Appfolio Inc. Class AAPPF
13F holders, Q2 2024 (June 30)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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $160.7M |
| Exits | 44 | $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.