Zeno Equity Partners’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
-88,789
Closed -$19.5M 12
2025
Q1
$19.5M Sell
88,789
-40,467
-31% -$8.9M 7.06% 7
2024
Q4
$31.9M Sell
129,256
-47,669
-27% -$11.8M 9.57% 5
2024
Q3
$41.6M Buy
176,925
+4,361
+3% +$1.03M 11.62% 3
2024
Q2
$42.2M Sell
172,564
-33,217
-16% -$8.12M 11.23% 4
2024
Q1
$50.8M Buy
205,781
+12,786
+7% +$3.15M 11.37% 3
2023
Q4
$33.4M Buy
+192,995
New +$33.4M 8.81% 2