Appfolio Inc. Class AAPPF
13F holders, Q2 2025 (June 30)385holders +4
60new positions
54sold out
7famous investors
$230.29avg. 13F price*
At the end of Q2 2025, 385 institutions reported holding Appfolio Inc. Class A (APPF) in their 13F filings, up 4 from Q1 2025. 60 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($553.5M), BlackRock, Inc. ($542.6M) and Ashe Capital Management, LP ($306.6M). 7 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Appfolio Inc. Class A
- CUSIP
- 03783C100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $142.8M |
| Exits | 54 | $103.8M |
All 13F filers, Q1 2025 → Q2 2025: 2,955,131 shares bought and 2,334,111 shares sold, net +621,020 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 385 holders
| Vanguard Group Inc. | 0.01% | Reduce -1.4% | 2,403,717 | $553.5M |
| BlackRock, Inc. | 0.01% | Reduce -2.0% | 2,356,065 | $542.6M |
| Ashe Capital Management, LP | 23.89% | Add +17.2% | 1,331,260 | $306.6M |
| Principal Financial Group Inc. | 0.10% | Add +107.2% | 832,891 | $191.8M |
| William Blair Investment Management, LLC | 0.45% | Add +73.5% | 733,428 | $168.9M |
| State Street Corp. | 0.01% | Reduce -3.1% | 692,171 | $159.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.38% | Reduce -11.3% | 686,460 | $158.1M |
| Brown Capital Management LLC | 3.88% | Reduce -5.4% | 578,745 | $133.3M |
| FMR LLC | 0.01% | Reduce -32.1% | 574,363 | $132.3M |
| Gilder Gagnon Howe & Co. LLC | 1.28% | Reduce -1.4% | 525,334 | $121.0M |
| Nellore Capital Management LLC | 13.09% | Add +25.9% | 506,892 | $116.7M |
| DF Dent & Co. Inc. | 1.45% | Add +26.3% | 494,818 | $113.9M |
| T. Rowe Price Associates Inc. | 0.01% | Add +731.8% | 454,478 | $104.7M |
| Geode Capital Management, LLC | 0.01% | Add +0.3% | 438,522 | $101.0M |
| Morgan Stanley | 0.01% | Add +40.5% | 375,436 | $86.5M |
| Invesco Ltd. | 0.01% | Reduce -9.6% | 313,873 | $72.3M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Reduce -1.7% | 292,771 | $67.4M |
| Long Walk Management LP | 16.11% | Add +78.5% | 276,325 | $63.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +6.9% | 266,040 | $61.3M |
| Caledonia (Private) Investments Pty Ltd | 0.87% | New | 238,880 | $55.0M |
| Renaissance Technologies | 0.07% | Reduce -17.3% | 229,100 | $52.8M |
| New York State Common Retirement Fund | 0.07% | Reduce -0.3% | 224,737 | $51.8M |
| Brown Advisory Inc. | 0.07% | Add +76.3% | 222,889 | $51.3M |
| Bank of New York Mellon Corp | 0.01% | Add +6.5% | 221,812 | $51.1M |
| Northern Trust Corp. | 0.01% | Reduce -1.3% | 191,259 | $44.0M |
| Fiera Capital Corp | 0.13% | Add +1.8% | 166,161 | $38.3M |
| GW&K Investment Management, LLC | 0.34% | Reduce -8.9% | 165,407 | $38.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.1% | 159,670 | $36.8M |
| Insight Holdings Group, LLC | 1.47% | New | 152,600 | $35.1M |
| Norges Bank | 0.00% | Reduce -42.0% | 149,491 | $34.4M |
| First Trust Advisors LP | 0.03% | Reduce -27.1% | 144,712 | $33.3M |
| Ranger Investment Management, L.P. | 2.26% | Add +17.4% | 140,685 | $32.4M |
| Bank of America Corp. | 0.00% | Add +3.1% | 140,505 | $32.4M |
| Greenstone Partners & Co., LLC | 7.24% | Add +20.1% | 134,229 | $30.9M |
| Janus Henderson Group PLC | 0.01% | Reduce -11.6% | 131,830 | $30.4M |
| Jacobs Levy Equity Management, Inc. | 0.12% | Reduce -24.0% | 131,532 | $30.3M |
| Squarepoint Ops LLC | 0.06% | Add +25.0% | 126,689 | $29.2M |
| Caisse de depot et placement du Quebec | 0.05% | Reduce -16.0% | 109,866 | $25.3M |
| Wells Fargo & Company | 0.01% | Add +0.8% | 102,637 | $23.6M |
| UBS Group AG | 0.00% | Add +45.3% | 101,781 | $23.4M |
| Royal Bank of Canada | 0.00% | Add +113.7% | 97,111 | $22.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +29.9% | 94,459 | $21.8M |
| Raymond James Financial Inc. | 0.01% | Add +2.7% | 94,155 | $21.7M |
| Jennison Associates LLC | 0.01% | Add +47.4% | 90,171 | $20.8M |
| Sellaronda Global Management LP | 17.17% | Add +6.3% | 85,000 | $19.6M |
