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
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 |
| Miura Global Management, LLC | 5.14% | Add +5.6% | 19,000 | $4.5M |
| Danske Bank A/S | 0.01% | Add +211.9% | 18,345 | $4.3M |
| Channel Wealth LLC | 1.39% | Add +0.0% | 17,862 | $4.2M |
| Allianz Asset Management GmbH | 0.01% | Add +3.1% | 16,580 | $3.9M |
| UBS Group AG | 0.00% | Add +11.1% | 15,034 | $3.5M |
| Cerity Partners LLC | 0.01% | Add +1120.7% | 14,648 | $3.4M |
| Graham Capital Management, L.P. | 0.18% | Add +87.8% | 14,095 | $3.3M |
| Bessemer Group Inc. | 0.01% | Add +10199.2% | 13,183 | $3.1M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -5.0% | 13,089 | $3.1M |
| MetLife Investment Management, LLC | 0.02% | Add +6.8% | 12,917 | $3.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +4.7% | 12,651 | $3.0M |
| ClariVest Asset Management LLC | 0.30% | No change | 12,123 | $3.0M |
| Comerica Bank | 0.01% | Reduce -4.1% | 12,471 | $2.9M |
| Mutual of America Capital Management LLC | 0.03% | Add +3.5% | 12,434 | $2.9M |
| Advisors Capital Management, LLC | 0.05% | Add +6.7% | 12,067 | $2.8M |
| Cavalier Investments, LLC | 0.83% | Add +6.4% | 11,479 | $2.7M |
| Balyasny Asset Management L.P. | 0.01% | New | 11,360 | $2.7M |
| Amalgamated Bank | 0.02% | Add +2.7% | 11,236 | $2.6M |
| EFG Asset Management (North America) Corp. | 0.43% | Add +37.1% | 11,049 | $2.6M |
| Prescott Group Capital Management, L.L.C. | 0.38% | Add +37.5% | 11,000 | $2.6M |
| Inspire Advisors, LLC | 0.31% | New | 10,906 | $2.6M |
| Voya Investment Management LLC | 0.00% | Reduce -3.2% | 10,558 | $2.5M |
| Asset Management One Co., Ltd. | 0.01% | New | 10,498 | $2.5M |
| Teacher Retirement System of Texas | 0.01% | Add +54.2% | 10,323 | $2.4M |
| Treasurer of the State of North Carolina | 0.01% | Add +3.5% | 9,900 | $2.3M |
| Barclays PLC | 0.00% | Add +20.5% | 9,888 | $2.3M |
| Savant Capital, LLC | 0.02% | New | 9,742 | $2.3M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.02% | — | 9,647 | $2.3M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | No change | 9,647 | $2.3M |
| Janus Henderson Group PLC | 0.00% | Add +2.4% | 9,353 | $2.2M |
| Cwm, LLC | 0.01% | Add +5985.2% | 9,067 | $2.1M |
| Zacks Investment Management | 0.02% | Add +9.0% | 8,905 | $2.1M |
| Engineers Gate Manager LP | 0.04% | Add +58.8% | 8,900 | $2.1M |
| Public Employees Retirement System of Ohio | 0.01% | Add +5.3% | 8,824 | $2.1M |
| Simplex Trading, LLC | 0.07% | Add +374.1% | 8,614 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +5.1% | 8,475 | $2.0M |
| Yousif Capital Management, LLC | 0.02% | Reduce -5.0% | 8,329 | $2.0M |
| Millennium Management | 0.00% | Reduce -90.6% | 8,124 | $1.9M |
| Citigroup Inc. | 0.00% | Add +14.1% | 8,060 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -14.5% | 7,762 | $1.8M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -14.5% | 7,762 | $1.8M |
| LPL Financial LLC | 0.00% | Add +13.9% | 7,712 | $1.8M |
| Global Endowment Management, LP | 0.18% | No change | 7,683 | $1.8M |
| Martingale Asset Management L P | 0.04% | Reduce -36.9% | 7,581 | $1.8M |
| Schroder Investment Management Group | 0.00% | Reduce -52.8% | 7,497 | $1.8M |
| Wells Fargo & Company | 0.00% | Add +14.5% | 6,928 | $1.6M |
| Empowered Funds, LLC | 0.03% | Add +3.0% | 6,927 | $1.6M |
| Point72 Hong Kong Ltd | 0.11% | Add +24.8% | 6,774 | $1.6M |
| Bayesian Capital Management, LP | 0.18% | No change | 6,625 | $1.6M |
| Azzad Asset Management Inc. | 0.17% | Reduce -3.0% | 6,612 | $1.6M |
| Globeflex Capital L P | 0.15% | No change | 6,607 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -2.7% | 6,550 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -39.1% | 6,540 | $1.5M |
