OQS
APPF icon

Occudo Quantitative Strategies’s AppFolio APPF Stock Holding History

Occudo Quantitative Strategies’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
2026
Q1 		$730K Buy
+4,369
New +$828K 0.04% 447
2023
Q4 		– Sell
-2,022
Closed -$369K – 788
2023
Q3 		$369K Buy
2,022
+181
+10% +$32.8K 0.05% 596
2023
Q2 		$317K Sell
1,841
-9,448
-84% -$1.38M 0.03% 722
2023
Q1 		$1.41M Buy
11,289
+13
+0.1% +$1.57K 0.13% 226
2022
Q4 		$1.19M Sell
11,276
-527
-4% -$58.6K 0.14% 237
2022
Q3 		$1.24M Buy
11,803
+3,485
+42% +$355K 0.1% 322
2022
Q2 		$754K Buy
8,318
+821
+11% +$82.8K 0.06% 476
2022
Q1 		$849K Hold
7,497
– – 0.07% 435
2021
Q4 		$908K Sell
7,497
-72
-1% -$9.12K 0.08% 400
2021
Q3 		$911K Buy
+7,569
New +$983K 0.11% 323

Other funds holding APPF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return