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
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 111 | $241.6M |
| Exits | 40 | $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 |
| Jupiter Asset Management Ltd. | 0.06% | Reduce -1.0% | 23,451 | $5.8M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Reduce -74.9% | 22,870 | $5.6M |
| Natixis Advisors, LLC | 0.01% | Add +9.9% | 22,323 | $5.5M |
| Vista Equity Partners Management, LLC | 0.15% | New | 22,255 | $5.5M |
| Moody Aldrich Partners LLC | 0.93% | Add +803.0% | 22,043 | $5.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Add +42.9% | 20,000 | $4.9M |
| Baker Avenue Asset Management, LP | 0.19% | Add +2.4% | 19,852 | $4.9M |
| California State Teachers Retirement System | 0.01% | Reduce -2.3% | 19,476 | $4.8M |
| Guggenheim Capital LLC | 0.03% | New | 18,896 | $4.7M |
| Texas Permanent School Fund Corp. | 0.03% | New | 17,894 | $4.4M |
| Channel Wealth LLC | 1.77% | Add +377.8% | 17,860 | $4.4M |
| Trexquant Investment LP | 0.09% | Reduce -44.9% | 17,838 | $4.4M |
| Los Angeles Capital Management LLC | 0.01% | Add +2.6% | 17,816 | $4.4M |
| Oberndorf William E | 7.02% | No change | 17,433 | $4.3M |
| Trek Financial, LLC | 0.34% | New | 17,243 | $4.3M |
| Engineers Gate Manager LP | 0.11% | Reduce -1.6% | 17,207 | $4.2M |
| Informed Momentum Co LLC | 0.65% | New | 16,959 | $4.2M |
| Two Sigma Advisers, LP | 0.01% | Reduce -63.1% | 16,686 | $4.1M |
| ClariVest Asset Management LLC | 0.42% | Reduce -5.0% | 16,244 | $4.0M |
| Allianz Asset Management GmbH | 0.01% | New | 15,385 | $3.8M |
| Global IMC LLC | 0.85% | New | 14,951 | $3.7M |
| Graham Capital Management, L.P. | 0.19% | Reduce -22.3% | 14,270 | $3.5M |
| Canada Pension Plan Investment Board | 0.00% | New | 14,000 | $3.5M |
| Ami Asset Management Corp. | 0.17% | Add +148.5% | 13,859 | $3.4M |
| Twinbeech Capital LP | 0.07% | New | 13,845 | $3.4M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +361.1% | 13,820 | $3.4M |
| Comerica Bank | 0.01% | Add +129.9% | 13,683 | $3.4M |
| Gsa Capital Partners LLP | 0.26% | Reduce -36.7% | 13,404 | $3.3M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 13,000 | $3.2M |
| MetLife Investment Management, LLC | 0.02% | Add +26.7% | 12,663 | $3.1M |
| Martingale Asset Management L P | 0.06% | Add +9.2% | 12,017 | $3.0M |
| Quadrature Capital Ltd | 0.05% | Reduce -78.7% | 11,419 | $2.8M |
| Advisors Capital Management, LLC | 0.05% | Add +5.9% | 11,416 | $2.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -25.7% | 11,129 | $2.7M |
| Mutual of America Capital Management LLC | 0.03% | New | 11,128 | $2.7M |
| EULAV Asset Management | 0.07% | New | 10,902 | $2.7M |
| Amalgamated Bank | 0.02% | Add +287.4% | 10,801 | $2.7M |
| Wells Fargo & Company | 0.00% | Add +13.1% | 10,618 | $2.6M |
| Cavalier Investments, LLC | 0.94% | Add +5.7% | 10,479 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +4.1% | 10,028 | $2.5M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +4.1% | 10,028 | $2.5M |
| Thrivent Financial for Lutherans | 0.01% | New | 10,001 | $2.5M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Reduce -17.9% | 9,647 | $2.4M |
| Yousif Capital Management, LLC | 0.03% | New | 9,382 | $2.3M |
| Two Sigma Investments, LP | 0.01% | Reduce -77.7% | 9,251 | $2.3M |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 9,236 | $2.3M |
| Lazard Asset Management LLC | 0.00% | Add +750.5% | 9,211 | $2.3M |
| Magnetar Financial LLC | 0.06% | Reduce -46.0% | 9,132 | $2.3M |