| State of Wisconsin Investment Board | 0.00% | Reduce -36.3% | 6,504 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,463 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Add +8.5% | 6,400 | $1.5M |
| Legato Capital Management LLC | 0.18% | Reduce -13.2% | 6,126 | $1.4M |
| Arizona State Retirement System | 0.01% | Add +5.6% | 6,107 | $1.4M |
| Evanson Asset Management, LLC | 0.10% | No change | 6,000 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.5% | 5,945 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -80.7% | 5,933 | $1.4M |
| Jackson Creek Investment Advisors LLC | 0.41% | Add +28.3% | 5,861 | $1.4M |
| Pinebridge Investments, L.P. | 0.01% | New | 5,657 | $1.3M |
| State of Michigan Retirement System | 0.01% | Add +7.8% | 5,500 | $1.3M |
| Ami Asset Management Corp. | 0.07% | Reduce -5.7% | 5,458 | $1.3M |
| New York State Teachers Retirement System | 0.00% | Add +36.0% | 5,456 | $1.3M |
| Rathbones Group PLC | 0.01% | Add +7.3% | 5,416 | $1.3M |
| Lombard Odier Asset Management (USA) Corp | 0.54% | New | 5,306 | $1.2M |
| DGS Capital Management, LLC | 0.33% | No change | 5,246 | $1.2M |
| Vident Advisory, LLC | 0.03% | Add +453.8% | 5,150 | $1.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +9.0% | 5,104 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +9.0% | 5,072 | $1.2M |
| Fox Run Management, L.L.C. | 0.27% | Add +193.2% | 5,064 | $1.2M |
| Quent Capital, LLC | 0.12% | No change | 5,018 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | No change | 5,000 | $1.2M |
| Raymond James & Associates | 0.00% | Add +19.7% | 4,878 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +40.3% | 4,847 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +14.5% | 4,746 | $1.1M |
| PAX Financial Group, LLC | 0.20% | New | 4,734 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +4.9% | 4,720 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +7.4% | 4,662 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -25.8% | 4,660 | $1.1M |
| PDT Partners, LLC | 0.10% | Reduce -0.6% | 4,606 | $1.1M |
| Xponance LLC | 0.01% | Reduce -7.3% | 4,427 | $1.0M |
| ExodusPoint Capital Management, LP | 0.01% | New | 4,426 | $1.0M |
| Gsa Capital Partners LLP | 0.08% | Reduce -64.8% | 4,420 | $1.0M |
| Handelsbanken Fonder AB | 0.00% | Add +22.2% | 4,400 | $1.0M |
| Captrust Financial Advisors | 0.00% | Add +183.3% | 4,374 | $1.0M |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -3.1% | 4,265 | $1.0M |
| Lecap Asset Management Ltd. | 0.22% | New | 4,259 | $1.0M |
| New Mexico Educational Retirement Board | 0.03% | No change | 4,200 | $989K |
| Hancock Whitney Corp. | 0.03% | Add +14.3% | 4,176 | $983K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -20.8% | 4,079 | $960K |
| American Century Companies Inc. | 0.00% | Add +11.0% | 4,032 | $949K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Reduce -76.3% | 3,987 | $939K |
| Oberndorf William E | 1.23% | No change | 3,939 | $927K |
| Inspire Investing, LLC | 0.09% | New | 3,913 | $921K |
| Ieq Capital, LLC | 0.01% | New | 3,776 | $889K |
| Harbor Capital Advisors, Inc. | 0.04% | Add +6.1% | 3,581 | $843K |
| Pacer Advisors, Inc. | 0.00% | Add +9.6% | 3,417 | $804K |
| Guggenheim Capital LLC | 0.01% | Reduce -31.5% | 3,347 | $788K |
| DC Investments Management, LLC | 0.55% | No change | 3,323 | $782K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 3,281 | $772K |
| Summit Global Investments | 0.05% | New | 3,225 | $759K |
| Inceptionr LLC | 0.18% | New | 3,183 | $749K |
| Headlands Technologies LLC | 0.09% | New | 3,163 | $745K |
| Commerce Bank | 0.00% | Reduce -2.6% | 3,150 | $742K |
| Main Management ETF Advisors, LLC | 0.03% | New | 3,104 | $731K |
| SpiderRock Advisors, LLC | 0.01% | No change | 2,980 | $701K |
| Gotham Asset Management | 0.01% | Reduce -75.1% | 2,979 | $701K |
