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
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 |
| Baker Avenue Asset Management, LP | 0.15% | Reduce -7.1% | 18,445 | $4.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -29.1% | 18,168 | $4.4M |
| Miura Global Management, LLC | 4.29% | Reduce -28.0% | 18,000 | $4.4M |
| LMR Partners LLP | 0.12% | New | 17,943 | $4.4M |
| Channel Wealth LLC | 1.58% | No change | 17,860 | $4.4M |
| Polen Capital Management LLC | 0.01% | Reduce -32.5% | 17,855 | $4.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -26.4% | 17,475 | $4.3M |
| Y-Intercept (Hong Kong) Ltd | 0.23% | New | 16,829 | $4.1M |
| Schonfeld Strategic Advisors LLC | 0.03% | New | 16,330 | $4.0M |
| Allianz Asset Management GmbH | 0.01% | Add +4.5% | 16,080 | $3.9M |
| Schroder Investment Management Group | 0.00% | Add +163.1% | 15,874 | $3.9M |
| Ensign Peak Advisors, Inc | 0.01% | Add +96.2% | 15,033 | $3.7M |
| Global IMC LLC | 0.82% | Add +0.0% | 14,952 | $3.7M |
| Canada Pension Plan Investment Board | 0.00% | Add +5.7% | 14,800 | $3.6M |
| Jump Financial, LLC | 0.07% | Add +178.9% | 14,711 | $3.6M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -0.3% | 13,780 | $3.4M |
| Acadian Asset Management LLC | 0.01% | Reduce -73.2% | 13,636 | $3.3M |
| UBS Group AG | 0.00% | Reduce -49.9% | 13,538 | $3.3M |
| Informed Momentum Co LLC | 0.52% | Reduce -23.2% | 13,028 | $3.2M |
| Comerica Bank | 0.01% | Reduce -4.9% | 13,007 | $3.2M |
| Gsa Capital Partners LLP | 0.21% | Reduce -6.5% | 12,540 | $3.1M |
| Paloma Partners Management Co | 0.33% | Add +808.6% | 12,366 | $3.0M |
| ClariVest Asset Management LLC | 0.30% | Reduce -25.4% | 12,123 | $3.0M |
| MetLife Investment Management, LLC | 0.02% | Reduce -4.5% | 12,089 | $3.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +87.2% | 12,086 | $3.0M |
| Martingale Asset Management L P | 0.06% | No change | 12,017 | $2.9M |
| Mutual of America Capital Management LLC | 0.03% | Add +8.0% | 12,015 | $2.9M |
| Gotham Asset Management | 0.04% | Add +43.0% | 11,973 | $2.9M |
| Advisors Capital Management, LLC | 0.05% | Reduce -0.9% | 11,308 | $2.8M |
| Capital Fund Management S.A. | 0.03% | New | 11,039 | $2.7M |
| Amalgamated Bank | 0.02% | Add +1.3% | 10,945 | $2.7M |
| Voya Investment Management LLC | 0.00% | Add +74.2% | 10,906 | $2.7M |
| Cavalier Investments, LLC | 0.81% | Add +3.0% | 10,789 | $2.6M |
| Edgestream Partners, L.P. | 0.13% | New | 10,784 | $2.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +7.5% | 10,746 | $2.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | — | 10,352 | $2.5M |
| State of Wisconsin Investment Board | 0.01% | Add +285.8% | 10,205 | $2.5M |
| Burney Co./ | 0.09% | New | 9,980 | $2.4M |
| Wolverine Trading, LLC | 0.04% | Add +211.5% | 9,857 | $2.4M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | No change | 9,647 | $2.4M |
| Treasurer of the State of North Carolina | 0.01% | New | 9,570 | $2.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.1% | 9,138 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -9.4% | 9,081 | $2.2M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -9.4% | 9,081 | $2.2M |
