Sierra Ocean’s AppFolio APPF Stock Holding History

Sierra Ocean’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
2025 Q3	–	Sell	-5	Closed	-$1.15K	–	113
2025 Q2	$1.15K	Hold	5	–	–	﹤0.01%	879
2025 Q1	$1.1K	Hold	5	–	–	﹤0.01%	905
2024 Q4	$1.23K	Buy	+5	New	+$1.17K	﹤0.01%	869

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

GGHC

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

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

Sierra Ocean's APPF Position: Q3 2025 in Review

Sierra Ocean sold out of AppFolio (APPF) in Q3 2025, closing a stake of 5 shares — an estimated $1.15K sold.

Sierra Ocean first reported a position in APPF in Q4 2024 and held it in 3 quarters. The position peaked at $1.23K in Q4 2024. 412 funds tracked by Wall St. Rank hold APPF as of Q3 2025.

Sierra Ocean reported no remaining AppFolio position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 5 AppFolio shares in Q3 2025, an estimated $1.15K.
Sierra Ocean first reported a position in AppFolio in Q4 2024 and held it in 3 quarters.
Sierra Ocean's AppFolio position peaked at $1.23K in Q4 2024.
412 funds tracked by Wall St. Rank held AppFolio as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.