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 |
| Intech Investment Management LLC | 0.04% | New | 15,629 | $3.9M |
| Fred Alger Management, LLC | 0.02% | Reduce -91.6% | 15,535 | $3.8M |
| Campbell & CO Investment Adviser LLC | 0.29% | New | 15,028 | $3.7M |
| Sellaronda Global Management LP | 3.76% | — | 15,000 | $3.7M |
| Cerity Partners LLC | 0.01% | Add +1.7% | 14,898 | $3.7M |
| Creative Planning | 0.00% | Add +1379.3% | 14,660 | $3.6M |
| Cwm, LLC | 0.01% | Add +56.3% | 14,173 | $3.5M |
| MetLife Investment Management, LLC | 0.02% | Add +8.4% | 14,001 | $3.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -44.9% | 13,583 | $3.4M |
| Jane Street Group, LLC | 0.01% | Add +439.6% | 13,414 | $3.3M |
| Bessemer Group Inc. | 0.01% | Add +0.2% | 13,209 | $3.3M |
| Robeco Institutional Asset Management B.V. | 0.01% | No change | 13,089 | $3.2M |
| Verition Fund Management LLC | 0.02% | Add +1001.5% | 12,756 | $3.1M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -1.9% | 12,191 | $3.0M |
| Comerica Bank | 0.01% | Reduce -3.1% | 12,090 | $3.0M |
| Advisors Capital Management, LLC | 0.05% | Add +0.1% | 12,074 | $3.0M |
| Aquatic Capital Management LLC | 0.08% | New | 11,833 | $2.9M |
| Graham Capital Management, L.P. | 0.14% | Reduce -18.8% | 11,452 | $2.8M |
| Amalgamated Bank | 0.02% | Add +0.2% | 11,260 | $2.8M |
| Fieldview Capital Management, LLC | 0.43% | — | 11,243 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +69.5% | 10,955 | $2.7M |
| EFG Asset Management (North America) Corp. | 0.36% | Reduce -2.1% | 10,816 | $2.7M |
| Inspire Advisors, LLC | 0.33% | Reduce -1.0% | 10,796 | $2.7M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -6.4% | 10,628 | $2.6M |
| Burney Co./ | 0.09% | Reduce -73.2% | 10,255 | $2.5M |
| Voya Investment Management LLC | 0.00% | Reduce -4.7% | 10,063 | $2.5M |
| Miura Global Management, LLC | 2.69% | Reduce -47.4% | 10,000 | $2.5M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.6% | 9,960 | $2.5M |
| Prudential Financial Inc. | 0.00% | Reduce -71.9% | 9,610 | $2.4M |
| State of Wisconsin Investment Board | 0.01% | Add +45.3% | 9,450 | $2.3M |
| Citigroup Inc. | 0.00% | Add +14.0% | 9,191 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +8.4% | 9,185 | $2.3M |
| Bosman Wealth Management, LLC | 2.16% | — | 9,118 | $2.2M |
| State of Tennessee, Department of Treasury | 0.01% | Add +78.5% | 8,923 | $2.2M |
| T. Rowe Price Investment Management, Inc. | 0.00% | Reduce -89.9% | 8,672 | $2.1M |
| Azzad Asset Management Inc. | 0.41% | Add +30.9% | 8,656 | $2.1M |
| Zacks Investment Management | 0.02% | Reduce -3.3% | 8,608 | $2.1M |
| Savant Capital, LLC | 0.02% | Reduce -11.7% | 8,601 | $2.1M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -6.1% | 8,287 | $2.0M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | — | 8,240 | $2.0M |
| Yousif Capital Management, LLC | 0.02% | Reduce -3.1% | 8,073 | $2.0M |
| Pinebridge Investments, L.P. | 0.01% | Add +42.7% | 8,072 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -2.1% | 7,596 | $1.9M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -2.1% | 7,596 | $1.9M |
| Danske Bank A/S | 0.01% | Reduce -59.0% | 7,514 | $1.9M |
| SG Americas Securities, LLC | 0.01% | Add +385.7% | 7,145 | $1.8M |
| Daiwa Securities Group Inc. | 0.01% | Add +485.2% | 7,022 | $1.7M |
| Vident Advisory, LLC | 0.03% | Add +32.9% | 6,846 | $1.7M |
| Wells Fargo & Company | 0.00% | Reduce -2.5% | 6,753 | $1.7M |
| Quadrature Capital Ltd | 0.03% | New | 6,740 | $1.7M |
| Globeflex Capital L P | 0.14% | Reduce -0.1% | 6,599 | $1.6M |
| Global Endowment Management, LP | 0.21% | Reduce -14.8% | 6,549 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | No change | 6,400 | $1.6M |
| Engineers Gate Manager LP | 0.03% | Reduce -28.4% | 6,369 | $1.6M |
