Appfolio Inc. Class AAPPF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 385 institutions reported holding Appfolio Inc. Class A (APPF) in their 13F filings, down 6 from Q2 2024. 55 opened new positions and 61 sold out. The largest holders were Vanguard Group Inc. ($566.0M), BlackRock, Inc. ($523.7M) and Ashe Capital Management, LP ($328.9M). 7 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Appfolio Inc. Class A
- CUSIP
- 03783C100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $48.2M |
| Exits | 61 | $120.1M |
All 13F filers, Q2 2024 → Q3 2024: 2,307,385 shares bought and 2,168,749 shares sold, net +138,636 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 385 holders
| Vanguard Group Inc. | 0.01% | Add +11.3% | 2,404,353 | $566.0M |
| BlackRock, Inc. | 0.01% | — | 2,224,890 | $523.7M |
| Ashe Capital Management, LP | 26.20% | No change | 1,397,308 | $328.9M |
| Brown Capital Management LLC | 4.08% | Reduce -11.6% | 804,645 | $189.4M |
| State Street Corp. | 0.01% | Add +8.2% | 653,136 | $153.7M |
| Gilder Gagnon Howe & Co. LLC | 1.54% | Reduce -2.3% | 547,351 | $128.8M |
| Lord, Abbett & Co. LLC | 0.35% | Add +82.2% | 459,285 | $108.1M |
| AQR Capital Management | 0.15% | Add +682.2% | 457,925 | $107.2M |
| Geode Capital Management, LLC | 0.01% | Add +8.6% | 413,032 | $97.3M |
| Invesco Ltd. | 0.02% | Add +27.8% | 407,484 | $95.9M |
| DF Dent & Co. Inc. | 1.01% | Add +10.1% | 351,691 | $82.8M |
| Nellore Capital Management LLC | 10.06% | Add +12.2% | 313,619 | $73.8M |
| Macquarie Group Ltd. | 0.08% | Add +21.7% | 306,012 | $72.0M |
| Norges Bank | 0.01% | Add +6.0% | 277,436 | $65.3M |
| GW&K Investment Management, LLC | 0.53% | Reduce -4.2% | 262,457 | $61.8M |
| Renaissance Technologies | 0.08% | Add +5.8% | 231,700 | $54.5M |
| Morgan Stanley | 0.00% | Add +30.8% | 228,550 | $53.8M |
| Franklin Resources Inc. | 0.01% | Add +31.2% | 228,655 | $51.8M |
| Driehaus Capital Management LLC | 0.43% | Reduce -6.4% | 212,984 | $50.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -16.5% | 201,866 | $47.5M |
| New York State Common Retirement Fund | 0.06% | Reduce -28.8% | 188,922 | $44.5M |
| First Trust Advisors LP | 0.04% | Add +54.7% | 186,858 | $44.0M |
| Fred Alger Management, LLC | 0.21% | Reduce -48.5% | 184,826 | $43.5M |
| Principal Financial Group Inc. | 0.02% | Add +16.1% | 177,831 | $41.9M |
| Zeno Equity Partners LLP | 11.68% | Add +2.5% | 176,925 | $41.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +15.8% | 176,815 | $41.6M |
| Squarepoint Ops LLC | 0.13% | Reduce -7.0% | 172,155 | $40.5M |
| Fuller & Thaler Asset Management, Inc. | 0.16% | Add +15.0% | 170,157 | $40.1M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -30.8% | 166,318 | $39.2M |
| Northern Trust Corp. | 0.01% | Reduce -31.1% | 163,771 | $38.6M |
| JPMorgan Chase & Co. | 0.00% | Add +3.3% | 161,278 | $38.0M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -5.1% | 159,482 | $37.5M |
| Baird Financial Group, Inc. | 0.07% | Reduce -12.7% | 156,046 | $36.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +54.6% | 130,126 | $30.6M |
| Ranger Investment Management, L.P. | 1.88% | Add +44.9% | 124,406 | $29.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +0.7% | 117,717 | $27.7M |
| Greenstone Partners & Co., LLC | 9.29% | No change | 113,067 | $26.6M |
| Eagle Asset Management Inc. | 0.13% | Reduce -7.9% | 108,422 | $24.7M |
| Los Angeles Capital Management LLC | 0.10% | Reduce -4.4% | 105,061 | $24.7M |
| Wellington Management Group LLP | 0.00% | Reduce -7.7% | 97,129 | $22.9M |
| Victory Capital Management Inc. | 0.02% | Reduce -6.3% | 94,023 | $22.1M |
| Bank of America Corp. | 0.00% | Add +55.3% | 89,895 | $21.2M |
| Jennison Associates LLC | 0.01% | Add +4.6% | 89,417 | $21.0M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -67.9% | 86,124 | $20.3M |
| Westwind Capital | 4.41% | Reduce -48.3% | 77,213 | $18.2M |