| Yousif Capital Management, LLC | 0.02% | Reduce -6.6% | 8,765 | $2.1M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +99.2% | 8,636 | $2.1M |
| Lazard Asset Management LLC | 0.00% | Reduce -8.3% | 8,447 | $2.1M |
| Public Employees Retirement System of Ohio | 0.01% | New | 8,382 | $2.0M |
| Barclays PLC | 0.00% | Reduce -79.3% | 8,207 | $2.0M |
| Zacks Investment Management | 0.02% | Add +11.4% | 8,173 | $2.0M |
| EFG Asset Management (North America) Corp. | 0.34% | Add +0.5% | 8,059 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -38.0% | 8,063 | $2.0M |
| Prescott Group Capital Management, L.L.C. | 0.31% | Add +60.0% | 8,000 | $2.0M |
| TD Asset Management Inc | 0.00% | Add +48.1% | 8,000 | $2.0M |
| Global Endowment Management, LP | 0.20% | No change | 7,683 | $1.9M |
| Graham Capital Management, L.P. | 0.12% | Reduce -47.4% | 7,505 | $1.8M |
| Lisanti Capital Growth, LLC | 0.42% | Reduce -1.0% | 7,115 | $1.7M |
| Citigroup Inc. | 0.00% | Add +6.9% | 7,065 | $1.7M |
| Legato Capital Management LLC | 0.23% | Add +8.5% | 7,061 | $1.7M |
| Azzad Asset Management Inc. | 0.20% | Add +87.2% | 6,814 | $1.7M |
| Verition Fund Management LLC | 0.01% | Add +228.9% | 6,809 | $1.7M |
| LPL Financial LLC | 0.00% | Reduce -8.5% | 6,768 | $1.7M |
| Teachers Retirement System of the State of Kentucky | 0.01% | New | 6,730 | $1.6M |
| Empowered Funds, LLC | 0.03% | Reduce -71.4% | 6,727 | $1.6M |
| Teacher Retirement System of Texas | 0.01% | Reduce -12.7% | 6,695 | $1.6M |
| Bayesian Capital Management, LP | 0.19% | Add +68.8% | 6,625 | $1.6M |
| Globeflex Capital L P | 0.17% | No change | 6,607 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +56.6% | 6,276 | $1.5M |
| Wells Fargo & Company | 0.00% | Reduce -43.0% | 6,051 | $1.5M |
| Evanson Asset Management, LLC | 0.11% | No change | 6,000 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | No change | 5,900 | $1.4M |
| Danske Bank A/S | 0.01% | Reduce -6.4% | 5,882 | $1.4M |
| Brighton Jones LLC | 0.05% | Add +0.8% | 5,805 | $1.4M |
| Ami Asset Management Corp. | 0.08% | Reduce -58.2% | 5,788 | $1.4M |
| Arizona State Retirement System | 0.01% | Add +8.0% | 5,784 | $1.4M |
| Engineers Gate Manager LP | 0.03% | Reduce -67.4% | 5,603 | $1.4M |
| FMR LLC | 0.00% | Reduce -31.3% | 5,546 | $1.4M |
| Point72 Hong Kong Ltd | 0.08% | New | 5,426 | $1.3M |
| DGS Capital Management, LLC | 0.36% | Add +0.0% | 5,246 | $1.3M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -0.5% | 5,150 | $1.3M |
| AXA S.A. | 0.00% | New | 5,113 | $1.3M |
| State of Michigan Retirement System | 0.01% | Add +4.1% | 5,100 | $1.2M |
| Rathbones Group PLC | 0.01% | No change | 5,046 | $1.2M |
| Quent Capital, LLC | 0.14% | No change | 5,018 | $1.2M |
| Jefferies Financial Group Inc. | 0.03% | New | 5,000 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | New | 5,000 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Reduce -74.1% | 4,886 | $1.2M |
| Point72 (DIFC) Ltd | 0.10% | New | 4,831 | $1.2M |
| Xponance LLC | 0.01% | Add +47.4% | 4,775 | $1.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +3.4% | 4,684 | $1.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +2.9% | 4,652 | $1.1M |
| PDT Partners, LLC | 0.11% | Add +0.5% | 4,633 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -58.5% | 4,616 | $1.1M |
