Skye Global Management’s AppFolio APPF Stock Holding History

Skye Global 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
2022 Q3	–	Sell	-163,875	Closed	-$14.9M	–	22
2022 Q2	$14.9M	Sell	163,875 -23,625	-13%	-$2.38M	0.32%	19
2022 Q1	$21.2M	Buy	187,500 +57,000	+44%	+$6.57M	0.35%	19
2021 Q4	$15.8M	Buy	130,500 +117,400	+896%	+$14.9M	0.27%	27
2021 Q3	$1.58M	Buy	+13,100	New	+$1.7M	0.03%	52
2021 Q1	–	Sell	-2,900	Closed	-$522K	–	65
2020 Q4	$522K	Hold	2,900	–	–	0.01%	52
2020 Q3	$411K	Buy	2,900 +1,900	+190%	+$293K	0.01%	69
2020 Q2	$163K	Hold	1,000	–	–	0.01%	64
2020 Q1	$111K	Sell	1,000 -1,800	-64%	-$215K	0.01%	52
2019 Q4	$308K	Sell	2,800 -700	-20%	-$71.4K	0.03%	43
2019 Q3	$333K	Buy	+3,500	New	+$348K	0.03%	29
2019 Q1	–	Sell	-1,900	Closed	-$113K	–	56
2018 Q4	$113K	Buy	+1,900	New	+$115K	0.02%	36
2018 Q3	–	Sell	-9,800	Closed	-$599K	–	44
2018 Q2	$599K	Buy	+9,800	New	+$534K	0.13%	24

Other funds holding APPF

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

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

ESCM

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

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

DIGDR

Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $244M AUM 32.38% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Skye Global Management's APPF Position: Q3 2022 in Review

Skye Global Management sold out of AppFolio (APPF) in Q3 2022, closing a stake of 163,875 shares — an estimated $14.9M sold.

Skye Global Management first reported a position in APPF in Q2 2018 and held it in 12 quarters. The position peaked at $21.2M in Q1 2022. 162 funds tracked by Wall St. Rank hold APPF as of Q3 2022.

Skye Global Management reported no remaining AppFolio position as of Q3 2022 after selling out during the quarter.
Skye Global Management sold 163,875 AppFolio shares in Q3 2022, an estimated $14.9M.
Skye Global Management first reported a position in AppFolio in Q2 2018 and held it in 12 quarters.
Skye Global Management's AppFolio position peaked at $21.2M in Q1 2022.
162 funds tracked by Wall St. Rank held AppFolio as of Q3 2022.

Based on Skye Global Management's 13F filing for Q3 2022, filed 14 Nov 2022.