| Gotham Asset Management | 0.03% | Add +86.5% | 8,373 | $2.1M |
| FMR LLC | 0.00% | Add +3.3% | 8,073 | $2.0M |
| EFG Asset Management (North America) Corp. | 0.34% | Add +6.0% | 8,021 | $2.0M |
| Penserra Capital Management LLC | 0.02% | New | 7,705 | $1.9M |
| Global Endowment Management, LP | 0.20% | New | 7,683 | $1.9M |
| Teacher Retirement System of Texas | 0.01% | Reduce -7.2% | 7,669 | $1.9M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 7,663 | $1.9M |
| LPL Financial LLC | 0.00% | Reduce -6.2% | 7,400 | $1.8M |
| Zacks Investment Management | 0.02% | New | 7,338 | $1.8M |
| Lisanti Capital Growth, LLC | 0.43% | New | 7,190 | $1.8M |
| Lido Advisors, LLC | 0.02% | New | 6,852 | $1.7M |
| Globeflex Capital L P | 0.16% | No change | 6,607 | $1.6M |
| Citigroup Inc. | 0.00% | Add +14.9% | 6,607 | $1.6M |
| Legato Capital Management LLC | 0.19% | Add +16.8% | 6,508 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Add +223.5% | 6,434 | $1.6M |
| Danske Bank A/S | 0.00% | — | 6,285 | $1.6M |
| Voya Investment Management LLC | 0.00% | Reduce -18.2% | 6,261 | $1.5M |
| Schroder Investment Management Group | 0.00% | New | 6,033 | $1.5M |
| Evanson Asset Management, LLC | 0.11% | No change | 6,000 | $1.5M |
| Campbell & CO Investment Adviser LLC | 0.13% | New | 5,992 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | New | 5,900 | $1.5M |
| Brighton Jones LLC | 0.05% | Add +1.8% | 5,756 | $1.4M |
| Dark Forest Capital Management LP | 0.24% | Add +298.6% | 5,740 | $1.4M |
| STRS Ohio | 0.01% | Reduce -16.7% | 5,500 | $1.4M |
| TD Asset Management Inc | 0.00% | New | 5,400 | $1.3M |
| Arizona State Retirement System | 0.01% | Add +1.7% | 5,354 | $1.3M |
| Jump Financial, LLC | 0.04% | Reduce -72.8% | 5,275 | $1.3M |
| DGS Capital Management, LLC | 0.37% | New | 5,245 | $1.3M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -16.3% | 5,174 | $1.3M |
| Capstone Investment Advisors, LLC | 0.04% | Reduce -2.0% | 5,056 | $1.2M |
| Rathbones Group PLC | 0.01% | Add +65.7% | 5,046 | $1.2M |
| Quent Capital, LLC | 0.14% | No change | 5,018 | $1.2M |
| Prescott Group Capital Management, L.L.C. | 0.20% | New | 5,000 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | New | 5,000 | $1.2M |
| State of Michigan Retirement System | 0.01% | New | 4,900 | $1.2M |
| PDT Partners, LLC | 0.11% | Reduce -28.3% | 4,608 | $1.1M |
| Jackson Creek Investment Advisors LLC | 0.40% | Reduce -0.2% | 4,577 | $1.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | New | 4,530 | $1.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | New | 4,523 | $1.1M |
| Aigen Investment Management, LP | 0.24% | Reduce -12.8% | 4,429 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +14.5% | 4,335 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -1.0% | 4,145 | $1.0M |
| Summit Partners Public Asset Management, LLC | 0.05% | New | 4,088 | $1.0M |
| Raymond James & Associates | 0.00% | Add +3.3% | 4,038 | $996K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -8.3% | 4,008 | $989K |
| Bank of Montreal | 0.00% | Reduce -36.3% | 3,914 | $982K |
| Bayesian Capital Management, LP | 0.09% | Reduce -57.0% | 3,925 | $968K |
| OMERS ADMINISTRATION Corp | 0.01% | New | 3,700 | $913K |
| Inspire Advisors, LLC | 0.13% | New | 3,684 | $909K |
| Azzad Asset Management Inc. | 0.10% | Add +38.3% | 3,641 | $898K |
| Arlington Financial Advisors, LLC | 0.20% | No change | 3,634 | $897K |
| Handelsbanken Fonder AB | 0.00% | No change | 3,600 | $888K |
