UBS Group’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.8M | Buy |
100,137
+60,172
| +151% | +$11.4M | ﹤0.01% | 2849 |
|
|
2025
Q4 | $9.3M | Sell |
39,965
-14,030
| -26% | -$3.33M | ﹤0.01% | 3363 |
|
|
2025
Q3 | $14.9M | Sell |
53,995
-47,786
| -47% | -$12.9M | ﹤0.01% | 2888 |
|
|
2025
Q2 | $23.4M | Buy |
101,781
+31,710
| +45% | +$6.91M | ﹤0.01% | 2211 |
|
|
2025
Q1 | $15.4M | Buy |
70,071
+44,577
| +175% | +$10.2M | ﹤0.01% | 2601 |
|
|
2024
Q4 | $6.29M | Buy |
25,494
+10,460
| +70% | +$2.45M | ﹤0.01% | 3572 |
|
|
2024
Q3 | $3.54M | Buy |
15,034
+1,496
| +11% | +$350K | ﹤0.01% | 3422 |
|
|
2024
Q2 | $3.31M | Sell |
13,538
-13,484
| -50% | -$3.14M | ﹤0.01% | 3248 |
|
|
2024
Q1 | $6.67M | Sell |
27,022
-3,781
| -12% | -$815K | ﹤0.01% | 2655 |
|
|
2023
Q4 | $5.34M | Buy |
30,803
+18,571
| +152% | +$3.48M | ﹤0.01% | 2720 |
|
|
2023
Q3 | $2.23M | Buy |
12,232
+318
| +3% | +$57.7K | ﹤0.01% | 3337 |
|
|
2023
Q2 | $2.05M | Buy |
11,914
+8,708
| +272% | +$1.27M | ﹤0.01% | 3494 |
|
|
2023
Q1 | $399K | Buy |
3,206
+2,057
| +179% | +$248K | ﹤0.01% | 4872 |
|
|
2022
Q4 | $121K | Buy |
1,149
+870
| +312% | +$96.8K | ﹤0.01% | 5923 |
|
|
2022
Q3 | $30K | Buy |
279
+10
| +4% | +$1.02K | ﹤0.01% | 6871 |
|
|
2022
Q2 | $25K | Sell |
269
-1,811
| -87% | -$183K | ﹤0.01% | 6589 |
|
|
2022
Q1 | $236K | Sell |
2,080
-3,725
| -64% | -$429K | ﹤0.01% | 5223 |
|
|
2021
Q4 | $703K | Buy |
5,805
+4,518
| +351% | +$573K | ﹤0.01% | 4702 |
|
|
2021
Q3 | $155K | Buy |
1,287
+1,140
| +776% | +$148K | ﹤0.01% | 5514 |
|
|
2021
Q2 | $21K | Sell |
147
-4,035
| -96% | -$560K | ﹤0.01% | 7267 |
|
|
2021
Q1 | $592K | Buy |
4,182
+1,557
| +59% | +$242K | ﹤0.01% | 4743 |
|
|
2020
Q4 | $473K | Buy |
2,625
+2,039
| +348% | +$326K | ﹤0.01% | 4644 |
|
|
2020
Q3 | $83K | Sell |
586
-9,748
| -94% | -$1.5M | ﹤0.01% | 5287 |
|
|
2020
Q2 | $1.68M | Sell |
10,334
-5,477
| -35% | -$717K | ﹤0.01% | 3036 |
|
|
2020
Q1 | $1.75M | Sell |
15,811
-7,837
| -33% | -$935K | ﹤0.01% | 2875 |
|
|
2019
Q4 | $2.6M | Buy |
23,648
+7,823
| +49% | +$798K | ﹤0.01% | 3287 |
|
|
2019
Q3 | $1.51M | Buy |
15,825
+7,595
| +92% | +$755K | ﹤0.01% | 3583 |
|
|
2019
Q2 | $842K | Sell |
8,230
-2,028
| -20% | -$192K | ﹤0.01% | 3885 |
|
|
2019
Q1 | $814K | Sell |
10,258
-3,184
| -24% | -$213K | ﹤0.01% | 3729 |
|
|
2018
Q4 | $796K | Sell |
13,442
-27,311
| -67% | -$1.66M | ﹤0.01% | 3888 |
|
|
2018
Q3 | $3.19M | Buy |
40,753
+30,409
| +294% | +$2.3M | ﹤0.01% | 2761 |
|
|
2018
Q2 | $632K | Buy |
10,344
+2,805
| +37% | +$153K | ﹤0.01% | 4141 |
|
|
2018
Q1 | $308K | Sell |
7,539
-402
| -5% | -$16.7K | ﹤0.01% | 4504 |
|
|
2017
Q4 | $329K | Buy |
7,941
+19
| +0.2% | +$852 | ﹤0.01% | 4580 |
|
|
2017
Q3 | $380K | Sell |
7,922
-2,937
| -27% | -$115K | ﹤0.01% | 4423 |
|
|
2017
Q2 | $354K | Buy |
10,859
+5,672
| +109% | +$163K | ﹤0.01% | 4370 |
|
|
2017
Q1 | $142K | Buy |
5,187
+3,629
| +233% | +$86.7K | ﹤0.01% | 4862 |
|
|
2016
Q4 | $37K | Buy |
1,558
+847
| +119% | +$17.6K | ﹤0.01% | 6054 |
|
|
2016
Q3 | $14K | Sell |
711
-2,475
| -78% | -$43.1K | ﹤0.01% | 6547 |
|
|
2016
Q2 | $46K | Buy |
3,186
+2,986
| +1,493% | +$39.9K | ﹤0.01% | 5578 |
|
|
2016
Q1 | $2K | Sell |
200
-1,911
| -91% | -$24.3K | ﹤0.01% | 7287 |
|
|
2015
Q4 | $31K | Buy |
+2,111
| New | +$35.4K | ﹤0.01% | 6297 |
|
|
2015
Q3 | – | Sell |
-2,783
| Closed | -$39K | – | 8384 |
|
|
2015
Q2 | $39K | Buy |
+2,783
| New | +$38.9K | ﹤0.01% | 6212 |
|
Other funds holding APPF
VPM
VCM
ACM
NCM