| Jackson Creek Investment Advisors LLC | 0.41% | Reduce -0.2% | 4,569 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -30.1% | 4,500 | $1.1M |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -80.8% | 4,401 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -13.2% | 4,342 | $1.1M |
| Gladius Capital Management LP | 1.05% | New | 4,308 | $1.1M |
| STRS Ohio | 0.00% | Reduce -22.7% | 4,253 | $1.0M |
| Versor Investments LP | 0.19% | New | 4,202 | $1.0M |
| New Mexico Educational Retirement Board | 0.04% | New | 4,200 | $1.0M |
| NorthCrest Asset Manangement, LLC | 0.03% | No change | 4,145 | $1.0M |
| Raymond James & Associates | 0.00% | Add +0.9% | 4,075 | $997K |
| New York State Teachers Retirement System | 0.00% | Add +26.3% | 4,013 | $981K |
| Oberndorf William E | 1.69% | Reduce -77.4% | 3,939 | $963K |
| Penserra Capital Management LLC | 0.01% | Reduce -49.1% | 3,922 | $959K |
| SG Americas Securities, LLC | 0.01% | Add +160.0% | 3,895 | $953K |
| WINTON GROUP Ltd | 0.06% | New | 3,836 | $938K |
| Hancock Whitney Corp. | 0.03% | New | 3,652 | $893K |
| American Century Companies Inc. | 0.00% | Add +7.6% | 3,631 | $888K |
| ProShare Advisors LLC | 0.00% | Add +2.9% | 3,630 | $888K |
| Handelsbanken Fonder AB | 0.00% | No change | 3,600 | $880K |
| PEAK6 Investments LLC | 0.04% | Add +27.3% | 3,520 | $861K |
| Commonwealth Equity Services, LLC | 0.00% | Add +22.6% | 3,454 | $845K |
| Arlington Financial Advisors, LLC | 0.18% | Reduce -5.0% | 3,452 | $844K |
| Harbor Capital Advisors, Inc. | 0.06% | Add +9.3% | 3,374 | $825K |
| Pearl River Capital, LLC | 0.13% | New | 3,346 | $818K |
| DC Investments Management, LLC | 0.69% | No change | 3,323 | $813K |
| XTX Topco Ltd | 0.07% | New | 3,302 | $808K |
| Two Sigma Advisers, LP | 0.00% | Reduce -80.2% | 3,300 | $807K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 3,281 | $802K |
| Commerce Bank | 0.01% | No change | 3,233 | $791K |
| Bank of Montreal | 0.00% | Reduce -20.2% | 3,125 | $778K |
| Pacer Advisors, Inc. | 0.00% | New | 3,119 | $763K |
| State of Wyoming | 0.12% | Add +26.9% | 3,084 | $754K |
| Cynosure Group, LLC | 0.12% | Add +8.8% | 3,063 | $749K |
| Capital Impact Advisors, LLC | 2.08% | New | 3,017 | $738K |
| SpiderRock Advisors, LLC | 0.02% | No change | 2,980 | $729K |
| Prelude Capital Management, LLC | 0.06% | Add +99.2% | 2,946 | $721K |
| Pictet Asset Management Holding SA | 0.00% | Add +20.8% | 2,873 | $703K |
| Calamos Advisors LLC | 0.00% | Reduce -13.2% | 2,849 | $697K |
| Fortis Capital Advisors, LLC | 0.25% | Add +185.3% | 2,839 | $694K |
| Belpointe Asset Management LLC | 0.05% | Add +185.3% | 2,839 | $694K |
| Cornercap Investment Counsel Inc. | 0.11% | Add +0.1% | 2,828 | $692K |
| Olympiad Research LP | 0.50% | Add +98.2% | 2,796 | $684K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 2,779 | $680K |
| Independent Advisor Alliance | 0.02% | Add +8.9% | 2,702 | $661K |
| Aviva PLC | 0.00% | New | 2,687 | $657K |
| Townsquare Capital LLC | 0.01% | Reduce -4.8% | 2,638 | $645K |
| Curbstone Financial Management Corp | 0.14% | No change | 2,560 | $626K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.3% | 2,531 | $619K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.1% | 2,511 | $614K |