| Arizona State Retirement System | 0.01% | Add +3.7% | 6,334 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -5.3% | 6,200 | $1.5M |
| Rathbones Group PLC | 0.01% | Add +14.2% | 6,187 | $1.5M |
| Evanson Asset Management, LLC | 0.10% | No change | 6,000 | $1.5M |
| KLP Kapitalforvaltning As | 0.01% | — | 5,900 | $1.5M |
| Entropy Technologies, LP | 0.15% | Add +257.7% | 5,830 | $1.4M |
| Jackson Creek Investment Advisors LLC | 0.42% | Reduce -2.9% | 5,689 | $1.4M |
| Bryce Point Capital, LLC | 0.40% | — | 5,640 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +27.5% | 5,577 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.5% | 5,550 | $1.4M |
| State of Michigan Retirement System | 0.01% | No change | 5,500 | $1.4M |
| Legato Capital Management LLC | 0.18% | Reduce -10.9% | 5,458 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -17.0% | 5,431 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +16.5% | 5,427 | $1.3M |
| Handelsbanken Fonder AB | 0.01% | Add +22.7% | 5,400 | $1.3M |
| Millennium Management | 0.00% | Reduce -34.2% | 5,346 | $1.3M |
| Ami Asset Management Corp. | 0.07% | Reduce -3.4% | 5,271 | $1.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.5% | 5,130 | $1.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.5% | 5,097 | $1.3M |
| New Age Alpha Advisors, LLC | 0.05% | New | 5,062 | $1.2M |
| New York State Teachers Retirement System | 0.00% | Reduce -11.1% | 4,851 | $1.2M |
| American Century Companies Inc. | 0.00% | Add +16.4% | 4,693 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 4,662 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -2.1% | 4,623 | $1.1M |
| PDT Partners, LLC | 0.10% | Reduce -0.0% | 4,604 | $1.1M |
| Xponance LLC | 0.01% | Add +3.7% | 4,589 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -3.6% | 4,576 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -42.3% | 4,447 | $1.1M |
| PAX Financial Group, LLC | 0.20% | Reduce -6.1% | 4,445 | $1.1M |
| Pallas Capital Advisors LLC | 0.04% | Add +17.7% | 4,263 | $1.1M |
| Harbor Capital Advisors, Inc. | 0.05% | Add +18.0% | 4,227 | $1.0M |
| Hancock Whitney Corp. | 0.03% | Add +1.1% | 4,221 | $1.0M |
| New Mexico Educational Retirement Board | 0.03% | No change | 4,200 | $1.0M |
| Lecap Asset Management Ltd. | 0.28% | Reduce -3.3% | 4,119 | $1.0M |
| DGS Capital Management, LLC | 0.25% | Reduce -24.3% | 3,972 | $980K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -7.3% | 3,956 | $976K |
| Oberndorf William E | 1.62% | No change | 3,939 | $972K |
| ING Groep NV | 0.01% | New | 3,900 | $962K |
| Gotham Asset Management | 0.01% | Add +27.7% | 3,803 | $938K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -8.2% | 3,745 | $924K |
| National Philanthropic Trust | 0.01% | New | 3,700 | $913K |
| Bank of Montreal | 0.00% | Reduce -81.8% | 3,680 | $908K |
| Focus Partners Wealth | 0.00% | Add +54.9% | 3,599 | $888K |
| BNP Paribas Financial Markets | 0.00% | Reduce -39.4% | 3,597 | $887K |
| South Dakota Investment Council | 0.02% | Add +94.4% | 3,500 | $864K |
| Pacer Advisors, Inc. | 0.00% | Reduce -2.4% | 3,334 | $823K |
| DC Investments Management, LLC | 0.53% | No change | 3,323 | $820K |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +16.7% | 3,310 | $817K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 3,281 | $809K |
| Pictet Asset Management Holding SA | 0.00% | Add +15.3% | 3,133 | $773K |
| Nomura Holdings Inc. | 0.00% | New | 3,062 | $755K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Reduce -23.4% | 3,052 | $753K |
| Sanctuary Advisors, LLC | 0.00% | Add +4.4% | 2,958 | $750K |
| Loomis Sayles & Co. L P | 0.00% | New | 2,936 | $724K |
| Inspire Investing, LLC | 0.08% | Reduce -25.4% | 2,917 | $720K |
| State of Wyoming | 0.09% | Add +22.6% | 2,899 | $715K |
