
|
2024
Q4 | $10.9M | Sell |
44,330
-6,755
| -13% | -$1.67M | 0.96% | 27 |
|
|
2024
Q3 | $12M | Buy |
51,085
+2,619
| +5% | +$617K | 1.1% | 15 |
|
|
2024
Q2 | $11.9M | Buy |
48,466
+4,928
| +11% | +$1.21M | 1.23% | 18 |
|
|
2024
Q1 | $10.7M | Buy |
43,538
+595
| +1% | +$147K | 1.1% | 16 |
|
|
2023
Q4 | $7.44M | Buy |
42,943
+11,551
| +37% | +$2M | 0.87% | 31 |
|
|
2023
Q3 | $5.73M | Buy |
31,392
+6,969
| +29% | +$1.27M | 0.43% | 62 |
|
|
2023
Q2 | $4.2M | Buy |
+24,423
| New | +$4.2M | 0.29% | 85 |
|
|
2016
Q1 | – | Sell |
-114,221
| Closed | -$1.67M | – | 305 |
|
|
2015
Q4 | $1.67M | Buy |
114,221
+36,826
| +48% | +$538K | 0.12% | 263 |
|
|
2015
Q3 | $1.3M | Buy |
77,395
+54,504
| +238% | +$918K | 0.09% | 274 |
|
|
2015
Q2 | $323K | Buy |
+22,891
| New | +$323K | 0.02% | 300 |
|