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 |
| LPL Financial LLC | 0.00% | Add +13.4% | 11,662 | $2.7M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -4.2% | 11,462 | $2.6M |
| Amalgamated Bank | 0.02% | Reduce -0.4% | 11,022 | $2.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +0.3% | 11,008 | $2.5M |
| State of Tennessee, Department of Treasury | 0.01% | Add +22.4% | 10,923 | $2.5M |
| Creative Planning | 0.00% | Reduce -11.3% | 10,729 | $2.5M |
| Barclays PLC | 0.00% | Reduce -1.8% | 10,668 | $2.5M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -7.1% | 10,413 | $2.4M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -0.9% | 10,273 | $2.4M |
| Neuberger Berman Group LLC | 0.00% | Reduce -11.9% | 10,155 | $2.3M |
| Martingale Asset Management L P | 0.06% | Reduce -70.6% | 10,091 | $2.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Reduce -24.4% | 9,621 | $2.2M |
| Voya Investment Management LLC | 0.00% | Reduce -1.7% | 9,551 | $2.2M |
| Nisa Investment Advisors, LLC | 0.01% | Add +63.0% | 9,370 | $2.2M |
| Davidson Kahn Capital Management, LLC | 1.36% | Add +6.6% | 9,225 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +0.5% | 9,041 | $2.1M |
| New York State Teachers Retirement System | 0.00% | Add +1.9% | 8,940 | $2.1M |
| AQR Capital Management | 0.00% | Reduce -95.4% | 8,532 | $1.9M |
| Intech Investment Management LLC | 0.02% | New | 8,415 | $1.9M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -0.3% | 8,214 | $1.9M |
| King Luther Capital Management Corp. | 0.01% | New | 7,744 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.4% | 7,734 | $1.8M |
| Nebula Research & Development LLC | 0.15% | New | 7,711 | $1.8M |
| Burney Co./ | 0.06% | Reduce -10.4% | 7,709 | $1.8M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -48.1% | 7,663 | $1.8M |
| State of Wisconsin Investment Board | 0.00% | Reduce -14.0% | 7,599 | $1.7M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -1.9% | 7,340 | $1.7M |
| Comerica Bank | 0.01% | Add +1.0% | 7,199 | $1.7M |
| Assenagon Asset Management S.A. | 0.00% | New | 6,923 | $1.6M |
| Parnassus Investments, LLC | 0.00% | Add +17.0% | 6,858 | $1.6M |
| Zions Bancorporation, National Association | 0.08% | Add +16.8% | 6,766 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 6,753 | $1.6M |
| Assetmark, Inc. | 0.00% | Reduce -28.5% | 6,683 | $1.5M |
| Citigroup Inc. | 0.00% | Reduce -2.3% | 6,509 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | No change | 6,500 | $1.5M |
| Arizona State Retirement System | 0.01% | Add +3.4% | 6,489 | $1.5M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 6,200 | $1.4M |
| XTX Topco Ltd | 0.06% | New | 6,142 | $1.4M |
| Illinois Municipal Retirement Fund | 0.02% | Add +86.4% | 6,115 | $1.4M |
| Point72 Asset Management | 0.00% | New | 6,103 | $1.4M |
| Evanson Asset Management, LLC | 0.09% | Reduce -1.4% | 6,000 | $1.4M |
| Redwood Investment Management, LLC | 0.15% | New | 5,967 | $1.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +6.6% | 5,921 | $1.4M |
| M&T Bank Corp | 0.00% | Add +5.7% | 5,842 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +195.3% | 5,634 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -1.9% | 5,633 | $1.3M |
| State of Michigan Retirement System | 0.01% | Reduce -1.8% | 5,500 | $1.3M |
| Graham Capital Management, L.P. | 0.04% | Reduce -53.9% | 5,477 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.4% | 5,426 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | Reduce -31.6% | 5,200 | $1.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.4% | 5,146 | $1.2M |
