Appfolio Inc. Class AAPPF

13F holders, Q1 2024 (March 31)
366holders
8famous investors
$246.66avg. 13F price*

At the end of Q1 2024, 366 institutions reported holding Appfolio Inc. Class A (APPF) in their 13F filings. The largest holders were BlackRock Inc. ($637.8M), Vanguard Group Inc. ($531.1M) and Ashe Capital Management, LP ($357.3M). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Appfolio Inc. Class A
CUSIP
03783C100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 366Q1 2024Q2 2024: 391Q2 2024Q3 2024: 385Q3 2024Q4 2024: 388Q4 2024Q1 2025: 381Q1 2025Q2 2025: 385Q2 2025Q3 2025: 411Q3 2025Q4 2025: 404Q4 2025Q1 2026: 399Q1 2026Q2 2026: 394Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions111$241.6M
Exits40$72.2M

Ownership 366 holders

BlackRock Inc. 0.01% Add +54.6% 2,584,788 $637.8M
Vanguard Group Inc. 0.01% Add +3.6% 2,152,626 $531.1M
Ashe Capital Management, LP 29.15% No change 1,448,033 $357.3M
Brown Capital Management LLC 4.96% Reduce -28.4% 1,135,932 $280.3M
State Street Corp. 0.01% Add +58.7% 700,070 $172.7M
Gilder Gagnon Howe & Co. LLC 1.76% Add +35.2% 569,432 $140.5M
Fred Alger Management, LLC 0.56% Reduce -12.9% 460,140 $113.5M
Geode Capital Management, LLC 0.01% Add +6.3% 459,923 $113.5M
Morgan Stanley 0.01% Add +25.6% 434,869 $107.3M
DF Dent & Co. Inc. 1.16% Add +9.0% 385,912 $95.2M
New York State Common Retirement Fund 0.09% Add +4.8% 288,659 $71.2M
GW&K Investment Management, LLC 0.62% Reduce -1.9% 282,805 $69.8M
Nellore Capital Management LLC 10.62% No change 278,627 $68.7M
Renaissance Technologies 0.10% Add +14.3% 257,500 $63.5M
Lord, Abbett & Co. LLC 0.21% Reduce -1.1% 257,230 $63.5M
T. Rowe Price Associates Inc. 0.01% Reduce -4.5% 248,233 $61.3M
Norges Bank 0.01% Reduce -1.9% 217,884 $53.8M
Bank of New York Mellon Corp 0.01% Add +58.3% 213,128 $52.6M
Nuveen Asset Management, LLC 0.02% Reduce -4.7% 207,769 $51.3M
Northern Trust Corp. 0.01% Add +2.6% 207,492 $51.2M
Zeno Equity Partners LLP 11.46% Add +6.6% 205,781 $50.8M
Invesco Ltd. 0.01% Add +1354.6% 204,799 $50.5M
Driehaus Capital Management LLC 0.48% Reduce -30.1% 194,999 $48.1M
T. Rowe Price Investment Management, Inc. 0.03% New 187,127 $46.2M
Charles Schwab Investment Management Inc. 0.01% Add +7.3% 182,632 $45.1M
Baird Financial Group, Inc. 0.09% Add +11284.8% 177,716 $43.8M
JPMorgan Chase & Co. 0.00% Add +54.7% 166,946 $41.2M
Assenagon Asset Management S.A. 0.10% Add +344.7% 155,127 $38.3M
Principal Financial Group Inc. 0.02% Add +2359.8% 151,646 $37.4M
Long Walk Management LP 17.60% Add +17.2% 143,000 $35.3M
Millennium Management 0.03% Reduce -31.7% 132,581 $32.7M
12 West Capital Management LP 2.81% No change 125,000 $30.8M
Wellington Management Group LLP 0.01% Add +14.9% 123,643 $30.5M
Eagle Asset Management Inc. 0.15% Reduce -4.3% 125,367 $30.2M
Fuller & Thaler Asset Management, Inc. 0.12% Add +39.5% 115,959 $28.6M
Greenstone Partners & Co., LLC 12.52% No change 113,067 $27.9M
Victory Capital Management Inc. 0.03% Add +49.5% 104,726 $25.8M
First Trust Advisors LP 0.03% Reduce -25.1% 101,479 $25.0M
Jackson Square Partners, LLC 0.90% New 87,411 $21.6M
Artisan Partners Limited Partnership 0.03% New 87,182 $21.5M
Ranger Investment Management, L.P. 1.38% Reduce -40.2% 86,964 $21.5M
Insight Holdings Group, LLC 0.60% Reduce -43.4% 86,461 $21.3M
WCM Investment Management, LLC 0.05% Add +15.4% 86,247 $21.3M