| Pallas Capital Advisors LLC | 0.03% | New | 3,621 | $695K |
| Sanctuary Advisors, LLC | 0.00% | New | 2,833 | $687K |
| Curbstone Financial Management Corp | 0.14% | Add +10.9% | 2,840 | $669K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -82.6% | 2,836 | $668K |
| Aviva PLC | 0.00% | Add +4.1% | 2,796 | $658K |
| Oak Thistle LLC | 0.21% | New | 2,744 | $646K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -5.5% | 2,716 | $639K |
| AlphaQuest LLC | 0.06% | New | 2,685 | $632K |
| Townsquare Capital LLC | 0.01% | Add +1.6% | 2,680 | $631K |
| State of Alaska, Department of Revenue | 0.01% | Add +16.1% | 2,670 | $628K |
| TD Asset Management Inc | 0.00% | Reduce -67.5% | 2,600 | $610K |
| Independent Advisor Alliance | 0.02% | Reduce -5.5% | 2,554 | $601K |
| Truist Financial Corp. | 0.00% | Add +3.0% | 2,540 | $598K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.7% | 2,513 | $592K |
| Jane Street Group, LLC | 0.00% | Reduce -97.2% | 2,486 | $585K |
| Calamos Advisors LLC | 0.00% | Reduce -13.6% | 2,463 | $580K |
| XTX Topco Ltd | 0.04% | Reduce -25.8% | 2,450 | $577K |
| Moody Aldrich Partners LLC | 0.10% | Reduce -87.8% | 2,426 | $571K |
| Assetmark, Inc. | 0.00% | Add +649.5% | 2,391 | $563K |
| State of Wyoming | 0.08% | Reduce -23.3% | 2,365 | $557K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,354 | $554K |
| Osaic Holdings, Inc. | 0.00% | Reduce -49.4% | 2,334 | $550K |
| Focus Partners Wealth | 0.00% | New | 2,323 | $547K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -10.2% | 2,254 | $531K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +27.3% | 2,239 | $527K |
| Two Sigma Advisers, LP | 0.00% | Reduce -33.3% | 2,200 | $518K |
| Prelude Capital Management, LLC | 0.04% | Reduce -25.6% | 2,191 | $516K |
| Verdence Capital Advisors LLC | 0.04% | Add +17.6% | 2,142 | $504K |
| Olympiad Research LP | 0.31% | Reduce -27.4% | 2,030 | $478K |
| Two Sigma Securities, LLC | 0.04% | New | 1,988 | $468K |
| Mariner, LLC | 0.00% | Reduce -7.4% | 1,933 | $455K |
| LVZ, Inc. | 0.06% | Add +3.7% | 1,869 | $440K |
| Stifel Financial Corp. | 0.00% | Add +45.0% | 1,853 | $436K |
| South Dakota Investment Council | 0.01% | No change | 1,800 | $424K |
| Securian Asset Management, Inc. | 0.01% | Add +6.5% | 1,789 | $421K |
| Dynamic Technology Lab Private Ltd | 0.04% | New | 1,780 | $419K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +33.7% | 1,770 | $416K |
| Penserra Capital Management LLC | 0.01% | Reduce -55.1% | 1,762 | $414K |
| WINTON GROUP Ltd | 0.03% | Reduce -54.8% | 1,734 | $408K |
| Woodline Partners LP | 0.00% | New | 1,704 | $401K |
| PEAK6 Investments LLC | 0.02% | Reduce -51.8% | 1,697 | $399K |
| Boothbay Fund Management, LLC | 0.01% | New | 1,684 | $396K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +34.7% | 1,637 | $385K |
| Seaport Global Advisors, LLC | 1.21% | No change | 1,630 | $384K |
| Entropy Technologies, LP | 0.04% | New | 1,630 | $384K |
| HMS Capital Management, LLC | 0.18% | No change | 1,590 | $374K |
| Aigen Investment Management, LP | 0.07% | Reduce -29.1% | 1,534 | $361K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,523 | $355K |
| SG Americas Securities, LLC | 0.00% | Reduce -62.2% | 1,471 | $346K |
| Tidal Investments LLC | 0.00% | Add +2.9% | 1,425 | $335K |
| Lewis Asset Management, LLC | 0.23% | Add +10.2% | 1,328 | $313K |
| nVerses Capital, LLC | 0.14% | Reduce -13.3% | 1,300 | $306K |
| Burns Matteson Capital Management, LLC | 0.17% | New | 1,296 | $305K |
| Sherbrooke Park Advisers LLC | 0.07% | New | 1,282 | $302K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 1,266 | $298K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -26.7% | 1,256 | $296K |
| City Center Advisors, LLC | 0.33% | New | 1,249 | $294K |
