Appfolio Inc. Class AAPPF
13F holders, Q1 2025 (March 31)381holders −7
66new positions
78sold out
7famous investors
$219.97avg. 13F price*
At the end of Q1 2025, 381 institutions reported holding Appfolio Inc. Class A (APPF) in their 13F filings, down 7 from Q4 2024. 66 opened new positions and 78 sold out. The largest holders were Vanguard Group Inc. ($536.2M), BlackRock, Inc. ($528.8M) and Ashe Capital Management, LP ($249.8M). 7 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Appfolio Inc. Class A
- CUSIP
- 03783C100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $203.2M |
| Exits | 78 | $163.6M |
All 13F filers, Q4 2024 → Q1 2025: 3,207,424 shares bought and 2,338,993 shares sold, net +868,431 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 381 holders
| Vanguard Group Inc. | 0.01% | Reduce -2.3% | 2,438,429 | $536.2M |
| BlackRock, Inc. | 0.01% | Reduce -0.2% | 2,404,780 | $528.8M |
| Ashe Capital Management, LP | 22.34% | Add +4.2% | 1,136,112 | $249.8M |
| FMR LLC | 0.01% | Add +41.6% | 846,178 | $186.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.42% | Add +84.4% | 773,579 | $170.1M |
| State Street Corp. | 0.01% | Add +2.5% | 714,054 | $157.0M |
| Brown Capital Management LLC | 4.06% | Reduce -10.3% | 611,829 | $134.5M |
| Gilder Gagnon Howe & Co. LLC | 1.53% | Reduce -7.0% | 532,600 | $117.1M |
| Geode Capital Management, LLC | 0.01% | Add +4.9% | 437,064 | $96.1M |
| William Blair Investment Management, LLC | 0.26% | New | 422,594 | $92.9M |
| Nellore Capital Management LLC | 12.05% | Add +8.3% | 402,739 | $88.6M |
| Principal Financial Group Inc. | 0.05% | Add +121.2% | 401,888 | $88.4M |
| DF Dent & Co. Inc. | 1.15% | Reduce -5.3% | 391,903 | $86.2M |
| Invesco Ltd. | 0.01% | Add +1.9% | 347,125 | $76.3M |
| Macquarie Group Ltd. | 0.08% | Reduce -4.3% | 306,633 | $67.4M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +27.4% | 297,896 | $65.5M |
| Renaissance Technologies | 0.09% | Add +10.8% | 276,900 | $60.9M |
| Morgan Stanley | 0.00% | Add +7.0% | 267,221 | $58.8M |
| Norges Bank | 0.01% | Reduce -6.5% | 257,979 | $56.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +31.4% | 248,948 | $54.7M |
| New York State Common Retirement Fund | 0.07% | Add +23.3% | 225,472 | $49.6M |
| Bank of New York Mellon Corp | 0.01% | Add +0.6% | 208,319 | $45.8M |
| First Trust Advisors LP | 0.04% | Add +54.5% | 198,511 | $43.7M |
| Northern Trust Corp. | 0.01% | Add +0.8% | 193,780 | $42.6M |
| Franklin Resources Inc. | 0.01% | Reduce -24.0% | 189,018 | $41.6M |
| GW&K Investment Management, LLC | 0.37% | Reduce -3.7% | 181,649 | $39.9M |
| AQR Capital Management | 0.04% | Reduce -71.9% | 184,067 | $39.7M |
| Jacobs Levy Equity Management, Inc. | 0.15% | Add +4272.4% | 172,972 | $38.0M |
| Fiera Capital Corp | 0.13% | New | 163,238 | $35.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.4% | 159,543 | $35.1M |
| Long Walk Management LP | 11.03% | Add +136.3% | 154,800 | $34.0M |
| Janus Henderson Group PLC | 0.02% | Add +96.8% | 149,179 | $33.0M |
| Bank of America Corp. | 0.00% | Add +158.7% | 136,338 | $30.0M |
| Caisse de depot et placement du Quebec | 0.06% | Add +364.4% | 130,737 | $28.7M |
| Brown Advisory Inc. | 0.04% | New | 126,419 | $27.8M |
| Nuveen, LLC | 0.01% | — | 124,894 | $27.5M |
| Ranger Investment Management, L.P. | 1.88% | Reduce -1.5% | 119,878 | $26.4M |
| Greenstone Partners & Co., LLC | 6.52% | Reduce -1.2% | 111,740 | $24.6M |
| Wells Fargo & Company | 0.01% | Add +1408.5% | 101,867 | $22.4M |
| Squarepoint Ops LLC | 0.05% | Reduce -14.2% | 101,376 | $22.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -25.1% | 91,715 | $20.2M |
| Zeno Equity Partners LLP | 7.08% | Reduce -31.3% | 88,789 | $19.5M |
| Sellaronda Global Management LP | 17.75% | Add +433.3% | 80,000 | $17.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -38.5% | 72,725 | $16.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +236.6% | 70,429 | $15.5M |
