UBS Group’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $23.4M | Buy |
101,781
+31,710
| +45% | +$7.3M | ﹤0.01% | 1727 |
|
2025
Q1 | $15.4M | Buy |
70,071
+44,577
| +175% | +$9.8M | ﹤0.01% | 1997 |
|
2024
Q4 | $6.29M | Buy |
25,494
+10,460
| +70% | +$2.58M | ﹤0.01% | 2773 |
|
2024
Q3 | $3.54M | Buy |
15,034
+1,496
| +11% | +$352K | ﹤0.01% | 2565 |
|
2024
Q2 | $3.31M | Sell |
13,538
-13,484
| -50% | -$3.3M | ﹤0.01% | 2432 |
|
2024
Q1 | $6.67M | Sell |
27,022
-3,781
| -12% | -$933K | ﹤0.01% | 1923 |
|
2023
Q4 | $5.34M | Buy |
30,803
+18,571
| +152% | +$3.22M | ﹤0.01% | 1961 |
|
2023
Q3 | $2.23M | Buy |
12,232
+318
| +3% | +$58.1K | ﹤0.01% | 2462 |
|
2023
Q2 | $2.05M | Buy |
11,914
+8,708
| +272% | +$1.5M | ﹤0.01% | 2669 |
|
2023
Q1 | $399K | Buy |
3,206
+2,057
| +179% | +$256K | ﹤0.01% | 3865 |
|
2022
Q4 | $121K | Buy |
1,149
+870
| +312% | +$91.7K | ﹤0.01% | 4810 |
|
2022
Q3 | $30K | Buy |
279
+10
| +4% | +$1.08K | ﹤0.01% | 5786 |
|
2022
Q2 | $25K | Sell |
269
-1,811
| -87% | -$168K | ﹤0.01% | 5559 |
|
2022
Q1 | $236K | Sell |
2,080
-3,725
| -64% | -$423K | ﹤0.01% | 4251 |
|
2021
Q4 | $703K | Buy |
5,805
+4,518
| +351% | +$547K | ﹤0.01% | 3724 |
|
2021
Q3 | $155K | Buy |
1,287
+1,140
| +776% | +$137K | ﹤0.01% | 4457 |
|
2021
Q2 | $21K | Sell |
147
-4,035
| -96% | -$576K | ﹤0.01% | 6176 |
|
2021
Q1 | $592K | Buy |
4,182
+1,557
| +59% | +$220K | ﹤0.01% | 3812 |
|
2020
Q4 | $473K | Buy |
2,625
+2,039
| +348% | +$367K | ﹤0.01% | 3716 |
|
2020
Q3 | $83K | Sell |
586
-9,748
| -94% | -$1.38M | ﹤0.01% | 4453 |
|
2020
Q2 | $1.68M | Sell |
10,334
-5,477
| -35% | -$891K | ﹤0.01% | 2413 |
|
2020
Q1 | $1.75M | Sell |
15,811
-7,837
| -33% | -$869K | ﹤0.01% | 2257 |
|
2019
Q4 | $2.6M | Buy |
23,648
+7,823
| +49% | +$860K | ﹤0.01% | 2554 |
|
2019
Q3 | $1.51M | Buy |
15,825
+7,595
| +92% | +$723K | ﹤0.01% | 2862 |
|
2019
Q2 | $842K | Sell |
8,230
-2,028
| -20% | -$207K | ﹤0.01% | 3165 |
|
2019
Q1 | $814K | Sell |
10,258
-3,184
| -24% | -$253K | ﹤0.01% | 3062 |
|
2018
Q4 | $796K | Sell |
13,442
-27,311
| -67% | -$1.62M | ﹤0.01% | 3168 |
|
2018
Q3 | $3.2M | Buy |
40,753
+30,409
| +294% | +$2.38M | ﹤0.01% | 2231 |
|
2018
Q2 | $632K | Buy |
10,344
+2,805
| +37% | +$171K | ﹤0.01% | 3386 |
|
2018
Q1 | $308K | Sell |
7,539
-402
| -5% | -$16.4K | ﹤0.01% | 3738 |
|
2017
Q4 | $329K | Buy |
7,941
+19
| +0.2% | +$787 | ﹤0.01% | 3719 |
|
2017
Q3 | $380K | Sell |
7,922
-2,937
| -27% | -$141K | ﹤0.01% | 3631 |
|
2017
Q2 | $354K | Buy |
10,859
+5,672
| +109% | +$185K | ﹤0.01% | 3572 |
|
2017
Q1 | $142K | Buy |
5,187
+3,629
| +233% | +$99.3K | ﹤0.01% | 4015 |
|
2016
Q4 | $37K | Buy |
1,558
+847
| +119% | +$20.1K | ﹤0.01% | 5133 |
|
2016
Q3 | $14K | Sell |
711
-2,475
| -78% | -$48.7K | ﹤0.01% | 5641 |
|
2016
Q2 | $46K | Buy |
3,186
+2,986
| +1,493% | +$43.1K | ﹤0.01% | 4722 |
|
2016
Q1 | $2K | Sell |
200
-1,911
| -91% | -$19.1K | ﹤0.01% | 6408 |
|
2015
Q4 | $31K | Buy |
+2,111
| New | +$31K | ﹤0.01% | 5168 |
|
2015
Q3 | – | Sell |
-2,783
| Closed | -$39K | – | 6828 |
|
2015
Q2 | $39K | Buy |
+2,783
| New | +$39K | ﹤0.01% | 4944 |
|