Pathstone Family Office’s AppFolio APPF Stock Holding History

Pathstone Family Office’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 Q3	$260K	Buy	+1,422	New	+$258K	﹤0.01%	1374
2019 Q3	–	Sell	-1,039	Closed	-$106K	–	615
2019 Q2	$106K	Hold	1,039	–	–	0.01%	251
2019 Q1	$83K	Hold	1,039	–	–	0.01%	241
2018 Q4	$62K	Buy	+1,039	New	+$63.1K	0.02%	164

Other funds holding APPF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ESCM

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

FAM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GGHC

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

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

DDC

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

Pathstone Family Office's APPF Position: Q3 2023 in Review

Pathstone Family Office opened a new position in AppFolio (APPF) in Q3 2023: 1,422 shares worth $260K. The stake represents ﹤0.01% of the portfolio and ranks #1374 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in APPF as recently as Q2 2019.

Pathstone Family Office first reported a position in APPF in Q4 2018 and has held it in 4 quarters since. 245 funds tracked by Wall St. Rank hold APPF as of Q3 2023.

Pathstone Family Office held 1,422 shares of AppFolio worth $260K as of Q3 2023.
AppFolio was a new Pathstone Family Office position in Q3 2023.
AppFolio made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1374 holding.
Pathstone Family Office first reported a position in AppFolio in Q4 2018 and has held it in 4 quarters since.
245 funds tracked by Wall St. Rank held AppFolio as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.