| Truist Financial Corp. | 0.00% | Add +12.8% | 2,467 | $603K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -4.7% | 2,354 | $576K |
| HSBC Holdings PLC | 0.00% | Add +124.7% | 2,359 | $574K |
| State of Alaska, Department of Revenue | 0.01% | No change | 2,300 | $562K |
| Glenmede Trust Co. NA | 0.00% | Reduce -3.8% | 2,235 | $547K |
| Aigen Investment Management, LP | 0.10% | Reduce -51.2% | 2,163 | $529K |
| Creative Planning | 0.00% | Add +68.0% | 2,142 | $524K |
| Marshall Wace, LLP | 0.00% | Reduce -97.5% | 2,107 | $515K |
| Lanark Financial, Inc. | 0.05% | Reduce -22.5% | 2,094 | $512K |
| Mariner, LLC | 0.00% | Add +46.1% | 2,088 | $511K |
| Unique Wealth Strategies, LLC | 0.24% | No change | 2,040 | $503K |
| Centiva Capital, LP | 0.02% | Add +2.1% | 2,055 | $503K |
| Two Sigma Investments, LP | 0.00% | Reduce -78.1% | 2,022 | $495K |
| Cetera Investment Advisers | 0.00% | Add +55.4% | 1,841 | $450K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -22.2% | 1,822 | $446K |
| Simplex Trading, LLC | 0.01% | Add +103.5% | 1,817 | $444K |
| LVZ, Inc. | 0.06% | Add +0.1% | 1,803 | $441K |
| South Dakota Investment Council | 0.01% | New | 1,800 | $440K |
| Private Advisor Group, LLC | 0.00% | Reduce -14.7% | 1,799 | $440K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +48.4% | 1,759 | $430K |
| Fox Run Management, L.L.C. | 0.08% | New | 1,727 | $422K |
| Aerodigm Wealth, LLC | 0.19% | Reduce -92.8% | 1,720 | $421K |
| Maryland State Retirement & Pension System | 0.01% | New | 1,713 | $419K |
| Securian Asset Management, Inc. | 0.01% | No change | 1,680 | $411K |
| Scientech Research LLC | 0.08% | New | 1,665 | $407K |
| Seaport Global Advisors, LLC | 1.43% | New | 1,630 | $399K |
| HMS Capital Management, LLC | 0.20% | No change | 1,590 | $389K |
| Mutual Advisors, LLC | 0.01% | Add +17.0% | 1,677 | $384K |
| Corton Capital Inc. | 0.20% | Add +19.4% | 1,554 | $380K |
| DekaBank Deutsche Girozentrale | 0.00% | Add +58.0% | 1,523 | $378K |
| Captrust Financial Advisors | 0.00% | Add +10.0% | 1,544 | $378K |
| US Bancorp \de | 0.00% | Add +4.4% | 1,508 | $369K |
| nVerses Capital, LLC | 0.22% | Add +1400.0% | 1,500 | $367K |
| Mirabella Financial Services LLP | 0.03% | Add +2.5% | 1,395 | $341K |
| Tidal Investments LLC | 0.00% | New | 1,385 | $339K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 1,324 | $324K |
| Laurion Capital Management LP | 0.01% | New | 1,310 | $320K |
| Diversify Wealth Management, LLC | 0.04% | — | 1,562 | $319K |
| Stifel Financial Corp. | 0.00% | Reduce -13.1% | 1,278 | $313K |
| Deutsche Bank AG | 0.00% | Reduce -98.2% | 1,262 | $309K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.4% | 1,216 | $297K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.6% | 1,215 | $297K |
| Lewis Asset Management, LLC | 0.23% | Add +1.8% | 1,205 | $295K |
| Cerity Partners LLC | 0.00% | Reduce -19.0% | 1,200 | $293K |
| Cullinan Associates Inc. | 0.02% | No change | 1,200 | $293K |
| Utah Retirement Systems | 0.00% | New | 1,200 | $293K |
| First Bank & Trust | 0.06% | Reduce -1.2% | 1,190 | $291K |
| Mackenzie Financial Corp. | 0.00% | No change | 1,108 | $271K |