Marshall Wace, LLP 0.04% Reduce -22.5% 85,356 $21.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +5.2% 84,508 $20.9M
Bridgewater Associates 0.09% Add +346.0% 71,213 $17.6M
Dimensional Fund Advisors LP 0.00% Reduce -15.4% 71,041 $17.5M
Deutsche Bank AG 0.01% Add +601.8% 70,956 $17.5M
Atika Capital Management LLC 1.91% Add +13.1% 69,000 $17.0M
Jennison Associates LLC 0.01% Add +2211.0% 68,475 $16.9M
D. E. Shaw & Co. 0.02% Add +1.3% 68,084 $16.8M
Bank of America Corp. 0.00% Add +112.2% 67,338 $16.6M
Goldman Sachs Group Inc. 0.00% Reduce -44.8% 66,896 $16.5M
Squarepoint Ops LLC 0.07% Add +55.1% 64,199 $15.8M
Blair William & Co. 0.05% Reduce -3.0% 62,265 $15.4M
Prudential Financial Inc. 0.02% Reduce -9.2% 61,949 $15.3M
Rhumbline Advisers 0.01% Add +125.5% 61,294 $15.1M
Arrowstreet Capital, Limited Partnership 0.01% Add +21.8% 60,471 $14.9M
Franklin Resources Inc. 0.00% Add +443.6% 56,753 $14.0M
BNP Paribas Financial Markets 0.02% Add +98.8% 56,066 $13.8M
Federated Hermes, Inc. 0.03% Reduce -26.5% 53,818 $13.3M
Acadian Asset Management LLC 0.04% Add +7.8% 50,826 $12.5M
Russell Investments Group, Ltd. 0.02% Reduce -28.7% 47,907 $11.8M
Panagora Asset Management Inc. 0.06% New 47,071 $11.6M
Manchester Global Management (UK) Ltd 1.98% New 45,589 $11.2M
Nicholas Investment Partners, LP 1.21% Add +1.4% 43,538 $10.7M
Mission Wealth Management, LP 0.28% Add +13.5% 42,865 $10.6M
Alliancebernstein L.P. 0.00% Add +60.0% 42,836 $10.6M
Pier Capital, LLC 1.41% Add +3.3% 41,602 $10.3M
CANADA LIFE ASSURANCE Co 0.02% Add +11.1% 41,488 $10.2M
Barclays PLC 0.00% Reduce -14.9% 39,660 $9.8M
Royal Bank of Canada 0.00% Reduce -6.6% 38,527 $9.5M
Swiss National Bank 0.01% Add +3.5% 38,400 $9.5M
Sei Investments Co. 0.01% Add +359.1% 38,038 $9.4M
Westwind Capital 2.32% New 37,216 $9.2M
Citadel Advisors 0.01% Reduce -48.3% 36,686 $9.1M
Algert Global LLC 0.35% Add +153.5% 36,397 $9.0M
American International Group, Inc. 0.03% Add +280.7% 36,367 $9.0M
M&G PLC 0.06% — 35,980 $8.9M
Moran Wealth Management, LLC 0.29% New 35,902 $8.9M
Envestnet Asset Management Inc. 0.00% Add +55.3% 35,829 $8.8M
AQR Capital Management 0.01% Reduce -29.0% 35,691 $8.8M
Man Group plc 0.02% Add +58.1% 34,017 $8.4M
Credit Suisse AG/ 0.01% Add +5.8% 33,508 $8.3M
Ameriprise Financial Inc. 0.00% Add +158.0% 33,470 $8.3M
Castleark Management LLC 0.33% Reduce -10.6% 31,870 $7.9M
Jane Street Group, LLC 0.01% Add +24.7% 31,451 $7.8M
Legal & General Group Plc 0.00% Add +44.9% 29,699 $7.3M
Next Century Growth Investors LLC 0.60% Reduce -18.1% 28,052 $6.9M
Hillsdale Investment Management Inc. 0.55% Add +8.5% 27,930 $6.9M
UBS Group AG 0.00% Reduce -12.3% 27,022 $6.7M
Polen Capital Management LLC 0.02% Reduce -2.3% 26,454 $6.5M
Retirement Systems of Alabama 0.02% New 25,649 $6.3M
Manufacturers Life Insurance Company, The 0.01% Add +143.4% 25,638 $6.3M
Miura Global Management, LLC 5.26% New 25,000 $6.2M
Picton Mahoney Asset Management 0.25% Add +89.6% 24,118 $6.0M
Aerodigm Wealth, LLC 2.37% Reduce -22.8% 23,788 $5.9M
Allspring Global Investments Holdings, LLC 0.01% Reduce -45.5% 23,730 $5.9M
Twin Tree Management, LP 0.13% New 23,719 $5.9M
Empowered Funds, LLC 0.10% Add +247.8% 23,548 $5.8M

"% of holder's portfolio" is APPF's weight in each manager's 13F, not the share of Appfolio Inc. Class A the manager owns.

Show all 366 holders