| New Age Alpha Advisors, LLC | 0.05% | Add +9.9% | 5,141 | $1.2M |
| Versor Investments LP | 0.21% | Add +231.7% | 5,111 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -26.5% | 4,962 | $1.1M |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -2.8% | 4,906 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 4,886 | $1.1M |
| Legato Capital Management LLC | 0.13% | Reduce -12.0% | 4,752 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.6% | 4,735 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | Reduce -16.1% | 4,700 | $1.1M |
| Xponance LLC | 0.01% | Reduce -1.8% | 4,669 | $1.1M |
| PDT Partners, LLC | 0.06% | Reduce -20.0% | 4,564 | $1.1M |
| First Citizens Bank & Trust Co. | 0.02% | Add +263.0% | 4,556 | $1.0M |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -3.2% | 4,475 | $1.0M |
| American Century Companies Inc. | 0.00% | Add +9.5% | 4,466 | $1.0M |
| South Dakota Investment Council | 0.02% | No change | 4,300 | $990K |
| Quantum Portfolio Management LLC | 0.47% | Add +16.4% | 4,263 | $982K |
| Resona Asset Management Co.,Ltd. | 0.00% | New | 4,203 | $968K |
| New Mexico Educational Retirement Board | 0.03% | No change | 4,200 | $967K |
| Verdence Capital Advisors LLC | 0.07% | Add +45.0% | 4,195 | $966K |
| ING Groep NV | 0.01% | No change | 3,900 | $898K |
| Truist Financial Corp. | 0.00% | Add +7.0% | 3,885 | $895K |
| Atria Investments, Inc | 0.01% | Add +4.9% | 3,830 | $882K |
| Portside Wealth Group, LLC | 0.13% | Add +8.7% | 3,828 | $882K |
| Norden Group LLC | 0.10% | Add +2.7% | 3,801 | $875K |
| National Philanthropic Trust | 0.01% | No change | 3,700 | $852K |
| Brevan Howard Capital Management LP | 0.01% | New | 3,681 | $848K |
| Mach-1 Financial Group, LLC | 0.23% | New | 3,488 | $803K |
| Index Fund Advisors, Inc. | 0.04% | New | 3,373 | $777K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -2.4% | 3,365 | $774K |
| Alpha Wealth Funds, LLC | 0.72% | Reduce -15.0% | 3,400 | $773K |
| Vident Advisory, LLC | 0.01% | Add +14.8% | 3,219 | $741K |
| Bank of Montreal | 0.00% | Reduce -11.7% | 3,210 | $739K |
| &partners | 0.01% | Add +11.8% | 3,190 | $735K |
| Curbstone Financial Management Corp | 0.15% | Add +8.8% | 3,090 | $712K |
| DGS Capital Management, LLC | 0.14% | Add +0.6% | 3,036 | $699K |
| Allianz Asset Management GmbH | 0.00% | Reduce -47.3% | 2,927 | $674K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -38.3% | 2,829 | $666K |
| Unique Wealth Strategies, LLC | 0.27% | Add +10.6% | 2,773 | $639K |
| Entropy Technologies, LP | 0.05% | New | 2,730 | $629K |
| Callan Family Office, LLC | 0.02% | New | 2,720 | $626K |
| Ami Asset Management Corp. | 0.04% | Reduce -46.0% | 2,718 | $626K |
| Edgestream Partners, L.P. | 0.02% | Reduce -81.3% | 2,648 | $610K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -4.6% | 2,595 | $597K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.5% | 2,551 | $588K |
| Baird Financial Group, Inc. | 0.00% | Add +15.7% | 2,530 | $583K |
| LVZ, Inc. | 0.07% | Add +0.2% | 2,442 | $562K |
| Lazard Asset Management LLC | 0.00% | Reduce -87.5% | 2,425 | $557K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -7.8% | 2,389 | $550K |
| iSAM Funds (UK) Ltd | 0.12% | New | 2,385 | $549K |
| Natixis | 0.00% | Add +3.2% | 2,373 | $546K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,354 | $542K |
| New York Life Investment Management LLC | 0.01% | Reduce -1.2% | 2,345 | $540K |
| Precision Wealth Strategies, LLC | 0.17% | Reduce -0.3% | 2,311 | $532K |
| Cetera Investment Advisers | 0.00% | Add +21.1% | 2,222 | $512K |
| PNC Financial Services Group, Inc. | 0.00% | Add +18.6% | 2,202 | $507K |
