William E. Oberndorf’s AppFolio APPF Stock Holding History

William E. Oberndorf’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 Q2	–	Sell	-24,184	Closed	-$5.32M	–	9
2025 Q1	$5.32M	Buy	24,184 +20,245	+514%	+$4.64M	6.82%	7
2024 Q4	$972K	Hold	3,939	–	–	1.62%	6
2024 Q3	$927K	Hold	3,939	–	–	1.23%	8
2024 Q2	$963K	Sell	3,939 -13,494	-77%	-$3.14M	1.69%	9
2024 Q1	$4.3M	Hold	17,433	–	–	7.02%	7
2023 Q4	$3.02M	Buy	+17,433	New	+$3.27M	4.92%	9
2021 Q2	–	Sell	-411,532	Closed	-$58.2M	–	8
2021 Q1	$58.2M	Sell	411,532 -418,508	-50%	-$65M	46.68%	1
2020 Q4	$149M	Sell	830,040 -101,811	-11%	-$16.3M	66.98%	1
2020 Q3	$132M	Hold	931,851	–	–	72.81%	1
2020 Q2	$152M	Sell	931,851 -11,984	-1%	-$1.57M	75.17%	1
2020 Q1	$105M	Sell	943,835 -18,774	-2%	-$2.24M	73.87%	1
2019 Q4	$106M	Sell	962,609 -4,515	-0.5%	-$460K	58.3%	1
2019 Q3	$92.1M	Hold	967,124	–	–	49.66%	1
2019 Q2	$98.9M	Hold	967,124	–	–	48.38%	1
2019 Q1	$76.8M	Buy	967,124 +109,882	+13%	+$7.35M	41.89%	1
2018 Q4	$50.8M	Buy	857,242 +137,800	+19%	+$8.36M	32.09%	2
2018 Q3	$56.4M	Sell	719,442 -114,653	-14%	-$8.67M	32.54%	1
2018 Q2	$51M	Sell	834,095 -2,452	-0.3%	-$134K	42.51%	1
2018 Q1	$34.2M	Hold	836,547	–	–	31.72%	2
2017 Q4	$34.7M	Hold	836,547	–	–	28.31%	2
2017 Q3	$40.1M	Hold	836,547	–	–	31.53%	2
2017 Q2	$27.3M	Sell	836,547 -3,250	-0.4%	-$93.3K	27.8%	2
2017 Q1	$22.8M	Sell	839,797 -542,000	-39%	-$12.9M	25.54%	2
2016 Q4	$33M	Hold	1,381,797	–	–	39.09%	1
2016 Q3	$26.6M	Hold	1,381,797	–	–	52.04%	1
2016 Q2	$19.8M	Hold	1,381,797	–	–	59.9%	1
2016 Q1	$16.7M	Buy	1,381,797 +13,442	+1%	+$171K	40.07%	1
2015 Q4	$20M	Buy	1,368,355 +666,667	+95%	+$11.2M	50.23%	1
2015 Q3	$11.8M	Buy	701,688 +26,000	+4%	+$421K	37.76%	2
2015 Q2	$9.53M	Buy	+675,688	New	+$9.43M	39.37%	2

Other funds holding APPF

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

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

ACM

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BCM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GGHC

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

William E. Oberndorf's APPF Position: Q2 2025 in Review

William E. Oberndorf sold out of AppFolio (APPF) in Q2 2025, closing a stake of 24,184 shares — an estimated $5.32M sold.

William E. Oberndorf first reported a position in APPF in Q2 2015 and held it in 30 quarters. The position peaked at $152M in Q2 2020. 385 funds tracked by Wall St. Rank hold APPF as of Q2 2025.

William E. Oberndorf reported no remaining AppFolio position as of Q2 2025 after selling out during the quarter.
William E. Oberndorf sold 24,184 AppFolio shares in Q2 2025, an estimated $5.32M.
William E. Oberndorf first reported a position in AppFolio in Q2 2015 and held it in 30 quarters.
William E. Oberndorf's AppFolio position peaked at $152M in Q2 2020.
385 funds tracked by Wall St. Rank held AppFolio as of Q2 2025.

Based on William E. Oberndorf's 13F filing for Q2 2025, filed 11 Aug 2025.