Ownership history in Corient Private Wealth LLC · 2 quarters on record
This page tracks every 13F SEC filing in which Corient Private Wealth LLC reported a position in APPFOLIO INC (APPF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 775 | -206 | -21.0% | 0.00% | $214K | $275.66 |
| 2025 Q1 | INITIATED | 981 | — | — | 0.00% | $216K | $219.90 |
As of 2025 Q4 — sorted by position size