| Cornercap Investment Counsel Inc. | 0.09% | Reduce -56.8% | 1,223 | $288K |
| Cresset Asset Management, LLC | 0.00% | Add +27.5% | 1,218 | $287K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | No change | 1,216 | $286K |
| Cetera Investment Advisers | 0.00% | Reduce -34.3% | 1,210 | $285K |
| Utah Retirement Systems | 0.00% | No change | 1,200 | $282K |
| Deutsche Bank AG | 0.00% | Reduce -4.9% | 1,200 | $282K |
| Sax Wealth Advisors, LLC | 0.03% | Add +15.8% | 1,199 | $282K |
| Daiwa Securities Group Inc. | 0.00% | New | 1,200 | $282K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -7.9% | 1,439 | $281K |
| Mutual Advisors, LLC | 0.01% | Reduce -13.7% | 1,448 | $278K |
| First Bank & Trust | 0.05% | Reduce -1.4% | 1,173 | $276K |
| Verition Fund Management LLC | 0.00% | Reduce -83.0% | 1,158 | $273K |
| ClearAlpha Technologies LP | 0.11% | New | 1,140 | $268K |
| Blueshift Asset Management, LLC | 0.06% | New | 1,102 | $259K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 1,102 | $259K |
| First Foundation Advisors | 0.01% | No change | 1,098 | $258K |
| Claro Advisors Inc. | 0.03% | New | 1,069 | $252K |
| Linden Thomas Advisory Services, LLC | 0.03% | Add +26.6% | 1,065 | $251K |
| Centiva Capital, LP | 0.01% | Reduce -49.0% | 1,047 | $246K |
| ProShare Advisors LLC | 0.00% | Reduce -71.2% | 1,045 | $246K |
| Cullinan Associates Inc. | 0.01% | No change | 1,200 | $240K |
| Credit Agricole S A | 0.00% | New | 1,013 | $238K |
| SteelPeak Wealth, LLC | 0.01% | Add +0.6% | 1,006 | $237K |
| Navellier & Associates Inc. | 0.03% | No change | 1,000 | $235K |
| Prio Wealth Limited Partnership | 0.01% | No change | 1,000 | $235K |
| Davis R M Inc. | 0.00% | No change | 1,000 | $235K |
| Creative Planning | 0.00% | Reduce -53.7% | 991 | $233K |
| Pathstone Holdings, LLC | 0.00% | New | 982 | $231K |
| Arlington Financial Advisors, LLC | 0.05% | Reduce -72.4% | 952 | $224K |
| Magnetar Financial LLC | 0.01% | New | 944 | $222K |
| Atria Investments, Inc | 0.00% | Reduce -2.3% | 922 | $217K |
| MML Investors Services, LLC | 0.00% | Reduce -12.1% | 919 | $216K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.7% | 926 | $213K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -98.3% | 904 | $213K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 903 | $213K |
| Kensington Investment Counsel, LLC | 0.09% | No change | 900 | $212K |
| Quarry LP | 0.07% | Add +270.2% | 881 | $207K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.5% | 889 | $206K |
| Corton Capital Inc. | 0.10% | Reduce -44.4% | 864 | $203K |
| Axxcess Wealth Management, LLC | 0.01% | Add +2.7% | 863 | $203K |
| Shelton Capital Management | 0.01% | No change | 853 | $201K |
| Private Advisor Group, LLC | 0.00% | Reduce -52.6% | 853 | $201K |
| Quadrant Capital Group LLC | 0.01% | No change | 801 | $189K |
| Covestor Ltd | 0.12% | Add +62.4% | 799 | $188K |
| Northwest & Ethical Investments L.P. | 0.00% | Add +16.0% | 725 | $171K |
| Earned Wealth Advisors, LLC | 0.05% | New | 662 | $156K |
| RiverPark Advisors, LLC | 0.12% | Reduce -27.3% | 630 | $148K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -94.0% | 626 | $147K |
| KBC Group NV | 0.00% | Add +22.1% | 618 | $145K |
| Amundi | 0.00% | New | 627 | $142K |
| Exchange Traded Concepts, LLC | 0.00% | Add +59.3% | 602 | $142K |
| Parallel Advisors, LLC | 0.00% | Add +0.5% | 596 | $140K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -20.1% | 551 | $130K |
| Smartleaf Asset Management LLC | 0.02% | Add +2154.2% | 541 | $127K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -94.4% | 483 | $114K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 467 | $110K |
| Sterling Capital Management LLC | 0.00% | — | 412 | $97K |
| Advisors Asset Management, Inc. | 0.00% | Add +56.6% | 390 | $92K |
