Number of Shares
471,321.00
Current Holdings Value*
$103.64 Mil
% of Portfolio
4.82%
Total Estimate Gain
$-2.49 Mil
% of Total Estimate Gain
-2.27%

Virtus KAR Small-Cap Growth Fund's AppFolio Inc Holding Summary

As of 2025-03-31, VIRTUS EQUITY TRUST held 471,321.00 shares of AppFolio Inc(APPF), totaling $103.64 Mil. This investment constitutes 4.82% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 1.31% of the outstanding AppFolio Inc(APPF) stock.

The initial trade took place in 2024Q4. And since then Virtus KAR Small-Cap Growth Fund has made 2 purchases of APPF, at an average price of $232.65, for a total of 471,321.00 shares. Based on historical transaction data and APPF's current price of $227.37, Virtus KAR Small-Cap Growth Fund's estimated gain on his APPF holdings is $-2.49 Mil, reflecting a -2.27% gain to date.

Virtus KAR Small-Cap Growth Fund APPF ($227.37) Holding Chart

Virtus KAR Small-Cap Growth Fund APPF ($227.37) 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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