Ownership Capital B.V.’s AppFolio APPF Stock Holding History

Ownership Capital B.V.’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
2022 Q4	–	Sell	-269,954	Closed	-$28.3M	–	21
2022 Q3	$28.3M	Sell	269,954 -19,982	-7%	-$2.04M	0.55%	23
2022 Q2	$26.3M	Buy	289,936 +12,453	+4%	+$1.26M	0.45%	23
2022 Q1	$31.4M	Sell	277,483 -7,647	-3%	-$881K	0.41%	25
2021 Q4	$34.5M	Sell	285,130 -7,082	-2%	-$897K	0.37%	24
2021 Q3	$35.2M	Buy	292,212 +9,271	+3%	+$1.2M	0.4%	24
2021 Q2	$40M	Buy	282,941 +6,897	+2%	+$958K	0.46%	23
2021 Q1	$39M	Buy	+276,044	New	+$42.9M	0.51%	21

Other funds holding APPF

BCM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

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

ESCM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

DIGDR

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

GGHC

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

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

Ownership Capital B.V.'s APPF Position: Q4 2022 in Review

Ownership Capital B.V. sold out of AppFolio (APPF) in Q4 2022, closing a stake of 269,954 shares — an estimated $28.3M sold.

Ownership Capital B.V. first reported a position in APPF in Q1 2021 and held it in 7 quarters. The position peaked at $40M in Q2 2021. 188 funds tracked by Wall St. Rank hold APPF as of Q4 2022.

Ownership Capital B.V. reported no remaining AppFolio position as of Q4 2022 after selling out during the quarter.
Ownership Capital B.V. sold 269,954 AppFolio shares in Q4 2022, an estimated $28.3M.
Ownership Capital B.V. first reported a position in AppFolio in Q1 2021 and held it in 7 quarters.
Ownership Capital B.V.'s AppFolio position peaked at $40M in Q2 2021.
188 funds tracked by Wall St. Rank held AppFolio as of Q4 2022.

Based on Ownership Capital B.V.'s 13F filing for Q4 2022, filed 7 Feb 2023.