| Verdence Capital Advisors LLC | 0.06% | Add +34.6% | 2,883 | $711K |
| Main Management ETF Advisors, LLC | 0.03% | Reduce -8.3% | 2,848 | $703K |
| Curbstone Financial Management Corp | 0.15% | No change | 2,840 | $701K |
| Sherbrooke Park Advisers LLC | 0.22% | Add +119.3% | 2,812 | $694K |
| Schroder Investment Management Group | 0.00% | Reduce -63.7% | 2,722 | $673K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.3% | 2,635 | $650K |
| Independent Advisor Alliance | 0.01% | Add +2.1% | 2,607 | $643K |
| Assetmark, Inc. | 0.00% | Add +7.5% | 2,570 | $634K |
| Townsquare Capital LLC | 0.01% | Reduce -4.4% | 2,563 | $632K |
| Truist Financial Corp. | 0.00% | Reduce -1.5% | 2,501 | $617K |
| Aviva PLC | 0.00% | Reduce -12.4% | 2,450 | $604K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +404.1% | 2,435 | $601K |
| Fortis Capital Advisors, LLC | 0.20% | New | 2,574 | $597K |
| Belpointe Asset Management LLC | 0.04% | New | 2,574 | $597K |
| Moody Aldrich Partners LLC | 0.11% | Reduce -0.5% | 2,415 | $596K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,354 | $581K |
| Natixis | 0.00% | New | 2,317 | $572K |
| Deutsche Bank AG | 0.00% | Add +90.6% | 2,287 | $564K |
| Merit Financial Group, LLC | 0.01% | New | 2,268 | $560K |
| HSBC Holdings PLC | 0.00% | New | 2,241 | $557K |
| LVZ, Inc. | 0.07% | Add +20.5% | 2,252 | $556K |
| Inceptionr LLC | 0.12% | Reduce -29.6% | 2,240 | $553K |
| Mercer Global Advisors Inc. | 0.00% | Add +151.7% | 2,238 | $552K |
| Guggenheim Capital LLC | 0.00% | Reduce -33.2% | 2,235 | $551K |
| Penserra Capital Management LLC | 0.01% | Add +26.3% | 2,226 | $549K |
| Dark Forest Capital Management LP | 0.08% | New | 2,224 | $549K |
| Baird Financial Group, Inc. | 0.00% | Reduce -98.6% | 2,202 | $543K |
| Two Sigma Advisers, LP | 0.00% | No change | 2,200 | $543K |
| Holocene Advisors, LP | 0.00% | New | 2,158 | $532K |
| Mariner, LLC | 0.00% | Add +9.0% | 2,107 | $520K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -7.5% | 2,071 | $511K |
| Commerce Bank | 0.00% | Reduce -34.4% | 2,066 | $510K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -11.2% | 2,002 | $494K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +54.0% | 1,950 | $481K |
| Oak Thistle LLC | 0.14% | Reduce -31.4% | 1,882 | $464K |
| Securian Asset Management, Inc. | 0.01% | No change | 1,789 | $441K |
| XTX Topco Ltd | 0.04% | Reduce -29.4% | 1,730 | $427K |
| AlphaQuest LLC | 0.06% | Reduce -36.1% | 1,716 | $423K |
| Woodline Partners LP | 0.00% | No change | 1,704 | $420K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -4.9% | 1,684 | $416K |
| Olympiad Research LP | 0.43% | Reduce -17.0% | 1,684 | $415K |
| Summit Global Investments | 0.02% | Reduce -50.0% | 1,612 | $398K |
| HMS Capital Management, LLC | 0.19% | No change | 1,590 | $392K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -39.2% | 1,529 | $377K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,523 | $376K |
| Prelude Capital Management, LLC | 0.03% | Reduce -30.6% | 1,521 | $375K |
| Tidal Investments LLC | 0.00% | Add +4.7% | 1,492 | $368K |
| HighTower Advisors, LLC | 0.00% | Add +60.4% | 1,485 | $366K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 1,449 | $366K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.7% | 1,413 | $349K |
| Dakota Wealth Management | 0.01% | New | 1,374 | $339K |
| City Center Advisors, LLC | 0.38% | Add +9.8% | 1,372 | $339K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -4.7% | 1,371 | $334K |
| Burns Matteson Capital Management, LLC | 0.18% | Add +2.7% | 1,331 | $328K |
| Linden Thomas Advisory Services, LLC | 0.04% | Add +21.4% | 1,293 | $319K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,256 | $310K |
