Private Advisor Group’s AppFolio APPF Stock Holding History

Private Advisor Group’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 Q4	–	Sell	-853	Closed	-$201K	–	2285
2024 Q3	$201K	Sell	853 -946	-53%	-$221K	﹤0.01%	2220
2024 Q2	$440K	Sell	1,799 -310	-15%	-$72.2K	﹤0.01%	1632
2024 Q1	$520K	Buy	2,109 +9	+0.4%	+$1.94K	﹤0.01%	1491
2023 Q4	$364K	Buy	2,100 +348	+20%	+$65.2K	﹤0.01%	1663
2023 Q3	$320K	Hold	1,752	–	–	﹤0.01%	1582
2023 Q2	$302K	Hold	1,752	–	–	﹤0.01%	1627
2023 Q1	$218K	Buy	+1,752	New	+$211K	﹤0.01%	1750
2022 Q2	–	Sell	-1,814	Closed	-$205K	–	2119
2022 Q1	$205K	Hold	1,814	–	–	﹤0.01%	1879
2021 Q4	$220K	Hold	1,814	–	–	﹤0.01%	1887
2021 Q3	$218K	Hold	1,814	–	–	﹤0.01%	1828
2021 Q2	$256K	Hold	1,814	–	–	﹤0.01%	1708
2021 Q1	$257K	Hold	1,814	–	–	﹤0.01%	1628
2020 Q4	$327K	Hold	1,814	–	–	﹤0.01%	1422
2020 Q3	$257K	Hold	1,814	–	–	﹤0.01%	1313
2020 Q2	$295K	Hold	1,814	–	–	﹤0.01%	1215
2020 Q1	$201K	Buy	+1,814	New	+$216K	﹤0.01%	1231

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

ACM

Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GGHC

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Private Advisor Group's APPF Position: Q4 2024 in Review

Private Advisor Group sold out of AppFolio (APPF) in Q4 2024, closing a stake of 853 shares — an estimated $201K sold.

Private Advisor Group first reported a position in APPF in Q1 2020 and held it in 16 quarters. The position peaked at $520K in Q1 2024. 388 funds tracked by Wall St. Rank hold APPF as of Q4 2024.

Private Advisor Group reported no remaining AppFolio position as of Q4 2024 after selling out during the quarter.
Private Advisor Group sold 853 AppFolio shares in Q4 2024, an estimated $201K.
Private Advisor Group first reported a position in AppFolio in Q1 2020 and held it in 16 quarters.
Private Advisor Group's AppFolio position peaked at $520K in Q1 2024.
388 funds tracked by Wall St. Rank held AppFolio as of Q4 2024.

Based on Private Advisor Group's 13F filing for Q4 2024, filed 3 Feb 2025.