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Paloma Partners’s AppFolio APPF Stock Holding History

Paloma Partners’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
2024
Q3 		– Sell
-12,366
Closed -$3.02M – 1152
2024
Q2 		$3.02M Buy
12,366
+11,005
+809% +$2.56M 0.09% 253
2024
Q1 		$336K Buy
+1,361
New +$293K 0.02% 494
2020
Q4 		– Sell
-6,664
Closed -$945K – 1623
2020
Q3 		$945K Buy
+6,664
New +$1.03M 0.02% 774

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Paloma Partners's APPF Position: Q3 2024 in Review

Paloma Partners sold out of AppFolio (APPF) in Q3 2024, closing a stake of 12,366 shares — an estimated $3.02M sold.

Paloma Partners first reported a position in APPF in Q3 2020 and held it in 3 quarters. The position peaked at $3.02M in Q2 2024. 384 funds tracked by Wall St. Rank hold APPF as of Q3 2024.

  • Paloma Partners reported no remaining AppFolio position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 12,366 AppFolio shares in Q3 2024, an estimated $3.02M.
  • Paloma Partners first reported a position in AppFolio in Q3 2020 and held it in 3 quarters.
  • Paloma Partners's AppFolio position peaked at $3.02M in Q2 2024.
  • 384 funds tracked by Wall St. Rank held AppFolio as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.