| Jupiter Asset Management Ltd. | 0.16% | Add +91.6% | 75,909 | $17.9M |
| Bridgewater Associates | 0.10% | Add +15.0% | 75,145 | $17.7M |
| Jackson Square Partners, LLC | 1.52% | Reduce -9.5% | 74,781 | $17.6M |
| Royal Bank of Canada | 0.00% | Add +181.8% | 74,433 | $17.5M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +231.4% | 71,352 | $16.8M |
| Qube Research & Technologies Ltd | 0.03% | Add +47.1% | 70,424 | $16.6M |
| WCM Investment Management, LLC | 0.04% | Reduce -21.8% | 69,350 | $16.3M |
| Rhumbline Advisers | 0.01% | Add +4.9% | 63,967 | $15.1M |
| Mission Wealth Management, LP | 0.36% | Reduce -38.9% | 61,689 | $14.5M |
| FMR LLC | 0.00% | Add +998.0% | 60,894 | $14.3M |
| 12 West Capital Management LP | 1.45% | Reduce -25.0% | 60,000 | $14.1M |
| Atika Capital Management LLC | 1.49% | No change | 59,000 | $13.9M |
| Blair William & Co. | 0.04% | Reduce -3.8% | 58,481 | $13.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.8% | 58,374 | $13.7M |
| EULAV Asset Management | 0.32% | Add +40.6% | 55,449 | $13.1M |
| Nicholas Investment Partners, LP | 1.23% | Add +5.4% | 51,085 | $12.0M |
| Insight Holdings Group, LLC | 0.52% | Reduce -40.9% | 51,061 | $12.0M |
| Long Walk Management LP | 4.94% | Reduce -43.3% | 50,750 | $11.9M |
| Man Group plc | 0.03% | Add +5.6% | 46,115 | $10.9M |
| Assenagon Asset Management S.A. | 0.02% | Add +125.6% | 46,022 | $10.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | New | 44,370 | $10.4M |
| Federated Hermes, Inc. | 0.02% | Add +0.0% | 43,771 | $10.3M |
| Canada Pension Plan Investment Board | 0.01% | Add +187.8% | 42,600 | $10.0M |
| D. E. Shaw & Co. | 0.01% | Reduce -23.6% | 41,937 | $9.9M |
| Sei Investments Co. | 0.01% | Add +9.4% | 41,891 | $9.9M |
| Swiss National Bank | 0.01% | Add +2.0% | 41,500 | $9.8M |
| Moran Wealth Management, LLC | 0.29% | Add +2.2% | 40,341 | $9.5M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -3.6% | 39,516 | $9.3M |
| Burney Co./ | 0.32% | Add +282.8% | 38,205 | $9.0M |
| AXA S.A. | 0.03% | Add +633.0% | 37,476 | $8.8M |
| Legal & General Group Plc | 0.00% | Add +8.4% | 34,247 | $8.1M |
| Prudential Financial Inc. | 0.01% | Reduce -51.4% | 34,146 | $8.0M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -14.6% | 33,146 | $7.8M |
| Castleark Management LLC | 0.29% | Reduce -3.5% | 30,490 | $7.2M |
| Picton Mahoney Asset Management | 0.27% | Add +24.5% | 30,011 | $7.1M |
| Trexquant Investment LP | 0.09% | Add +1.1% | 29,501 | $6.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.8% | 29,384 | $6.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -76.8% | 29,068 | $6.8M |
| Retirement Systems of Alabama | 0.02% | Add +7.9% | 27,950 | $6.6M |
| Alliancebernstein L.P. | 0.00% | Add +4.4% | 27,607 | $6.5M |
| Point72 Asset Management | 0.02% | New | 27,501 | $6.5M |
| Corebridge Financial, Inc. | 0.03% | Add +2.4% | 27,472 | $6.5M |
| Next Century Growth Investors LLC | 0.50% | Reduce -31.3% | 26,135 | $6.2M |
| Hillsdale Investment Management Inc. | 0.46% | Reduce -3.0% | 25,218 | $5.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +41.0% | 24,636 | $5.8M |
| Lazard Asset Management LLC | 0.01% | Add +187.7% | 24,298 | $5.7M |
| Algert Global LLC | 0.15% | Add +25.8% | 23,974 | $5.6M |
| Natixis Advisors, LLC | 0.01% | Add +19.0% | 22,094 | $5.2M |
| Baker Avenue Asset Management, LP | 0.16% | Add +16.5% | 21,483 | $5.1M |
| Zevenbergen Capital Investments LLC | 0.11% | Reduce -4.5% | 21,450 | $5.0M |
| Ensign Peak Advisors, Inc | 0.01% | Add +41.9% | 21,328 | $5.0M |
| California State Teachers Retirement System | 0.01% | Reduce -0.5% | 20,180 | $4.8M |
| Bank of Montreal | 0.00% | Add +546.4% | 20,199 | $4.7M |
| Pier Capital, LLC | 0.66% | Reduce -47.7% | 19,924 | $4.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +5.3% | 19,130 | $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.