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Appfolio shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Appfolio (APPF) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Appfolio

Tip: Access up to 7 years of quarterly data

All positions including Appfolio held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Appfolio by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $156k 662 235.40

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Amazon (AMZN)

View all positions for Capital Performance Advisors

Top funds holding Appfolio

BlackRock
Vanguard Group
BlackRock
Brown Capital Management
State Street Corporation
Lord, Abbett & Co
AQR Capital Management
Geode Capital Management
Invesco
Df Dent & Co
Nellore Capital Management
Jennifer Ranahan
Macquarie Group
Renaissance Technologies
Franklin Resources

View all funds holding Appfolio