Appfolio Inc. Class AAPPF

13F holders, Q2 2024 (June 30)
391holders +25
69new positions
44sold out
7famous investors
$243.14avg. 13F price*

At the end of Q2 2024, 391 institutions reported holding Appfolio Inc. Class A (APPF) in their 13F filings, up 25 from Q1 2024. 69 opened new positions and 44 sold out. The largest holders were Vanguard Group Inc. ($528.3M), BlackRock Inc. ($527.9M) and Ashe Capital Management, LP ($341.7M). 7 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 → Q2 2024

InstitutionsTotal Value
New Positions69$160.7M
Exits44$69.9M

All 13F filers, Q1 2024 → Q2 2024: 2,091,019 shares bought and 2,805,149 shares sold, net −714,130 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 391 holders

Vanguard Group Inc. 0.01% Add +0.3% 2,160,115 $528.3M
BlackRock Inc. 0.01% Reduce -16.5% 2,158,592 $527.9M
Ashe Capital Management, LP 28.21% Reduce -3.5% 1,397,308 $341.7M
Brown Capital Management LLC 4.50% Reduce -19.9% 910,179 $222.6M
State Street Corp. 0.01% Reduce -13.7% 603,898 $147.7M
Gilder Gagnon Howe & Co. LLC 1.72% Reduce -1.7% 559,996 $137.0M
Geode Capital Management, LLC 0.01% Reduce -17.3% 380,289 $93.0M
Fred Alger Management, LLC 0.43% Reduce -22.0% 358,883 $87.8M
DF Dent & Co. Inc. 1.01% Reduce -17.2% 319,510 $78.1M
Invesco Ltd. 0.02% Add +55.7% 318,928 $78.0M
Nellore Capital Management LLC 10.31% Add +0.3% 279,449 $68.3M
GW&K Investment Management, LLC 0.61% Reduce -3.1% 274,021 $67.0M
T. Rowe Price Investment Management, Inc. 0.04% Add +43.5% 268,445 $65.7M
New York State Common Retirement Fund 0.09% Reduce -8.1% 265,176 $64.9M
Norges Bank 0.01% Add +20.1% 261,716 $64.0M
Lord, Abbett & Co. LLC 0.20% Reduce -2.0% 252,081 $61.7M
Macquarie Group Ltd. 0.07% New 251,518 $61.5M
Bank of New York Mellon Corp 0.01% Add +13.4% 241,801 $59.1M
T. Rowe Price Associates Inc. 0.01% Reduce -3.2% 240,219 $58.8M
Northern Trust Corp. 0.01% Add +14.6% 237,700 $58.1M
Driehaus Capital Management LLC 0.54% Add +16.7% 227,632 $55.7M
Renaissance Technologies 0.09% Reduce -14.9% 219,000 $53.6M
Squarepoint Ops LLC 0.17% Add +188.2% 185,034 $45.3M
Baird Financial Group, Inc. 0.09% Add +0.6% 178,780 $43.7M
Morgan Stanley 0.00% Reduce -59.8% 174,694 $42.7M
Franklin Resources Inc. 0.01% Add +207.1% 174,269 $42.6M
Zeno Equity Partners LLP 11.37% Reduce -16.1% 172,564 $42.2M
Nuveen Asset Management, LLC 0.01% Reduce -19.1% 168,108 $41.1M
JPMorgan Chase & Co. 0.00% Reduce -6.4% 156,201 $38.2M
Principal Financial Group Inc. 0.02% Add +1.0% 153,134 $37.5M
Charles Schwab Investment Management Inc. 0.01% Reduce -16.4% 152,674 $37.3M
Fuller & Thaler Asset Management, Inc. 0.15% Add +27.6% 147,961 $36.2M
Goldman Sachs Group Inc. 0.01% Add +87.1% 125,178 $30.6M
First Trust Advisors LP 0.03% Add +19.0% 120,765 $29.5M
Eagle Asset Management Inc. 0.15% Reduce -6.1% 117,688 $28.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +38.3% 116,876 $28.6M
Greenstone Partners & Co., LLC 11.55% No change 113,067 $27.7M
Los Angeles Capital Management LLC 0.10% Add +516.6% 109,850 $26.9M
Artisan Partners Limited Partnership 0.04% Add +24.6% 108,639 $26.6M
Wellington Management Group LLP 0.00% Reduce -14.9% 105,182 $25.7M
Mission Wealth Management, LP 0.67% Add +135.7% 101,017 $24.7M
Victory Capital Management Inc. 0.03% Reduce -4.2% 100,340 $24.5M
WCM Investment Management, LLC 0.05% Add +2.8% 88,664 $22.1M