| First Foundation Advisors | 0.01% | No change | 1,098 | $269K |
| Convergence Investment Partners, LLC | 0.08% | New | 1,073 | $262K |
| Nebula Research & Development LLC | 0.04% | Reduce -41.0% | 1,052 | $257K |
| MML Investors Services, LLC | 0.00% | Reduce -31.9% | 1,046 | $256K |
| Sax Wealth Advisors, LLC | 0.02% | New | 1,035 | $253K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -20.5% | 1,030 | $252K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.8% | 1,028 | $251K |
| Virtu Financial LLC | 0.02% | Reduce -48.0% | 1,000 | $245K |
| Navellier & Associates Inc. | 0.03% | No change | 1,000 | $245K |
| SteelPeak Wealth, LLC | 0.01% | No change | 1,000 | $245K |
| Prio Wealth Limited Partnership | 0.01% | No change | 1,000 | $245K |
| Davis R M Inc. | 0.01% | No change | 1,000 | $245K |
| CW Advisors, LLC | 0.00% | No change | 1,000 | $245K |
| HighTower Advisors, LLC | 0.00% | Reduce -13.7% | 972 | $237K |
| Cresset Asset Management, LLC | 0.00% | Add +6.9% | 955 | $234K |
| Atria Investments, Inc | 0.00% | New | 944 | $231K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.13% | New | 1,082 | $228K |
| Vident Advisory, LLC | 0.01% | Add +9.4% | 930 | $227K |
| NewEdge Advisors, LLC | 0.00% | New | 903 | $221K |
| Kensington Investment Counsel, LLC | 0.10% | No change | 900 | $220K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +3.0% | 871 | $213K |
| RiverPark Advisors, LLC | 0.18% | Add +29.8% | 867 | $212K |
| Shelton Capital Management | 0.01% | New | 853 | $209K |
| Linden Thomas Advisory Services, LLC | 0.03% | New | 841 | $206K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 840 | $205K |
| Quadrant Capital Group LLC | 0.01% | Add +0.1% | 801 | $196K |
| Twin Tree Management, LP | 0.01% | Reduce -97.0% | 717 | $175K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.9% | 690 | $169K |
| Northwest & Ethical Investments L.P. | 0.00% | No change | 625 | $153K |
| Catalyst Funds Management Pty Ltd | 0.04% | New | 600 | $147K |
| Parallel Advisors, LLC | 0.00% | Add +2.6% | 593 | $145K |
| KBC Group NV | 0.00% | No change | 506 | $124K |
| Covestor Ltd | 0.08% | Reduce -10.6% | 492 | $120K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 467 | $114K |
| Harvest Fund Management Co., Ltd | 0.01% | Add +36.5% | 404 | $99K |
| Exchange Traded Concepts, LLC | 0.00% | Add +12.5% | 378 | $92K |
| C M Bidwell & Associates Ltd. | 0.06% | No change | 339 | $83K |
| Assetmark, Inc. | 0.00% | Add +6.0% | 319 | $78K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -6.7% | 278 | $68K |
| Advisors Asset Management, Inc. | 0.00% | Add +38.3% | 249 | $61K |
| Quarry LP | 0.03% | Add +147.9% | 238 | $58K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +688.9% | 213 | $52K |
| Ibex Wealth Advisors | 0.01% | New | 200 | $49K |
| Signaturefd, LLC | 0.00% | Add +6.8% | 188 | $46K |
| Huntington National Bank | 0.00% | Reduce -3.0% | 163 | $40K |
| Cwm, LLC | 0.00% | Add +238.6% | 149 | $36K |
| Allworth Financial LP | 0.00% | Reduce -1.5% | 134 | $35K |
| Arcadia Investment Management Corp. | 0.01% | Add +18.0% | 144 | $35K |
| Citadel Advisors | 0.00% | Reduce -99.6% | 143 | $35K |
