Polen Capital Appfolio Inc Transaction History

Polen Capital Management LLC

$38.7 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$208.5 - $249.87 $1.79 Million - $2.15 Million	-8,599 Reduced 32.51%	17,855 $4.37 Million
Q1 2024 May 10, 2024	SELL	$164.35 - $248.71 $102,061 - $154,448	-621 Reduced 2.29%	26,454 $6.53 Million
Q4 2023 Feb 13, 2024	SELL	$173.16 - $210.98 $1.31 Million - $1.6 Million	-7,577 Reduced 21.87%	27,075 $4.69 Million
Q3 2023 Nov 13, 2023	SELL	$164.69 - $196.84 $865,940 - $1.03 Million	-5,258 Reduced 13.17%	34,652 $6.33 Million
Q2 2023 Aug 11, 2023	SELL	$123.14 - $175.65 $2.22 Million - $3.17 Million	-18,030 Reduced 31.12%	39,910 $6.87 Million
Q1 2023 May 11, 2023	SELL	$106.01 - $132.06 $121,487 - $151,340	-1,146 Reduced 1.94%	57,940 $7.21 Million
Q4 2022 Feb 13, 2023	SELL	$95.48 - $125.37 $980,579 - $1.29 Million	-10,270 Reduced 14.81%	59,086 $6.23 Million
Q3 2022 Nov 04, 2022	BUY	$92.16 - $112.96 $647,516 - $793,656	7,026 Added 11.27%	69,356 $7.26 Million
Q2 2022 Aug 10, 2022	SELL	$82.26 - $116.72 $4.82 Million - $6.84 Million	-58,589 Reduced 48.45%	62,330 $5.65 Million
Q1 2022 May 12, 2022	SELL	$107.29 - $124.99 $610,694 - $711,443	-5,692 Reduced 4.5%	120,919 $13.7 Million
Q4 2021 Feb 11, 2022	BUY	$115.72 - $136.66 $3.04 Million - $3.59 Million	26,269 Added 26.18%	126,611 $15.3 Million
Q3 2021 Nov 10, 2021	BUY	$118.1 - $143.05 $912,676 - $1.11 Million	7,728 Added 8.34%	100,342 $12.1 Million
Q2 2021 Aug 12, 2021	BUY	$123.17 - $149.13 $1.95 Million - $2.36 Million	15,797 Added 20.56%	92,614 $13.1 Million
Q1 2021 May 12, 2021	BUY	$132.05 - $181.5 $1.79 Million - $2.46 Million	13,546 Added 21.41%	76,817 $10.9 Million
Q4 2020 Feb 11, 2021	BUY	$142.35 - $184.32 $1.72 Million - $2.23 Million	12,072 Added 23.58%	63,271 $11.4 Million
Q3 2020 Nov 12, 2020	BUY	$136.12 - $174.73 $1.13 Million - $1.45 Million	8,294 Added 19.33%	51,199 $7.26 Million
Q2 2020 Aug 13, 2020	BUY	$87.17 - $173.1 $1.71 Million - $3.4 Million	19,630 Added 84.34%	42,905 $6.98 Million
Q1 2020 May 11, 2020	BUY	$84.99 - $144.9 $797,971 - $1.36 Million	9,389 Added 67.61%	23,275 $2.58 Million
Q4 2019 Feb 06, 2020	BUY	$86.46 - $115.27 $490,833 - $654,387	5,677 Added 69.16%	13,886 $1.53 Million
Q3 2019 Nov 12, 2019	BUY	$92.45 - $107.61 $758,922 - $883,370	8,209 New	8,209 $781,000

Others Institutions Holding APPF

# of Institutions

406

Shares Held

18.5M

Call Options Held

95.2K

Put Options Held

53.8K

Vanguard Group Inc Valley Forge, PA

2.4M
Shares

$607 Million
0.01% of portfolio
Black Rock Inc. New York, NY

2.16M
Shares

$545 Million
0.01% of portfolio
Ashe Capital Management, LP Englewood Cliffs, NJ

1.4M
Shares

$353 Million
40.75% of portfolio
Brown Capital Management LLC Baltimore, MD

805K
Shares

$203 Million
4.15% of portfolio
State Street Corp Boston, MA

653K
Shares

$165 Million
0.01% of portfolio

View Full List

About APPFOLIO INC

Ticker APPF
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 20,174,600
Market Cap $5.09B
Description
AppFolio, Inc., together with its subsidiaries, provides cloud business management solutions for the real estate industry. The company offers AppFolio Property Manager, a platform to leverage process automation, easy to use interface, and the optimization of common workflows for property management companies, as well as completes and records cri...

More about APPF

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