| ProShare Advisors LLC | 0.00% | Add +8.3% | 3,528 | $870K |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.1% | 3,469 | $856K |
| Janney Montgomery Scott LLC | 0.00% | New | 3,401 | $839K |
| American Century Companies Inc. | 0.00% | Add +0.4% | 3,374 | $833K |
| DC Investments Management, LLC | 0.69% | No change | 3,323 | $820K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 3,281 | $810K |
| Calamos Advisors LLC | 0.01% | Reduce -68.5% | 3,281 | $810K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +17.7% | 6,456 | $804K |
| Xponance LLC | 0.01% | Add +173.3% | 3,239 | $799K |
| Commerce Bank | 0.01% | Add +6.2% | 3,233 | $798K |
| New York State Teachers Retirement System | 0.00% | New | 3,177 | $784K |
| Wolverine Trading, LLC | 0.01% | Add +33.4% | 3,164 | $781K |
| Harbor Capital Advisors, Inc. | 0.10% | Reduce -16.4% | 3,087 | $762K |
| Fifth Lane Capital, LP | 0.99% | New | 3,000 | $740K |
| Tudor Investment Corporation | 0.01% | Reduce -92.3% | 2,887 | $712K |
| Cornercap Investment Counsel Inc. | 0.11% | Add +2.1% | 2,825 | $697K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.5% | 2,821 | $696K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -23.3% | 2,818 | $695K |
| Cynosure Group, LLC | 0.12% | New | 2,814 | $694K |
| Townsquare Capital LLC | 0.01% | Reduce -13.7% | 2,771 | $684K |
| PEAK6 Investments LLC | 0.03% | New | 2,765 | $682K |
| Lanark Financial, Inc. | 0.06% | Reduce -6.1% | 2,703 | $666K |
| SpiderRock Advisors, LLC | 0.02% | — | 2,980 | $660K |
| Capital CS Group, LLC | 0.66% | New | 2,655 | $655K |
| State of Wisconsin Investment Board | 0.00% | Add +48.2% | 2,645 | $653K |
| Curbstone Financial Management Corp | 0.14% | No change | 2,560 | $632K |
| Diversified Trust Co. | 0.02% | New | 2,510 | $619K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 2,509 | $619K |
| Inceptionr LLC | 0.16% | New | 2,493 | $615K |
| Independent Advisor Alliance | 0.02% | Reduce -2.9% | 2,482 | $612K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -1.6% | 2,469 | $609K |
| State of Wyoming | 0.10% | Add +1.0% | 2,430 | $600K |
| Lombard Odier Asset Management (USA) Corp | 0.09% | New | 2,414 | $596K |
| Savant Capital, LLC | 0.01% | New | 2,381 | $587K |
| Pictet Asset Management Holding SA | 0.00% | Add +14.4% | 2,378 | $587K |
| Verdence Capital Advisors LLC | 0.05% | Add +10.7% | 2,341 | $578K |
| Glenmede Trust Co. NA | 0.00% | New | 2,324 | $573K |
| State of Alaska, Department of Revenue | 0.01% | New | 2,300 | $567K |
| Truist Financial Corp. | 0.00% | Reduce -1.4% | 2,187 | $540K |
| Private Advisor Group, LLC | 0.00% | Add +0.4% | 2,109 | $520K |
| Verition Fund Management LLC | 0.01% | Reduce -35.6% | 2,070 | $511K |
| Unique Wealth Strategies, LLC | 0.25% | New | 2,040 | $503K |
| Centiva Capital, LP | 0.03% | Add +40.6% | 2,012 | $496K |
| Virtu Financial LLC | 0.04% | Reduce -48.0% | 1,925 | $475K |
| Cipher Capital LP | 0.22% | Reduce -54.2% | 1,894 | $467K |
| LVZ, Inc. | 0.06% | New | 1,802 | $445K |
| Nebula Research & Development LLC | 0.09% | Reduce -80.3% | 1,782 | $440K |
| Amundi | 0.00% | No change | 1,959 | $416K |
| Securian Asset Management, Inc. | 0.01% | New | 1,680 | $415K |
| Diversify Advisory Services, LLC | 0.02% | — | 1,683 | $406K |
| HMS Capital Management, LLC | 0.22% | New | 1,590 | $392K |
| MML Investors Services, LLC | 0.00% | New | 1,537 | $379K |
| SG Americas Securities, LLC | 0.00% | Add +29.7% | 1,498 | $370K |
| Cerity Partners LLC | 0.00% | New | 1,482 | $366K |