| GAMMA Investing LLC | 0.00% | Add +589.5% | 131 | $32K |
| Bessemer Group Inc. | 0.00% | Add +40.7% | 128 | $31K |
| IFP Advisors, Inc | 0.00% | No change | 100 | $24K |
| Group One Trading LLC | 0.00% | Add +526.7% | 94 | $23K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 90 | $22K |
| Global Retirement Partners, LLC | 0.00% | Add +48.3% | 89 | $22K |
| Private Trust Co. NA | 0.00% | No change | 87 | $21K |
| Lindbrook Capital, LLC | 0.00% | Add +10.1% | 87 | $21K |
| Plato Investment Management Ltd | 0.00% | No change | 86 | $21K |
| Fifth Third Bancorp | 0.00% | New | 84 | $21K |
| Innealta Capital, LLC | 0.01% | New | 69 | $17K |
| Blue Trust, Inc. | 0.00% | New | 63 | $16K |
| Principal Securities, Inc. | 0.00% | Add +7.1% | 60 | $15K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -30.9% | 58 | $14K |
| Opal Wealth Advisors, LLC | 0.00% | New | 50 | $12K |
| Rise Advisors, LLC | 0.01% | No change | 48 | $12K |
| Park Place Capital Corp | 0.00% | No change | 41 | $10K |
| Bell Investment Advisors, Inc | 0.00% | Add +26.7% | 38 | $9K |
| MCF Advisors LLC | 0.00% | Add +15.6% | 37 | $9K |
| CI Investments Inc. | 0.00% | Reduce -5.4% | 35 | $9K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 36 | $9K |
| Mather Group, Llc. | 0.00% | Reduce -50.8% | 31 | $8K |
| Asset Dedication, LLC | 0.00% | New | 25 | $6K |
| Clearstead Advisors, LLC | 0.00% | New | 25 | $6K |
| Smartleaf Asset Management LLC | 0.00% | New | 24 | $6K |
| Private Wealth Management Group, LLC | 0.00% | Add +140.0% | 24 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +380.0% | 24 | $6K |
| Salem Investment Counselors Inc. | 0.00% | New | 21 | $5K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 20 | $5K |
| Rakuten Securities, Inc. | 0.00% | New | 20 | $5K |
| Avior Wealth Management, LLC | 0.00% | Reduce -16.7% | 20 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +260.0% | 18 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 16 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 16 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 15 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 15 | $4K |
| UMB Bank, n.a. | 0.00% | New | 13 | $3K |
| Manchester Capital Management LLC | 0.00% | Add +11.1% | 10 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 10 | $2K |
| Anfield Capital Management, LLC | 0.00% | New | 9 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 8 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 8 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 8 | $2K |
| Arax Advisory Partners | 0.00% | No change | 8 | $2K |
| TD Private Client Wealth LLC | 0.00% | No change | 5 | $1K |
| Abound Wealth Management | 0.00% | No change | 4 | $979 |
| Versant Capital Management, Inc | 0.00% | No change | 4 | $978 |
| Rothschild Investment LLC | 0.00% | Add +100.0% | 4 | $978 |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 4 | $978 |
| Abich Financial Wealth Management LLC | 0.00% | New | 3 | $734 |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 2 | $490 |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 2 | $489 |
"% of holder's portfolio" is APPF's weight in each manager's 13F, not the share of Appfolio Inc. Class A the manager owns.