Appfolio Inc. Class AAPPF
13F holders, Q4 2024 (December 31)388holders +3
47new positions
53sold out
7famous investors
$246.73avg. 13F price*
At the end of Q4 2024, 388 institutions reported holding Appfolio Inc. Class A (APPF) in their 13F filings, up 3 from Q3 2024. 47 opened new positions and 53 sold out. The largest holders were Vanguard Group Inc. ($615.7M), BlackRock, Inc. ($594.3M) and Ashe Capital Management, LP ($268.9M). 7 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).
- Company
- Appfolio Inc. Class A
- CUSIP
- 03783C100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $198.4M |
| Exits | 53 | $290.1M |
All 13F filers, Q3 2024 → Q4 2024: 2,801,124 shares bought and 2,960,141 shares sold, net −159,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 388 holders
| Vanguard Group Inc. | 0.01% | Add +3.8% | 2,495,527 | $615.7M |
| BlackRock, Inc. | 0.01% | Add +8.3% | 2,408,899 | $594.3M |
| Ashe Capital Management, LP | 22.12% | Reduce -22.0% | 1,089,919 | $268.9M |
| State Street Corp. | 0.01% | Add +6.7% | 696,891 | $171.9M |
| Brown Capital Management LLC | 3.90% | Reduce -15.2% | 682,033 | $168.3M |
| AQR Capital Management | 0.21% | Add +43.2% | 655,625 | $161.8M |
| FMR LLC | 0.01% | Add +881.2% | 597,485 | $147.4M |
| Gilder Gagnon Howe & Co. LLC | 1.52% | Add +4.7% | 572,917 | $141.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.24% | New | 419,518 | $103.5M |
| Geode Capital Management, LLC | 0.01% | Add +0.8% | 416,508 | $102.8M |
| DF Dent & Co. Inc. | 1.29% | Add +17.7% | 413,968 | $102.1M |
| Nellore Capital Management LLC | 11.99% | Add +18.6% | 371,934 | $91.8M |
| Invesco Ltd. | 0.02% | Reduce -16.4% | 340,597 | $84.0M |
| Macquarie Group Ltd. | 0.10% | Add +4.7% | 320,372 | $79.0M |
| Norges Bank | 0.01% | Reduce -0.6% | 275,768 | $68.0M |
| Renaissance Technologies | 0.09% | Add +7.8% | 249,900 | $61.7M |
| Morgan Stanley | 0.00% | Add +9.3% | 249,685 | $61.6M |
| Franklin Resources Inc. | 0.02% | Add +8.8% | 248,850 | $61.4M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +227.8% | 233,892 | $57.7M |
| Bank of New York Mellon Corp | 0.01% | Add +2.6% | 207,136 | $51.1M |
| Northern Trust Corp. | 0.01% | Add +17.4% | 192,287 | $47.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +45.6% | 189,405 | $46.7M |
| GW&K Investment Management, LLC | 0.40% | Reduce -28.1% | 188,631 | $46.5M |
| Fuller & Thaler Asset Management, Inc. | 0.17% | Add +8.8% | 185,132 | $45.7M |
| New York State Common Retirement Fund | 0.06% | Reduce -3.2% | 182,841 | $45.1M |
| Principal Financial Group Inc. | 0.02% | Add +2.1% | 181,649 | $44.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -5.6% | 166,842 | $41.2M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -11.2% | 141,640 | $34.9M |
| Zeno Equity Partners LLP | 9.60% | Reduce -26.9% | 129,256 | $31.9M |
| First Trust Advisors LP | 0.03% | Reduce -31.3% | 128,445 | $31.7M |
| Raymond James Financial Inc. | 0.01% | — | 122,385 | $30.2M |
| Ranger Investment Management, L.P. | 1.90% | Reduce -2.2% | 121,683 | $30.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +0.4% | 118,219 | $29.2M |
| Squarepoint Ops LLC | 0.08% | Reduce -31.3% | 118,199 | $29.2M |
| Los Angeles Capital Management LLC | 0.11% | Add +8.9% | 114,462 | $28.2M |
| Greenstone Partners & Co., LLC | 6.55% | No change | 113,067 | $27.9M |
| Qube Research & Technologies Ltd | 0.04% | Add +57.7% | 111,070 | $27.4M |
| Wellington Management Group LLP | 0.00% | Reduce -6.5% | 90,838 | $22.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -49.8% | 80,909 | $20.0M |
| Westwind Capital | 4.18% | Add +0.5% | 77,583 | $19.1M |
| Bridgewater Associates | 0.09% | Add +2.9% | 77,301 | $19.1M |
| Victory Capital Management Inc. | 0.02% | Reduce -18.3% | 76,857 | $19.0M |
| Janus Henderson Group PLC | 0.01% | Add +710.3% | 75,791 | $18.7M |
| Citadel Advisors | 0.02% | New | 68,329 | $16.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -59.9% | 66,735 | $16.5M |