| UBS Group AG | 0.00% | Add +174.8% | 70,071 | $15.4M |
| Russell Investments Group, Ltd. | 0.02% | Add +105.6% | 69,705 | $15.3M |
| Victory Capital Management Inc. | 0.02% | Reduce -9.4% | 69,607 | $15.3M |
| Los Angeles Capital Management LLC | 0.07% | Reduce -40.5% | 68,135 | $15.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +322.4% | 66,777 | $14.7M |
| Rhumbline Advisers | 0.01% | Add +0.7% | 64,229 | $14.1M |
| Sei Investments Co. | 0.02% | Add +34.9% | 61,797 | $13.6M |
| Man Group plc | 0.04% | Reduce -3.1% | 61,759 | $13.6M |
| Jennison Associates LLC | 0.01% | Add +1.0% | 61,185 | $13.5M |
| Blair William & Co. | 0.04% | Reduce -0.3% | 56,493 | $12.4M |
| EULAV Asset Management | 0.30% | No change | 55,449 | $12.2M |
| Wellington Management Group LLP | 0.00% | Reduce -39.2% | 55,257 | $12.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -18.1% | 54,640 | $12.0M |
| Mission Wealth Management, LP | 0.29% | Reduce -12.2% | 53,439 | $11.8M |
| AXA S.A. | 0.04% | Add +0.3% | 52,823 | $11.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -38.5% | 49,769 | $10.9M |
| Bridgewater Associates | 0.05% | Reduce -40.0% | 46,368 | $10.2M |
| Royal Bank of Canada | 0.00% | Add +22.6% | 45,452 | $10.0M |
| Atika Capital Management LLC | 1.50% | Reduce -22.3% | 44,500 | $9.8M |
| Nicholas Investment Partners, LP | 1.10% | Reduce -2.3% | 43,314 | $9.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | No change | 42,558 | $9.4M |
| Swiss National Bank | 0.01% | Reduce -1.2% | 42,500 | $9.3M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +16.3% | 41,297 | $9.1M |
| Citadel Advisors | 0.01% | Reduce -46.4% | 36,644 | $8.1M |
| Alliancebernstein L.P. | 0.00% | Add +17.6% | 36,177 | $8.0M |
| Legal & General Group Plc | 0.00% | Add +3.1% | 35,831 | $7.9M |
| Martingale Asset Management L P | 0.19% | Add +0.1% | 34,360 | $7.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -33.7% | 33,630 | $7.4M |
| Algert Global LLC | 0.17% | Reduce -41.5% | 31,707 | $7.0M |
| Retirement Systems of Alabama | 0.02% | Add +0.8% | 28,289 | $6.2M |
| Capital Impact Advisors, LLC | 2.23% | — | 26,464 | $5.8M |
| D. E. Shaw & Co. | 0.01% | Reduce -33.0% | 26,218 | $5.8M |
| Corebridge Financial, Inc. | 0.03% | Reduce -1.7% | 25,917 | $5.7M |
| Oberndorf William E | 6.82% | Add +514.0% | 24,184 | $5.3M |
| Natixis Advisors, LLC | 0.01% | Reduce -2.6% | 23,961 | $5.3M |
| Sone Capital Management, LLC | 0.51% | New | 22,733 | $5.0M |
| Baker Avenue Asset Management, LP | 0.15% | Reduce -0.3% | 22,362 | $4.9M |
| TFJ Management, LLC | 4.64% | No change | 22,273 | $4.9M |
| Quantinno Capital Management LP | 0.03% | New | 21,852 | $4.8M |
| California State Teachers Retirement System | 0.01% | Add +4.1% | 21,349 | $4.7M |
| ExodusPoint Capital Management, LP | 0.06% | New | 21,171 | $4.7M |
| Townsquare Capital LLC | 0.05% | Add +696.6% | 20,416 | $4.5M |
| Zevenbergen Capital Investments LLC | 0.11% | Reduce -4.5% | 20,000 | $4.4M |
| Lazard Asset Management LLC | 0.01% | Reduce -32.1% | 19,396 | $4.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.2% | 18,876 | $4.2M |
| Millennium Management | 0.00% | Add +237.7% | 18,055 | $4.0M |
| Channel Wealth LLC | 1.22% | No change | 17,837 | $3.9M |
| Advisors Capital Management, LLC | 0.06% | Add +42.6% | 17,221 | $3.8M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 16,561 | $3.6M |
| Azzad Asset Management Inc. | 0.40% | Add +78.8% | 15,479 | $3.4M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -35.3% | 14,761 | $3.2M |
| Edgestream Partners, L.P. | 0.11% | Reduce -14.0% | 14,181 | $3.1M |
| Amundi | 0.00% | Reduce -20.1% | 13,734 | $3.1M |
| MetLife Investment Management, LLC | 0.02% | Reduce -0.8% | 13,882 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +81.1% | 13,757 | $3.0M |
"% of holder's portfolio" is APPF's weight in each manager's 13F, not the share of Appfolio Inc. Class A the manager owns.