Appfolio Inc. Class AAPPF

13F holders, Q3 2024 (September 30)
385holders −6
55new positions
61sold out
7famous investors
$235.21avg. 13F price*

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

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions55$48.2M
Exits61$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.

Show all 385 holders