William E. Oberndorf’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-24,184
| Closed | -$5.32M | – | 9 |
|
|
2025
Q1 | $5.32M | Buy |
24,184
+20,245
| +514% | +$4.45M | 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% | -$3.3M | 1.69% | 9 |
|
|
2024
Q1 | $4.3M | Hold |
17,433
| – | – | 7.02% | 7 |
|
|
2023
Q4 | $3.02M | Buy |
+17,433
| New | +$3.02M | 4.92% | 9 |
|
|
2021
Q2 | – | Sell |
-411,532
| Closed | -$58.2M | – | 8 |
|
|
2021
Q1 | $58.2M | Sell |
411,532
-418,508
| -50% | -$59.2M | 46.68% | 1 |
|
|
2020
Q4 | $149M | Sell |
830,040
-101,811
| -11% | -$18.3M | 66.98% | 1 |
|
|
2020
Q3 | $132M | Hold |
931,851
| – | – | 72.81% | 1 |
|
|
2020
Q2 | $152M | Sell |
931,851
-11,984
| -1% | -$1.95M | 75.17% | 1 |
|
|
2020
Q1 | $105M | Sell |
943,835
-18,774
| -2% | -$2.08M | 73.87% | 1 |
|
|
2019
Q4 | $106M | Sell |
962,609
-4,515
| -0.5% | -$496K | 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% | +$8.72M | 41.89% | 1 |
|
|
2018
Q4 | $50.8M | Buy |
857,242
+137,800
| +19% | +$8.16M | 32.09% | 2 |
|
|
2018
Q3 | $56.4M | Sell |
719,442
-114,653
| -14% | -$8.99M | 32.54% | 1 |
|
|
2018
Q2 | $51M | Sell |
834,095
-2,452
| -0.3% | -$150K | 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% | -$106K | 27.8% | 2 |
|
|
2017
Q1 | $22.8M | Sell |
839,797
-542,000
| -39% | -$14.7M | 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% | +$163K | 40.07% | 1 |
|
|
2015
Q4 | $20M | Buy |
1,368,355
+666,667
| +95% | +$9.73M | 50.23% | 1 |
|
|
2015
Q3 | $11.8M | Buy |
701,688
+26,000
| +4% | +$438K | 37.76% | 2 |
|
|
2015
Q2 | $9.53M | Buy |
+675,688
| New | +$9.53M | 39.37% | 2 |
|