| Prelude Capital Management, LLC | 0.03% | New | 1,479 | $365K |
| Stifel Financial Corp. | 0.00% | Reduce -38.0% | 1,471 | $363K |
| Maven Securities LTD | 0.02% | New | 1,470 | $363K |
| US Bancorp \de | 0.00% | Add +200.8% | 1,444 | $356K |
| New York Life Investment Management LLC | 0.00% | New | 1,434 | $354K |
| Mutual Advisors, LLC | 0.01% | Reduce -13.5% | 1,433 | $354K |
| Mariner, LLC | 0.00% | Add +21.6% | 1,429 | $353K |
| Olympiad Research LP | 0.23% | New | 1,411 | $348K |
| Captrust Financial Advisors | 0.00% | Reduce -16.9% | 1,404 | $346K |
| Kapitalo Investimentos Ltda | 0.08% | Reduce -29.9% | 1,386 | $342K |
| Paloma Partners Management Co | 0.07% | New | 1,361 | $336K |
| Mirabella Financial Services LLP | 0.02% | New | 1,361 | $334K |
| Corton Capital Inc. | 0.12% | New | 1,302 | $321K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -44.1% | 1,295 | $320K |
| Creative Planning | 0.00% | New | 1,275 | $315K |
| Profund Advisors LLC | 0.01% | New | 1,253 | $309K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 1,246 | $307K |
| Avantax Advisory Services, Inc. | 0.00% | New | 1,239 | $306K |
| First Bank & Trust | 0.06% | New | 1,205 | $297K |
| Cullinan Associates Inc. | 0.02% | No change | 1,200 | $296K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 1,185 | $292K |
| Cetera Investment Advisers | 0.00% | New | 1,185 | $292K |
| Lewis Asset Management, LLC | 0.24% | New | 1,184 | $292K |
| Caxton Associates LP | 0.02% | New | 1,176 | $290K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 1,151 | $284K |
| HighTower Advisors, LLC | 0.00% | New | 1,126 | $281K |
| Mackenzie Financial Corp. | 0.00% | Reduce -20.1% | 1,108 | $273K |
| First Foundation Advisors | 0.01% | New | 1,098 | $271K |
| HSBC Holdings PLC | 0.00% | Reduce -77.1% | 1,050 | $259K |
| Mercer Global Advisors Inc. | 0.00% | New | 1,036 | $256K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -8.8% | 1,009 | $249K |
| Navellier & Associates Inc. | 0.03% | New | 1,000 | $247K |
| SteelPeak Wealth, LLC | 0.01% | New | 1,000 | $247K |
| Prio Wealth Limited Partnership | 0.01% | New | 1,000 | $247K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | New | 1,000 | $247K |
| Davis R M Inc. | 0.01% | New | 1,000 | $247K |
| CW Advisors, LLC | 0.00% | New | 1,000 | $247K |
| Fortis Capital Advisors, LLC | 0.10% | New | 995 | $246K |
| Belpointe Asset Management LLC | 0.02% | New | 995 | $246K |
| DekaBank Deutsche Girozentrale | 0.00% | New | 964 | $235K |
| KCM Investment Advisors LLC | 0.01% | New | 948 | $234K |
| Handelsinvest Investeringsforvaltning | 0.11% | Reduce -34.1% | 912 | $225K |
| Kensington Investment Counsel, LLC | 0.10% | New | 900 | $222K |
| Petrus Trust Company, LTA | 0.02% | Reduce -63.0% | 897 | $221K |
| Cresset Asset Management, LLC | 0.00% | New | 893 | $220K |
| Simplex Trading, LLC | 0.01% | Add +2.8% | 893 | $220K |
| Vident Advisory, LLC | 0.00% | New | 850 | $210K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 846 | $209K |
| Axxcess Wealth Management, LLC | 0.01% | New | 840 | $207K |
| Quadrant Capital Group LLC | 0.02% | Add +2863.0% | 800 | $197K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | — | 708 | $175K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.7% | 684 | $169K |
| RiverPark Advisors, LLC | 0.14% | Add +265.0% | 668 | $165K |
| Northwest & Ethical Investments L.P. | 0.00% | New | 625 | $154K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.2% | 578 | $143K |