| True Wealth Design, LLC | 0.03% | New | 336 | $79K |
| C M Bidwell & Associates Ltd. | 0.05% | Reduce -7.1% | 315 | $74K |
| First Horizon Advisors, Inc. | 0.00% | No change | 278 | $65K |
| US Bancorp \de | 0.00% | Reduce -84.3% | 237 | $56K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.2% | 222 | $52K |
| Signaturefd, LLC | 0.00% | Add +5.8% | 199 | $47K |
| Mizuho Bank, Ltd. | 0.01% | New | 190 | $45K |
| Huntington National Bank | 0.00% | Add +0.6% | 164 | $39K |
| GAMMA Investing LLC | 0.00% | Add +19.9% | 157 | $37K |
| Jones Financial Companies LLLP | 0.00% | Add +1440.0% | 154 | $36K |
| Allworth Financial LP | 0.00% | No change | 134 | $32K |
| Blue Trust, Inc. | 0.00% | Add +85.7% | 117 | $29K |
| Fifth Third Bancorp | 0.00% | Add +22.6% | 103 | $24K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +12.2% | 101 | $24K |
| Farther Finance Advisors, LLC | 0.00% | New | 87 | $20K |
| Plato Investment Management Ltd | 0.00% | No change | 86 | $20K |
| Asset Dedication, LLC | 0.00% | Add +236.0% | 84 | $20K |
| Lindbrook Capital, LLC | 0.00% | Reduce -13.8% | 75 | $18K |
| CoreCap Advisors, LLC | 0.00% | New | 63 | $15K |
| Global Retirement Partners, LLC | 0.00% | Reduce -32.6% | 60 | $14K |
| Principal Securities, Inc. | 0.00% | No change | 60 | $14K |
| UMB Bank, n.a. | 0.00% | Add +338.5% | 57 | $13K |
| Private Trust Co. NA | 0.00% | Reduce -37.9% | 54 | $13K |
| Rise Advisors, LLC | 0.01% | No change | 48 | $11K |
| International Assets Investment Management, LLC | 0.00% | New | 47 | $11K |
| Johnson Financial Group, Inc. | 0.00% | New | 43 | $10K |
| Park Place Capital Corp | 0.00% | No change | 41 | $10K |
| Rakuten Securities, Inc. | 0.00% | Add +100.0% | 40 | $9K |
| CI Investments Inc. | 0.00% | Add +14.3% | 40 | $9K |
| Bell Investment Advisors, Inc | 0.00% | No change | 38 | $9K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 36 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +20.8% | 29 | $7K |
| MCF Advisors LLC | 0.00% | Reduce -29.7% | 26 | $6K |
| Clearstead Advisors, LLC | 0.00% | No change | 25 | $6K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 24 | $6K |
| Avior Wealth Management, LLC | 0.00% | No change | 20 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +25.0% | 20 | $5K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 16 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 15 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 15 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -22.2% | 14 | $3K |
| Wolff Wiese Magana LLC | 0.00% | New | 12 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -58.3% | 10 | $2K |
| Manchester Capital Management LLC | 0.00% | No change | 10 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 9 | $2K |
| Continuum Advisory, LLC | 0.00% | Add +12.5% | 9 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 8 | $2K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -86.2% | 8 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 8 | $2K |
| Versant Capital Management, Inc | 0.00% | Add +50.0% | 6 | $1K |
| TD Private Client Wealth LLC | 0.00% | No change | 5 | $1K |
| Abound Wealth Management | 0.00% | No change | 4 | $942 |
| Arax Advisory Partners | 0.00% | Reduce -50.0% | 4 | $942 |
| Aster Capital Management (DIFC) Ltd | 0.00% | — | 2 | $471 |
| JFS Wealth Advisors, LLC | 0.00% | New | 2 | $471 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2 | $471 |
| Parkside Financial Bank & Trust | 0.00% | New | 1 | $236 |
| SJS Investment Consulting Inc. | 0.00% | New | 1 | $236 |
| Rothschild Investment LLC | 0.00% | Reduce -75.0% | 1 | $235 |
| Hemington Wealth Management | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is APPF's weight in each manager's 13F, not the share of Appfolio Inc. Class A the manager owns.