SCGE Management’s AppFolio APPF Stock Holding History

SCGE Management’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
2016 Q2	–	Sell	-746,074	Closed	-$9.13M	–	15
2016 Q1	$9.13M	Buy	746,074 +227,038	+44%	+$2.89M	1.53%	14
2015 Q4	$7.58M	Sell	519,036 -180,964	-26%	-$3.03M	1.15%	21
2015 Q3	$11.8M	Hold	700,000	–	–	1.91%	16
2015 Q2	$9.87M	Buy	+700,000	New	+$9.77M	1.31%	21

Other funds holding APPF

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

WEO

William E. Oberndorf $55M AUM 15.01% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SCGE Management's APPF Position: Q2 2016 in Review

SCGE Management sold out of AppFolio (APPF) in Q2 2016, closing a stake of 746,074 shares — an estimated $9.13M sold.

SCGE Management first reported a position in APPF in Q2 2015 and held it in 4 quarters. The position peaked at $11.8M in Q3 2015. 31 funds tracked by Wall St. Rank hold APPF as of Q2 2016.

SCGE Management reported no remaining AppFolio position as of Q2 2016 after selling out during the quarter.
SCGE Management sold 746,074 AppFolio shares in Q2 2016, an estimated $9.13M.
SCGE Management first reported a position in AppFolio in Q2 2015 and held it in 4 quarters.
SCGE Management's AppFolio position peaked at $11.8M in Q3 2015.
31 funds tracked by Wall St. Rank held AppFolio as of Q2 2016.

Based on SCGE Management's 13F filing for Q2 2016, filed 15 Aug 2016.