Dan Polen - Polen Capital Management
Holding/activity history for AppFolio, Inc. (APPF)
← All APPF superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | 0 | 0.00 | Sell 100.00% | <0.01 | $217.35–277.73 · VW $241.81i | SEC | |
| 2025 Q3 | 753 | <0.01 | Buy | <0.01 | $226.91–326.04 · VW $276.29i | $207,572 | SEC |
| 2024 Q3 | 0 | 0.00 | Sell 100.00% | 0.01 | $197.58–274.56 · VW $231.95i | SEC | |
| 2024 Q2 | 17,855 | 0.01 | Reduce 32.51% | <0.01 | $207.95–256.73 · VW $235.29i | $4,366,891 | SEC |
| 2024 Q1 | 26,454 | 0.02 | Reduce 2.29% | <0.01 | $164.29–253.42 · VW $226.82i | $6,527,318 | SEC |
| 2023 Q4 | 27,075 | 0.01 | Reduce 21.87% | <0.01 | $171.40–211.41 · VW $188.65i | $4,690,527 | SEC |
| 2023 Q3 | 34,652 | 0.02 | Reduce 13.17% | <0.01 | $164.49–201.91 · VW $184.14i | $6,328,571 | SEC |
| 2023 Q2 | 39,910 | 0.02 | Reduce 31.12% | <0.01 | $121.09–178.10 · VW $149.17i | $6,870,116 | SEC |
| 2023 Q1 | 57,940 | 0.02 | Reduce 1.94% | <0.01 | $102.85–135.81 · VW $120.90i | $7,212,436 | SEC |
| 2022 Q4 | 59,086 | 0.02 | Reduce 14.81% | <0.01 | $94.73–127.74 · VW $114.39i | $6,226,483 | SEC |
| 2022 Q3 | 69,356 | 0.02 | Add 11.27% | <0.01 | $89.58–113.97 · VW $101.98i | $7,263,000 | SEC |
| 2022 Q2 | 62,330 | 0.01 | Reduce 48.45% | 0.01 | $79.92–119.29 · VW $98.98i | $5,650,000 | SEC |
| 2022 Q1 | 120,919 | 0.03 | Reduce 4.50% | <0.01 | $103.63–125.60 · VW $114.75i | $13,689,000 | SEC |
| 2021 Q4 | 126,611 | 0.03 | Add 26.18% | <0.01 | $114.44–139.99 · VW $125.22i | $15,328,000 | SEC |
| 2021 Q3 | 100,342 | 0.02 | Add 8.34% | <0.01 | $117.33–145.24 · VW $128.53i | $12,081,000 | SEC |
| 2021 Q2 | 92,614 | 0.03 | Add 20.56% | <0.01 | $110.22–150.78 · VW $138.11i | $13,077,000 | SEC |
| 2021 Q1 | 76,817 | 0.02 | Add 21.41% | <0.01 | $125.00–185.44 · VW $155.74i | $10,863,000 | SEC |
| 2020 Q4 | 63,271 | 0.03 | Add 23.58% | <0.01 | $137.79–186.59 · VW $161.98i | $11,391,000 | SEC |
| 2020 Q3 | 51,199 | 0.02 | Add 19.33% | <0.01 | $134.45–178.79 · VW $152.84i | $7,261,000 | SEC |
| 2020 Q2 | 42,905 | 0.02 | Add 84.34% | <0.01 | $86.00–180.56 · VW $134.82i | $6,981,000 | SEC |
| 2020 Q1 | 23,275 | 0.01 | Add 67.61% | <0.01 | $81.01–148.07 · VW $114.38i | $2,582,000 | SEC |
| 2019 Q4 | 13,886 | 0.01 | Add 69.16% | <0.01 | $85.80–116.98 · VW $103.65i | $1,527,000 | SEC |
| 2019 Q3 | 8,209 | <0.01 | Buy | <0.01 | $88.43–108.70 · VW $97.60i | $781,000 | SEC |
Price snapshot:
Current price$179.90
52-week low$142.56
52-week high$326.04