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Osterweis Capital Management’s AppFolio APPF Stock Holding History

Osterweis Capital Management’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
2018
Q4 		– Sell
-89,050
Closed -$6.98M – 100
2018
Q3 		$6.98M Buy
89,050
+6,945
+8% +$525K 0.45% 66
2018
Q2 		$5.02M Buy
+82,105
New +$4.47M 0.32% 67

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WEO
William E. Oberndorf $55M AUM 15.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $363M AUM 65.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

Osterweis Capital Management's APPF Position: Q4 2018 in Review

Osterweis Capital Management sold out of AppFolio (APPF) in Q4 2018, closing a stake of 89,050 shares — an estimated $6.98M sold.

Osterweis Capital Management first reported a position in APPF in Q2 2018 and held it in 2 quarters. The position peaked at $6.98M in Q3 2018. 120 funds tracked by Wall St. Rank hold APPF as of Q4 2018.

  • Osterweis Capital Management reported no remaining AppFolio position as of Q4 2018 after selling out during the quarter.
  • Osterweis Capital Management sold 89,050 AppFolio shares in Q4 2018, an estimated $6.98M.
  • Osterweis Capital Management first reported a position in AppFolio in Q2 2018 and held it in 2 quarters.
  • Osterweis Capital Management's AppFolio position peaked at $6.98M in Q3 2018.
  • 120 funds tracked by Wall St. Rank held AppFolio as of Q4 2018.

Based on Osterweis Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.