| Bessemer Group Inc. | 0.00% | Reduce -50.2% | 2,203 | $507K |
| Global Endowment Management, LP | 0.07% | No change | 2,194 | $505K |
| Bryce Point Capital, LLC | 0.42% | New | 2,178 | $502K |
| Aviva PLC | 0.00% | Reduce -23.8% | 2,153 | $496K |
| BNP Paribas Financial Markets | 0.00% | Reduce -73.2% | 2,138 | $492K |
| Grandeur Peak Global Advisors, LLC | 0.06% | New | 2,106 | $485K |
| Woodline Partners LP | 0.00% | Add +18.0% | 2,070 | $477K |
| Commerce Bank | 0.00% | No change | 2,045 | $471K |
| US Bancorp \de | 0.00% | Add +17.4% | 2,022 | $466K |
| Rathbones Group PLC | 0.00% | No change | 2,000 | $461K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 1,995 | $459K |
| Banque Pictet & Cie SA | 0.00% | Reduce -6.3% | 1,984 | $457K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -7.9% | 1,590 | $433K |
| Gotham Asset Management | 0.00% | Reduce -21.5% | 1,869 | $430K |
| Prudential Financial Inc. | 0.00% | Reduce -66.6% | 1,867 | $430K |
| Readystate Asset Management LP | 0.03% | New | 1,837 | $423K |
| Deutsche Bank AG | 0.00% | Reduce -22.4% | 1,832 | $422K |
| Guggenheim Capital LLC | 0.00% | Reduce -7.5% | 1,792 | $413K |
| Securian Asset Management, Inc. | 0.01% | No change | 1,789 | $412K |
| Moody Aldrich Partners LLC | 0.08% | Reduce -1.6% | 1,712 | $394K |
| Bank of Nova Scotia | 0.00% | New | 1,691 | $390K |
| Federated Hermes, Inc. | 0.00% | Reduce -85.6% | 1,685 | $388K |
| Alps Advisors Inc. | 0.00% | Add +1.2% | 1,680 | $387K |
| Captrust Financial Advisors | 0.00% | Reduce -35.3% | 1,635 | $377K |
| Independent Advisor Alliance | 0.01% | Reduce -27.5% | 1,625 | $374K |
| Alliance Wealth Advisors, LLC | 0.09% | Reduce -7.6% | 1,625 | $374K |
| Summit Global Investments | 0.02% | Reduce -4.5% | 1,577 | $363K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.5% | 1,552 | $357K |
| Townsquare Capital LLC | 0.03% | Reduce -92.4% | 1,544 | $356K |
| HMS Capital Management, LLC | 0.16% | Reduce -3.3% | 1,538 | $354K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -6.2% | 1,510 | $348K |
| DekaBank Deutsche Girozentrale | 0.00% | Add +58.0% | 1,523 | $346K |
| MML Investors Services, LLC | 0.00% | Add +3.6% | 1,500 | $345K |
| Fiduciary Trust Co | 0.00% | Add +0.4% | 1,470 | $338K |
| Linden Thomas Advisory Services, LLC | 0.04% | Add +5.4% | 1,469 | $338K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.2% | 1,457 | $336K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.7% | 1,268 | $335K |
| Burns Matteson Capital Management, LLC | 0.16% | Add +0.5% | 1,441 | $332K |
| Bridgefront Capital, LLC | 0.09% | New | 1,432 | $330K |
| AlphaQuest LLC | 0.03% | Add +60.0% | 1,408 | $324K |
| Bokf, NA | 0.01% | New | 1,399 | $322K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -88.9% | 1,380 | $317K |
| Cerity Partners LLC | 0.00% | Reduce -85.5% | 1,342 | $309K |
| First Bank & Trust | 0.05% | Add +8.7% | 1,307 | $301K |
| Summit Trail Advisors, LLC | 0.01% | New | 1,289 | $297K |
| Engineers Gate Manager LP | 0.00% | Reduce -77.2% | 1,284 | $296K |
| Two Sigma Securities, LLC | 0.04% | Reduce -50.3% | 1,261 | $290K |
| Park Avenue Securities LLC | 0.00% | New | 1,251 | $288K |
| Inspire Investing, LLC | 0.03% | Reduce -12.1% | 1,236 | $285K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -34.5% | 1,205 | $277K |
| Cullinan Associates Inc. | 0.02% | No change | 1,200 | $276K |
| Utah Retirement Systems | 0.00% | Reduce -3.2% | 1,162 | $268K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -18.4% | 1,134 | $261K |
| Freestone Grove Partners LP | 0.00% | New | 1,130 | $260K |
