Polen Capital Management - APPFOLIO INC ownership

APPFOLIO INC's ticker is APPF and the CUSIP is 03783C100. A total of 153 filers reported holding APPFOLIO INC in Q4 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.5%.

Quarter-by-quarter ownership
Polen Capital Management ownership history of APPFOLIO INC
ValueSharesWeighting
Q3 2023$6,328,571
-7.9%
34,652
-13.2%
0.02%0.0%
Q2 2023$6,870,116
-4.7%
39,910
-31.1%
0.02%
-10.5%
Q1 2023$7,212,436
+15.8%
57,940
-1.9%
0.02%
+5.6%
Q4 2022$6,226,483
-14.3%
59,086
-14.8%
0.02%
-10.0%
Q3 2022$7,263,000
+28.5%
69,356
+11.3%
0.02%
+33.3%
Q2 2022$5,650,000
-58.7%
62,330
-48.5%
0.02%
-44.4%
Q1 2022$13,689,000
-10.7%
120,919
-4.5%
0.03%
+3.8%
Q4 2021$15,328,000
+26.9%
126,611
+26.2%
0.03%
+18.2%
Q3 2021$12,081,000
-7.6%
100,342
+8.3%
0.02%
-12.0%
Q2 2021$13,077,000
+20.4%
92,614
+20.6%
0.02%
+4.2%
Q1 2021$10,863,000
-4.6%
76,817
+21.4%
0.02%
-7.7%
Q4 2020$11,391,000
+56.9%
63,271
+23.6%
0.03%
+36.8%
Q3 2020$7,261,000
+4.0%
51,199
+19.3%
0.02%
-9.5%
Q2 2020$6,981,000
+170.4%
42,905
+84.3%
0.02%
+90.9%
Q1 2020$2,582,000
+69.1%
23,275
+67.6%
0.01%
+83.3%
Q4 2019$1,527,000
+95.5%
13,886
+69.2%
0.01%
+50.0%
Q3 2019$781,0008,2090.00%
Other shareholders
APPFOLIO INC shareholders Q4 2021
NameSharesValueWeighting ↓
Ashe Capital Management, LP 1,639,403$204,072,88518.48%
LONG WALK MANAGEMENT LP 156,500$19,481,12017.38%
Greenstone Partners & Co., LLC 115,678$14,399,59710.89%
Brown Capital Management 2,708,557$337,161,1755.04%
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 327,740$40,797,0944.86%
Nellore Capital Management LLC 177,337$22,074,9104.79%
12 West Capital Management LP 300,000$37,344,0003.21%
Echo Street Capital Management LLC 1,667,077$207,517,7451.87%
Shannon River Fund Management LLC 56,565$7,041,2111.59%
Long Path Partners LP 23,267$2,896,2761.25%
View complete list of APPFOLIO INC shareholders