| Covestor Ltd | 0.09% | Add +114.0% | 550 | $136K |
| KBC Group NV | 0.00% | Add +20.2% | 506 | $125K |
| Walleye Trading LLC | 0.00% | Add +88.3% | 499 | $123K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -15.4% | 467 | $115K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Add +2.7% | 382 | $94K |
| Walleye Capital LLC | 0.00% | Reduce -98.3% | 353 | $87K |
| C M Bidwell & Associates Ltd. | 0.06% | Add +2018.8% | 339 | $84K |
| Exchange Traded Concepts, LLC | 0.00% | New | 336 | $83K |
| Assetmark, Inc. | 0.00% | No change | 301 | $74K |
| First Horizon Advisors, Inc. | 0.00% | No change | 298 | $74K |
| Harvest Fund Management Co., Ltd | 0.01% | New | 296 | $73K |
| Advisors Asset Management, Inc. | 0.00% | Add +291.3% | 180 | $44K |
| Signaturefd, LLC | 0.00% | Add +1.1% | 176 | $43K |
| Huntington National Bank | 0.00% | Add +1.8% | 168 | $41K |
| Allworth Financial LP | 0.00% | Add +2.3% | 136 | $34K |
| Arcadia Investment Management Corp. | 0.01% | Reduce -20.8% | 122 | $30K |
| nVerses Capital, LLC | 0.06% | New | 100 | $25K |
| IFP Advisors, Inc | 0.00% | New | 100 | $25K |
| Quarry LP | 0.01% | New | 96 | $24K |
| CIBC Private Wealth Group LLC | 0.00% | New | 95 | $23K |
| USA Financial Formulas | 0.00% | Reduce -72.8% | 92 | $23K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 90 | $22K |
| Bessemer Group Inc. | 0.00% | New | 91 | $22K |
| Private Trust Co. NA | 0.00% | Reduce -11.2% | 87 | $21K |
| Plato Investment Management Ltd | 0.00% | No change | 86 | $21K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Add +7.7% | 84 | $21K |
| Lindbrook Capital, LLC | 0.00% | No change | 79 | $19K |
| Global Retirement Partners, LLC | 0.00% | No change | 60 | $15K |
| Principal Securities, Inc. | 0.00% | Reduce -20.0% | 56 | $14K |
| Rise Advisors, LLC | 0.01% | New | 48 | $12K |
| Cwm, LLC | 0.00% | Add +57.1% | 44 | $11K |
| Mather Group, Llc. | 0.00% | New | 63 | $11K |
| Park Place Capital Corp | 0.00% | No change | 41 | $10K |
| CI Investments Inc. | 0.00% | Add +32.1% | 37 | $9K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 36 | $9K |
| MCF Advisors LLC | 0.00% | Reduce -20.0% | 32 | $8K |
| Bell Investment Advisors, Inc | 0.00% | No change | 30 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 27 | $7K |
| Avior Wealth Management, LLC | 0.00% | New | 24 | $6K |
| GAMMA Investing LLC | 0.00% | Add +35.7% | 19 | $5K |
| Hollencrest Capital Management | 0.00% | No change | 15 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 15 | $4K |
| Group One Trading LLC | 0.00% | Reduce -97.5% | 15 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 10 | $2K |
| Manchester Capital Management LLC | 0.00% | No change | 9 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 8 | $2K |
| Arax Advisory Partners | 0.00% | No change | 8 | $2K |
| Continuum Advisory, LLC | 0.00% | New | 8 | $2K |
| West Paces Advisors Inc. | 0.00% | Reduce -76.0% | 6 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 5 | $1K |
| TD Private Client Wealth LLC | 0.00% | New | 5 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 5 | $1K |
| Abound Wealth Management | 0.00% | No change | 4 | $987 |
| Versant Capital Management, Inc | 0.00% | No change | 4 | $987 |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 4 | $987 |
| Rothschild Investment LLC | 0.00% | New | 2 | $493 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $247 |
"% of holder's portfolio" is APPF's weight in each manager's 13F, not the share of Appfolio Inc. Class A the manager owns.