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Putnam Investments’s AppFolio APPF Stock Holding History

Putnam Investments’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
Q4 		$7.1M Buy
41,010
+26,179
+177% +$4.9M 0.01% 381
2023
Q3 		$2.71M Buy
+14,831
New +$2.69M ﹤0.01% 658

Other funds holding APPF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $797M AUM 4.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Putnam Investments's APPF Position: Q4 2023 in Review

Putnam Investments increased its AppFolio (APPF) stake by 177% in Q4 2023, buying an estimated $4.9M and bringing the position to 41,010 shares worth $7.1M. The position accounts for 0.01% of the portfolio, ranked #381.

Putnam Investments first reported a position in APPF in Q3 2023 and has held it in 2 quarters since. 295 funds tracked by Wall St. Rank hold APPF as of Q4 2023.

  • Putnam Investments held 41,010 shares of AppFolio worth $7.1M as of Q4 2023.
  • Putnam Investments bought 26,179 AppFolio shares in Q4 2023, an estimated $4.9M.
  • AppFolio made up 0.01% of Putnam Investments's portfolio in Q4 2023, its #381 holding.
  • Putnam Investments first reported a position in AppFolio in Q3 2023 and has held it in 2 quarters since.
  • 295 funds tracked by Wall St. Rank held AppFolio as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.