Dan Polen - Polen Capital Management
Holding/activity history for Appfolio Inc (APPF)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | 0 | 0.00 | Sell 100.00% | <0.01 | SEC | ||
| 2025 Q3 | 753 | <0.01 | Buy | <0.01 | $275.66 | $207,572 | SEC |
| 2024 Q3 | 0 | 0.00 | Sell 100.00% | 0.01 | SEC | ||
| 2024 Q2 | 17,855 | 0.01 | Reduce 32.51% | <0.01 | $244.58 | $4,366,891 | SEC |
| 2024 Q1 | 26,454 | 0.02 | Reduce 2.29% | <0.01 | $246.74 | $6,527,318 | SEC |
| 2023 Q4 | 27,075 | 0.01 | Reduce 21.87% | <0.01 | $173.24 | $4,690,527 | SEC |
| 2023 Q3 | 34,652 | 0.02 | Reduce 13.17% | <0.01 | $182.63 | $6,328,571 | SEC |
| 2023 Q2 | 39,910 | 0.02 | Reduce 31.12% | <0.01 | $172.14 | $6,870,116 | SEC |
| 2023 Q1 | 57,940 | 0.02 | Reduce 1.94% | <0.01 | $124.48 | $7,212,436 | SEC |
| 2022 Q4 | 59,086 | 0.02 | Reduce 14.81% | <0.01 | $105.38 | $6,226,483 | SEC |
| 2022 Q3 | 69,356 | 0.02 | Add 11.27% | <0.01 | $104.72 | $7,263,000 | SEC |
| 2022 Q2 | 62,330 | 0.01 | Reduce 48.45% | 0.01 | $90.65 | $5,650,000 | SEC |
| 2022 Q1 | 120,919 | 0.03 | Reduce 4.50% | <0.01 | $113.21 | $13,689,000 | SEC |
| 2021 Q4 | 126,611 | 0.03 | Add 26.18% | <0.01 | $121.06 | $15,328,000 | SEC |
| 2021 Q3 | 100,342 | 0.02 | Add 8.34% | <0.01 | $120.40 | $12,081,000 | SEC |
| 2021 Q2 | 92,614 | 0.03 | Add 20.56% | <0.01 | $141.20 | $13,077,000 | SEC |
| 2021 Q1 | 76,817 | 0.02 | Add 21.41% | <0.01 | $141.41 | $10,863,000 | SEC |
| 2020 Q4 | 63,271 | 0.03 | Add 23.58% | <0.01 | $180.04 | $11,391,000 | SEC |
| 2020 Q3 | 51,199 | 0.02 | Add 19.33% | <0.01 | $141.82 | $7,261,000 | SEC |
| 2020 Q2 | 42,905 | 0.02 | Add 84.34% | <0.01 | $162.71 | $6,981,000 | SEC |
| 2020 Q1 | 23,275 | 0.01 | Add 67.61% | <0.01 | $110.93 | $2,582,000 | SEC |
| 2019 Q4 | 13,886 | 0.01 | Add 69.16% | <0.01 | $109.97 | $1,527,000 | SEC |
| 2019 Q3 | 8,209 | <0.01 | Buy | <0.01 | $95.14 | $781,000 | SEC |