| Cornercap Investment Counsel Inc. | 0.10% | No change | 1,223 | $302K |
| Cullinan Associates Inc. | 0.02% | No change | 1,200 | $296K |
| Crestline Management, L.P. | 0.01% | New | 1,200 | $296K |
| Utah Retirement Systems | 0.00% | No change | 1,200 | $296K |
| SYM FINANCIAL Corp | 0.04% | New | 1,182 | $292K |
| First Bank & Trust | 0.06% | No change | 1,173 | $289K |
| Osaic Holdings, Inc. | 0.00% | Reduce -50.4% | 1,158 | $286K |
| Neuberger Berman Group LLC | 0.00% | New | 1,126 | $278K |
| ProShare Advisors LLC | 0.00% | Add +7.8% | 1,126 | $278K |
| Lewis Asset Management, LLC | 0.21% | Reduce -15.7% | 1,119 | $276K |
| Covestor Ltd | 0.17% | Add +39.9% | 1,118 | $276K |
| First Foundation Advisors | 0.01% | No change | 1,098 | $271K |
| Bayforest Capital Ltd | 0.33% | — | 1,081 | $267K |
| Stifel Financial Corp. | 0.00% | Reduce -42.5% | 1,066 | $263K |
| Atria Investments, Inc | 0.00% | Add +14.5% | 1,056 | $261K |
| Chicago Partners Investment Group LLC | 0.01% | New | 1,012 | $257K |
| Earned Wealth Advisors, LLC | 0.08% | Add +56.6% | 1,037 | $256K |
| Atom Investors LP | 0.03% | New | 1,036 | $256K |
| Polymer Capital Management (US) LLC | 0.08% | — | 1,026 | $253K |
| KBC Group NV | 0.00% | Add +65.5% | 1,023 | $252K |
| SteelPeak Wealth, LLC | 0.01% | No change | 1,006 | $248K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -16.4% | 1,002 | $247K |
| Navellier & Associates Inc. | 0.03% | No change | 1,000 | $247K |
| Davis R M Inc. | 0.00% | No change | 1,000 | $247K |
| Poinciana Advisors Group, LLC | 0.25% | — | 995 | $245K |
| MML Investors Services, LLC | 0.00% | Add +6.4% | 978 | $241K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 953 | $235K |
| Arlington Financial Advisors, LLC | 0.05% | No change | 952 | $235K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 921 | $227K |
| CW Advisors, LLC | 0.00% | New | 916 | $226K |
| Pathstone Holdings, LLC | 0.00% | Reduce -6.9% | 914 | $225K |
| Worldquant Millennium Advisors LLC | 0.00% | Reduce -0.2% | 901 | $222K |
| Kensington Investment Counsel, LLC | 0.09% | No change | 900 | $222K |
| Aigen Investment Management, LP | 0.04% | Reduce -41.5% | 897 | $221K |
| denkapparat Operations GmbH | 0.33% | — | 894 | $221K |
| Cache Advisors, LLC | 0.09% | — | 883 | $218K |
| Shelton Capital Management | 0.01% | No change | 853 | $210K |
| Somerset Trust Co | 0.08% | New | 823 | $203K |
| Gallacher Capital Management LLC | 0.10% | New | 822 | $203K |
| Motley Fool Asset Management LLC | 0.01% | New | 822 | $203K |
| Stevens Capital Management LP | 0.08% | New | 820 | $202K |
| Aerodigm Wealth, LLC | 0.12% | New | 814 | $201K |
| Quadrant Capital Group LLC | 0.01% | Add +0.4% | 804 | $198K |
| Exchange Traded Concepts, LLC | 0.00% | Add +6.6% | 642 | $158K |
| Nisa Investment Advisors, LLC | 0.00% | Add +11.8% | 616 | $152K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.7% | 580 | $143K |
| Smartleaf Asset Management LLC | 0.01% | Add +2.4% | 554 | $137K |
| True Wealth Design, LLC | 0.05% | Add +64.3% | 552 | $136K |
| Salem Investment Counselors Inc. | 0.00% | New | 500 | $123K |
| Advisors Asset Management, Inc. | 0.00% | Add +23.9% | 483 | $119K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 467 | $115K |
| Northwest & Ethical Investments L.P. | 0.00% | Reduce -37.9% | 450 | $111K |
| Venturi Wealth Management, LLC | 0.00% | New | 400 | $99K |
| Sterling Capital Management LLC | 0.00% | Reduce -11.2% | 366 | $90K |
| Transce3nd, LLC | 0.03% | — | 338 | $83K |
| Walleye Trading LLC | 0.00% | New | 319 | $79K |
| C M Bidwell & Associates Ltd. | 0.05% | Reduce -1.3% | 311 | $77K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -50.3% | 311 | $77K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -6.5% | 260 | $64K |
