DF Dent Small Cap Growth Fund APPF Holdings History
DF Dent Small Cap Growth Fund's AppFolio Inc Holding Summary
As of 2025-03-31, FORUM FUNDS held 23,486.00 shares of AppFolio Inc(APPF), totaling $5.16 Mil. This investment constitutes 2.98% of their stock portfolio, and FORUM FUNDS now holds 0.07% of the outstanding AppFolio Inc(APPF) stock.
The initial trade took place in 2022Q4. And since then DF Dent Small Cap Growth Fund has made 6 purchases of APPF, at an average price of $165.64, for a total of 27,911.00 shares. In addition, there have been 4 sales at an average price of $222.11 for 4,425.00 shares. Based on historical transaction data and APPF's current price of $250.95, DF Dent Small Cap Growth Fund's estimated gain on his APPF holdings is $2.25 Mil, reflecting a 48.74% gain to date.
DF Dent Small Cap Growth Fund APPF ($250.95) Holding Chart
DF Dent Small Cap Growth Fund APPF ($250.95) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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