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

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $292M AUM 6.08% 1-Year Est. Return

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return