Long Walk Management LP 10.33% Reduce -37.4% 89,500 $21.9M
Jane Street Group, LLC 0.02% Add +181.5% 88,546 $21.7M
Millennium Management 0.02% Reduce -34.5% 86,779 $21.2M
Insight Holdings Group, LLC 0.73% No change 86,461 $21.1M
Ranger Investment Management, L.P. 1.43% Reduce -1.2% 85,889 $21.0M
Jennison Associates LLC 0.01% Add +24.8% 85,474 $20.9M
Dimensional Fund Advisors LP 0.01% Add +18.4% 84,151 $20.6M
Manchester Global Management (UK) Ltd 3.59% Add +83.3% 83,589 $20.4M
Jackson Square Partners, LLC 1.23% Reduce -5.4% 82,652 $20.2M
12 West Capital Management LP 2.02% Reduce -36.0% 80,000 $19.6M
Prudential Financial Inc. 0.03% Add +13.5% 70,302 $17.2M
Bridgewater Associates 0.08% Reduce -8.2% 65,350 $16.0M
Ameriprise Financial Inc. 0.00% Add +85.0% 61,934 $15.1M
Rhumbline Advisers 0.01% Reduce -0.5% 60,963 $14.9M
Blair William & Co. 0.05% Reduce -2.3% 60,819 $14.9M
Atika Capital Management LLC 1.67% Reduce -14.5% 59,000 $14.4M
AQR Capital Management 0.02% Add +64.0% 58,540 $14.3M
Bank of America Corp. 0.00% Reduce -14.0% 57,904 $14.2M
D. E. Shaw & Co. 0.02% Reduce -19.4% 54,907 $13.4M
Cubist Systematic Strategies, LLC 0.22% New 53,124 $13.0M
Nicholas Investment Partners, LP 1.38% Add +11.3% 48,466 $11.9M
Qube Research & Technologies Ltd 0.02% New 47,864 $11.7M
Federated Hermes, Inc. 0.03% Reduce -18.7% 43,754 $10.7M
Man Group plc 0.03% Add +28.4% 43,677 $10.7M
CANADA LIFE ASSURANCE Co 0.02% Reduce -1.2% 40,996 $10.0M
Swiss National Bank 0.01% Add +6.0% 40,700 $10.0M
Susquehanna Fundamental Investments, LLC 0.23% New 40,100 $9.8M
Jupiter Asset Management Ltd. 0.09% Add +69.0% 39,620 $9.7M
Moran Wealth Management, LLC 0.32% Add +10.0% 39,483 $9.7M
EULAV Asset Management 0.26% Add +261.9% 39,449 $9.6M
Russell Investments Group, Ltd. 0.02% Reduce -19.0% 38,819 $9.5M
Sei Investments Co. 0.01% Add +0.6% 38,279 $9.4M
Pier Capital, LLC 1.39% Reduce -8.4% 38,125 $9.3M
Next Century Growth Investors LLC 0.77% Add +35.6% 38,052 $9.3M
Westwind Capital 2.29% Add +301.0% 149,240 $9.2M
Vista Equity Partners Management, LLC 0.22% Add +49.6% 33,297 $8.1M
Envestnet Asset Management Inc. 0.00% Reduce -9.1% 32,566 $8.0M
Castleark Management LLC 0.32% Reduce -0.8% 31,600 $7.7M
Legal & General Group Plc 0.00% Add +6.4% 31,600 $7.7M
BNP Paribas Financial Markets 0.01% Reduce -45.0% 30,808 $7.5M
Trexquant Investment LP 0.11% Add +63.6% 29,178 $7.1M
Corebridge Financial, Inc. 0.04% — 26,822 $6.6M
Alliancebernstein L.P. 0.00% Reduce -38.3% 26,439 $6.5M
Royal Bank of Canada 0.00% Reduce -31.4% 26,418 $6.5M
Hillsdale Investment Management Inc. 0.50% Reduce -7.0% 25,990 $6.4M
Retirement Systems of Alabama 0.02% Add +1.0% 25,903 $6.3M
1832 Asset Management L.P. 0.01% New 25,200 $6.2M
Susquehanna International Group, LLP 0.01% Add +599.6% 24,269 $5.9M
Picton Mahoney Asset Management 0.25% Reduce -0.1% 24,101 $5.9M
HRT Financial LP 0.03% New 23,595 $5.8M
Zevenbergen Capital Investments LLC 0.12% New 22,450 $5.5M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -64.4% 21,533 $5.3M
Assenagon Asset Management S.A. 0.01% Reduce -86.8% 20,403 $5.0M
California State Teachers Retirement System 0.01% Add +4.1% 20,277 $5.0M
Moody Aldrich Partners LLC 0.94% Reduce -10.1% 19,809 $4.8M
Algert Global LLC 0.15% Reduce -47.6% 19,057 $4.7M
Natixis Advisors, LLC 0.01% Reduce -16.9% 18,561 $4.5M

"% 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 391 holders