| Long Walk Management LP | 5.79% | Add +29.1% | 65,500 | $16.2M |
| Rhumbline Advisers | 0.01% | Reduce -0.3% | 63,792 | $15.7M |
| Man Group plc | 0.05% | Add +38.2% | 63,729 | $15.7M |
| Deepwater Asset Management, LLC | 5.05% | New | 62,756 | $15.5M |
| Crosslink Capital Inc. | 2.11% | New | 61,534 | $15.2M |
| Mission Wealth Management, LP | 0.36% | Reduce -1.4% | 60,839 | $15.0M |
| Jennison Associates LLC | 0.01% | Reduce -32.2% | 60,586 | $14.9M |
| Jupiter Asset Management Ltd. | 0.14% | Reduce -22.1% | 59,100 | $14.6M |
| Atika Capital Management LLC | 1.83% | Reduce -2.9% | 57,300 | $14.1M |
| Blair William & Co. | 0.04% | Reduce -3.1% | 56,693 | $14.0M |
| EULAV Asset Management | 0.33% | No change | 55,449 | $13.7M |
| Algert Global LLC | 0.31% | Add +126.1% | 54,209 | $13.4M |
| Canada Pension Plan Investment Board | 0.01% | Add +24.4% | 53,000 | $13.1M |
| Bank of America Corp. | 0.00% | Reduce -41.4% | 52,707 | $13.0M |
| AXA S.A. | 0.04% | Add +40.5% | 52,666 | $13.0M |
| Assenagon Asset Management S.A. | 0.02% | Add +13.0% | 52,007 | $12.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.1% | 50,712 | $12.5M |
| Sei Investments Co. | 0.01% | Add +9.4% | 45,826 | $11.3M |
| Nicholas Investment Partners, LP | 1.07% | Reduce -13.2% | 44,330 | $10.9M |
| Swiss National Bank | 0.01% | Add +3.6% | 43,000 | $10.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -4.1% | 42,558 | $10.5M |
| D. E. Shaw & Co. | 0.01% | Reduce -6.7% | 39,145 | $9.7M |
| Ieq Capital, LLC | 0.09% | Add +905.3% | 37,960 | $9.4M |
| Royal Bank of Canada | 0.00% | Reduce -50.2% | 37,085 | $9.2M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -10.2% | 35,504 | $8.8M |
| Legal & General Group Plc | 0.00% | Add +1.4% | 34,745 | $8.6M |
| Martingale Asset Management L P | 0.21% | Add +353.0% | 34,344 | $8.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +2.3% | 33,901 | $8.4M |
| Alliancebernstein L.P. | 0.00% | Add +11.4% | 30,749 | $7.6M |
| Lazard Asset Management LLC | 0.01% | Add +17.5% | 28,561 | $7.0M |
| Caisse de depot et placement du Quebec | 0.01% | New | 28,151 | $6.9M |
| Retirement Systems of Alabama | 0.03% | Add +0.4% | 28,064 | $6.9M |
| Corebridge Financial, Inc. | 0.04% | Reduce -4.0% | 26,374 | $6.5M |
| UBS Group AG | 0.00% | Add +69.6% | 25,494 | $6.3M |
| Unisphere Establishment | 0.05% | New | 25,300 | $6.2M |
| Natixis Advisors, LLC | 0.01% | Add +11.3% | 24,598 | $6.1M |
| Hillsdale Investment Management Inc. | 0.30% | Reduce -4.0% | 24,218 | $6.0M |
| Ensign Peak Advisors, Inc | 0.01% | Add +6.9% | 22,798 | $5.6M |
| Jump Financial, LLC | 0.12% | New | 22,610 | $5.6M |
| Baker Avenue Asset Management, LP | 0.17% | Add +4.5% | 22,440 | $5.5M |
| TFJ Management, LLC | 4.95% | — | 22,273 | $5.5M |
| Zevenbergen Capital Investments LLC | 0.11% | Reduce -2.3% | 20,950 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -28.8% | 20,921 | $5.2M |
| Teacher Retirement System of Texas | 0.02% | Add +99.1% | 20,553 | $5.1M |
| California State Teachers Retirement System | 0.01% | Add +1.6% | 20,513 | $5.1M |
| Federated Hermes, Inc. | 0.01% | Reduce -54.1% | 20,091 | $5.0M |
| Picton Mahoney Asset Management | 0.18% | Reduce -34.3% | 19,709 | $4.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.5% | 18,835 | $4.6M |
| Barclays PLC | 0.00% | Add +82.9% | 18,084 | $4.5M |
| Channel Wealth LLC | 1.43% | Reduce -0.1% | 17,837 | $4.4M |
| Amundi | 0.00% | Add +2640.2% | 17,181 | $4.4M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +30.9% | 16,561 | $4.1M |
| Edgestream Partners, L.P. | 0.17% | New | 16,496 | $4.1M |
| Allianz Asset Management GmbH | 0.01% | Reduce -0.7% | 16,471 | $4.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -45.6% | 15,807 | $3.9M |
"% of holder's portfolio" is APPF's weight in each manager's 13F, not the share of Appfolio Inc. Class A the manager owns.