O'Neil Global Advisors’s AppFolio APPF Stock Holding History

O'Neil Global Advisors’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
2023 Q4	–	Sell	-3,040	Closed	-$555K	–	53
2023 Q3	$555K	Buy	+3,040	New	+$551K	0.5%	25

Other funds holding APPF

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

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

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GGHC

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

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

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

O'Neil Global Advisors's APPF Position: Q4 2023 in Review

O'Neil Global Advisors sold out of AppFolio (APPF) in Q4 2023, closing a stake of 3,040 shares — an estimated $555K sold.

O'Neil Global Advisors first reported a position in APPF in Q3 2023 and held it in 1 quarter. The position peaked at $555K in Q3 2023. 294 funds tracked by Wall St. Rank hold APPF as of Q4 2023.

O'Neil Global Advisors reported no remaining AppFolio position as of Q4 2023 after selling out during the quarter.
O'Neil Global Advisors sold 3,040 AppFolio shares in Q4 2023, an estimated $555K.
O'Neil Global Advisors first reported a position in AppFolio in Q3 2023 and held it in 1 quarter.
O'Neil Global Advisors's AppFolio position peaked at $555K in Q3 2023.
294 funds tracked by Wall St. Rank held AppFolio as of Q4 2023.

Based on O'Neil Global Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.