| Jones Financial Companies LLLP | 0.00% | Add +60.4% | 247 | $61K |
| PEAK6 LLC | 0.00% | — | 236 | $58K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1485.7% | 222 | $55K |
| Quarry LP | 0.01% | Reduce -75.9% | 212 | $52K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Add +10300.0% | 208 | $51K |
| Arcadia Investment Management Corp. | 0.01% | New | 203 | $50K |
| Signaturefd, LLC | 0.00% | Reduce -0.5% | 198 | $49K |
| Mizuho Bank, Ltd. | 0.01% | No change | 190 | $47K |
| GAMMA Investing LLC | 0.00% | Add +7.0% | 168 | $41K |
| UMB Bank, n.a. | 0.00% | Add +193.0% | 167 | $41K |
| Allworth Financial LP | 0.00% | Add +3.7% | 139 | $36K |
| Huntington National Bank | 0.00% | Reduce -26.2% | 121 | $30K |
| Fifth Third Bancorp | 0.00% | Add +13.6% | 117 | $29K |
| Colonial Trust Co / SC | 0.00% | New | 114 | $28K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +12.9% | 114 | $28K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -55.0% | 100 | $25K |
| Plato Investment Management Ltd | 0.00% | No change | 86 | $21K |
| Asset Dedication, LLC | 0.00% | No change | 84 | $21K |
| Lindbrook Capital, LLC | 0.00% | No change | 75 | $19K |
| US Bancorp \de | 0.00% | Reduce -72.6% | 65 | $16K |
| Blue Trust, Inc. | 0.00% | Reduce -46.1% | 63 | $16K |
| Principal Securities, Inc. | 0.00% | No change | 60 | $15K |
| MAI Capital Management | 0.00% | New | 50 | $12K |
| Rise Advisors, LLC | 0.01% | No change | 48 | $12K |
| Global Retirement Partners, LLC | 0.00% | Reduce -20.0% | 48 | $12K |
| Park Square Financial Group, LLC | 0.01% | — | 44 | $11K |
| Park Place Capital Corp | 0.00% | No change | 41 | $10K |
| CI Investments Inc. | 0.00% | No change | 40 | $10K |
| Clearstead Advisors, LLC | 0.00% | Add +48.0% | 37 | $9K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 36 | $9K |
| CoreCap Advisors, LLC | 0.00% | Reduce -46.0% | 34 | $8K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -15.8% | 32 | $8K |
| Avior Wealth Management, LLC | 0.00% | Add +60.0% | 32 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +3.5% | 30 | $7K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -39.5% | 26 | $6K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +20.0% | 24 | $6K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 24 | $6K |
| SBI Securities Co., Ltd. | 0.00% | — | 20 | $5K |
| IFP Advisors, Inc | 0.00% | New | 19 | $5K |
| Private Wealth Management Group, LLC | 0.00% | Add +80.0% | 18 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 15 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 15 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 12 | $3K |
| 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% | No change | 9 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 8 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 8 | $2K |
| WPG Advisers, LLC | 0.00% | — | 6 | $1K |
| Private Trust Co. NA | 0.00% | Reduce -88.9% | 6 | $1K |
| Sierra Ocean, LLC | 0.00% | — | 5 | $1K |
| Abound Wealth Management | 0.00% | No change | 4 | $987 |
| Versant Capital Management, Inc | 0.00% | Reduce -33.3% | 4 | $987 |
| JFS Wealth Advisors, LLC | 0.00% | Add +100.0% | 4 | $987 |
| Arax Advisory Partners | 0.00% | Reduce -25.0% | 3 | $741 |
| Larson Financial Group LLC | 0.00% | New | 3 | $740 |
| SJS Investment Consulting Inc. | 0.00% | Add +100.0% | 2 | $494 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2 | $493 |
| Global Financial Private Client, LLC | 0.00% | New | 1 | $247 |
| Parkside Financial Bank & Trust | 0.00% | No change | 1 | $247 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -98.8% | 1 | $247 |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -87.5% | 1 | $0 |
| Hemington Wealth Management | 0.00% | Add +300.0% | 4 | $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.