| Russell Investments Group, Ltd. | 0.02% | Add +1.0% | 70,407 | $16.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.6% | 68,494 | $15.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.8% | 67,728 | $15.6M |
| Man Group plc | 0.03% | Add +8.0% | 66,666 | $15.4M |
| Rhumbline Advisers | 0.01% | Reduce -0.3% | 64,023 | $14.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -10.8% | 62,089 | $14.3M |
| Watchtower Advisors, LP | 8.35% | New | 61,253 | $14.1M |
| Marshall Wace, LLP | 0.02% | Add +2568.6% | 57,429 | $13.2M |
| Blair William & Co. | 0.04% | Reduce -0.3% | 56,337 | $13.0M |
| EULAV Asset Management | 0.30% | No change | 55,449 | $12.8M |
| Macquarie Group Ltd. | 0.02% | Reduce -82.1% | 54,790 | $12.6M |
| Millennium Management | 0.01% | Add +189.6% | 52,285 | $12.0M |
| Nuveen, LLC | 0.00% | Reduce -58.2% | 52,259 | $12.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.6% | 48,995 | $11.3M |
| Atika Capital Management LLC | 1.07% | No change | 44,500 | $10.2M |
| Wellington Management Group LLP | 0.00% | Reduce -19.9% | 44,291 | $10.2M |
| Sei Investments Co. | 0.01% | Reduce -30.5% | 42,976 | $9.9M |
| Swiss National Bank | 0.01% | No change | 42,500 | $9.8M |
| Mission Wealth Management, LP | 0.21% | Reduce -21.1% | 42,159 | $9.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -4.3% | 39,519 | $9.1M |
| AXA S.A. | 0.03% | Reduce -25.3% | 39,439 | $9.1M |
| Legal & General Group Plc | 0.00% | Add +2.6% | 36,775 | $8.5M |
| Nicholas Investment Partners, LP | 0.84% | Reduce -15.6% | 36,546 | $8.4M |
| Verition Fund Management LLC | 0.05% | Add +254.3% | 35,298 | $8.1M |
| TFJ Management, LLC | 6.12% | Add +52.8% | 34,030 | $7.8M |
| Natixis Advisors, LLC | 0.01% | Add +41.8% | 33,964 | $7.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -16.5% | 30,196 | $7.0M |
| Jupiter Asset Management Ltd. | 0.06% | Add +135.0% | 28,760 | $6.6M |
| Retirement Systems of Alabama | 0.02% | Reduce -0.4% | 28,169 | $6.5M |
| Capital Impact Advisors, LLC | 1.87% | Add +0.8% | 26,687 | $6.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -23.8% | 25,639 | $5.9M |
| Stanley-Laman Group, Ltd. | 0.88% | New | 25,615 | $5.9M |
| Quantinno Capital Management LP | 0.02% | Add +0.1% | 21,863 | $5.0M |
| Franklin Resources Inc. | 0.00% | Reduce -88.6% | 21,601 | $5.0M |
| California State Teachers Retirement System | 0.01% | Reduce -0.2% | 21,305 | $4.9M |
| SG Americas Securities, LLC | 0.02% | New | 20,342 | $4.7M |
| Zevenbergen Capital Investments LLC | 0.09% | No change | 20,000 | $4.6M |
| Advisors Capital Management, LLC | 0.06% | Add +11.5% | 19,202 | $4.4M |
| Alamar Capital Management, LLC | 2.28% | Add +60.9% | 18,300 | $4.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.1% | 17,719 | $4.1M |
| Melqart Asset Management (UK) Ltd | 0.55% | Add +23.5% | 16,832 | $3.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +1.3% | 16,772 | $3.9M |
| Channel Wealth LLC | 1.08% | Reduce -7.3% | 16,526 | $3.8M |
| Baker Avenue Asset Management, LP | 0.11% | Reduce -26.5% | 16,437 | $3.8M |
| Azzad Asset Management Inc. | 0.39% | Add +3.0% | 15,935 | $3.7M |
| Agf Management Ltd. | 0.02% | New | 14,314 | $3.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +1.8% | 14,006 | $3.2M |
| Amundi | 0.00% | No change | 13,734 | $3.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -47.6% | 13,747 | $3.2M |
| EFG Asset Management (North America) Corp. | 0.44% | Reduce -0.8% | 13,497 | $3.1M |
| MetLife Investment Management, LLC | 0.02% | Reduce -3.5% | 13,394 | $3.1M |
| Johnson Investment Counsel Inc. | 0.03% | Add +22.4% | 13,242 | $3.0M |
| Kerrisdale Advisers, LLC | 1.55% | Add +32.8% | 12,942 | $3.0M |
| Stifel Financial Corp. | 0.00% | Reduce -8.6% | 11,829 | $2.7M |
| Teacher Retirement System of Texas | 0.01% | Reduce -13.8% | 11,715 | $2.7M |
"% of holder's portfolio" is APPF's weight in each manager's 13F, not the share of Appfolio Inc. Class A the manager owns.