| State of Wyoming | 0.03% | Reduce -49.9% | 1,114 | $257K |
| Gallacher Capital Management LLC | 0.12% | Reduce -48.7% | 1,109 | $255K |
| Lewis Asset Management, LLC | 0.12% | Add +1.6% | 1,105 | $254K |
| Somerset Trust Co | 0.08% | Add +6.7% | 1,105 | $254K |
| First Foundation Advisors | 0.01% | No change | 1,098 | $253K |
| Covestor Ltd | 0.15% | Add +5.8% | 1,093 | $252K |
| Strategic Advocates LLC | 0.07% | Add +9.9% | 1,088 | $251K |
| Wallace Advisory Group, LLC | 0.18% | New | 1,134 | $249K |
| ProShare Advisors LLC | 0.00% | Add +3.5% | 1,078 | $248K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,059 | $244K |
| Motley Fool Asset Management LLC | 0.01% | Add +9.7% | 1,048 | $241K |
| denkapparat Operations GmbH | 0.19% | Reduce -1.9% | 1,036 | $239K |
| Capstone Investment Advisors, LLC | 0.00% | New | 1,031 | $237K |
| Ieq Capital, LLC | 0.00% | Reduce -91.8% | 1,021 | $235K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 1,010 | $233K |
| Navellier & Associates Inc. | 0.03% | No change | 1,000 | $230K |
| SteelPeak Wealth, LLC | 0.01% | No change | 1,000 | $230K |
| Davis R M Inc. | 0.00% | No change | 1,000 | $230K |
| Arlington Financial Advisors, LLC | 0.04% | No change | 952 | $219K |
| Parallel Advisors, LLC | 0.00% | Reduce -12.6% | 912 | $210K |
| Kensington Investment Counsel, LLC | 0.09% | New | 900 | $207K |
| Sanctuary Advisors, LLC | 0.00% | New | 886 | $204K |
| Citadel Advisors | 0.00% | Reduce -97.6% | 886 | $204K |
| Cache Advisors, LLC | 0.06% | New | 883 | $203K |
| Cottonwood Capital Advisors, LLC | 0.14% | New | 876 | $202K |
| Aerodigm Wealth, LLC | 0.10% | New | 876 | $202K |
| Bayforest Capital Ltd | 0.09% | Reduce -43.4% | 869 | $200K |
| IFP Advisors, Inc | 0.01% | Reduce -26.8% | 470 | $181K |
| St Germain D J Co. Inc. | 0.01% | New | 727 | $167K |
| Cwm, LLC | 0.00% | Reduce -83.7% | 711 | $164K |
| Aster Capital Management (DIFC) Ltd | 0.04% | Add +98.8% | 684 | $158K |
| Smartleaf Asset Management LLC | 0.01% | Add +18.5% | 608 | $138K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -7.3% | 587 | $135K |
| KBC Group NV | 0.00% | Reduce -42.5% | 579 | $133K |
| First Horizon Advisors, Inc. | 0.00% | Add +1.8% | 564 | $130K |
| Osaic Holdings, Inc. | 0.00% | Add +266.2% | 553 | $124K |
| STRS Ohio | 0.00% | New | 525 | $121K |
| Exchange Traded Concepts, LLC | 0.00% | Add +7.8% | 500 | $115K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 467 | $108K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -15.0% | 420 | $97K |
| Reyes Financial Architecture, Inc. | 0.08% | New | 418 | $96K |
| Principal Securities, Inc. | 0.00% | Add +551.7% | 391 | $90K |
| Jones Financial Companies LLLP | 0.00% | Add +15.8% | 396 | $90K |
| Oliver Lagore Vanvalin Investment Group | 0.04% | — | 409 | $90K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.5% | 382 | $88K |
| GAMMA Investing LLC | 0.00% | Reduce -6.8% | 329 | $76K |
| UMB Bank, n.a. | 0.00% | No change | 289 | $67K |
| Blue Trust, Inc. | 0.00% | Reduce -5.5% | 256 | $59K |
| Clearstead Advisors, LLC | 0.00% | Add +128.7% | 247 | $57K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 240 | $55K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 225 | $52K |
| Huntington National Bank | 0.00% | Add +58.7% | 200 | $46K |
| Signaturefd, LLC | 0.00% | Reduce -20.6% | 193 | $44K |
| Fifth Third Bancorp | 0.00% | Reduce -10.1% | 161 | $37K |
| Versant Capital Management, Inc | 0.01% | Reduce -29.1% | 144 | $33K |
| Danske Bank A/S | 0.00% | Reduce -98.5% | 132 | $30K |
| Allworth Financial LP | 0.00% | Reduce -18.5% | 132 | $30K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +21.7% | 129 | $30K |
| Tidemark, LLC | 0.01% | Add +380.0% | 120 | $28K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 90 | $21K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -6.4% | 73 | $17K |
| Brooklyn Investment Group | 0.00% | Reduce -39.6% | 58 | $13K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 56 | $13K |
| Global Retirement Partners, LLC | 0.00% | — | 51 | $12K |
| MAI Capital Management | 0.00% | No change | 50 | $12K |
| Rise Advisors, LLC | 0.00% | No change | 48 | $11K |
| Park Place Capital Corp | 0.00% | No change | 48 | $11K |
| Park Square Financial Group, LLC | 0.01% | No change | 44 | $10K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -82.5% | 44 | $10K |
| Wolff Wiese Magana LLC | 0.01% | No change | 42 | $10K |
| Bell Investment Advisors, Inc | 0.00% | Add +31.3% | 42 | $10K |
| CI Investments Inc. | 0.00% | Reduce -2.5% | 39 | $9K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 36 | $8K |
| CoreCap Advisors, LLC | 0.00% | Add +20.7% | 35 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -57.7% | 33 | $8K |
| Sterling Capital Management LLC | 0.00% | Reduce -57.9% | 32 | $7K |
| Hantz Financial Services, Inc. | 0.00% | Add +500.0% | 30 | $7K |
| Private Wealth Management Group, LLC | 0.00% | Add +44.4% | 26 | $6K |
| Arax Advisory Partners | 0.00% | Reduce -18.8% | 26 | $6K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 23 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 23 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -62.5% | 21 | $5K |
| Optiver Holding B.V. | 0.00% | New | 19 | $4K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 15 | $4K |
| Globeflex Capital L P | 0.00% | No change | 17 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +21.4% | 17 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -66.7% | 17 | $4K |
| Fortitude Family Office, LLC | 0.00% | New | 15 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 15 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 15 | $3K |
| North Capital, Inc. | 0.00% | No change | 14 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -27.8% | 13 | $3K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 12 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | New | 12 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 12 | $3K |
| NewSquare Capital LLC | 0.00% | Add +11.1% | 10 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 9 | $2K |
| Clearstead Trust, LLC | 0.00% | New | 9 | $2K |
| Hemington Wealth Management | 0.00% | Add +66.7% | 10 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 8 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -20.0% | 8 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +250.0% | 7 | $2K |
| Private Trust Co. NA | 0.00% | No change | 6 | $1K |
| TD Private Client Wealth LLC | 0.00% | New | 6 | $1K |
| Sierra Ocean, LLC | 0.00% | No change | 5 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 5 | $1K |
| Spire Wealth Management | 0.00% | New | 4 | $1K |
| Abound Wealth Management | 0.00% | No change | 4 | $922 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 4 | $922 |
| True Wealth Design, LLC | 0.00% | Reduce -98.4% | 3 | $691 |
| SouthState Bank Corp | 0.00% | Reduce -40.0% | 3 | $691 |
| Geneos Wealth Management Inc. | 0.00% | New | 3 | $691 |
| WPG Advisers, LLC | 0.00% | Reduce -50.0% | 2 | $461 |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 2 | $461 |
| Stephens Consulting, LLC | 0.00% | New | 2 | $461 |
| Larson Financial Group LLC | 0.00% | Reduce -66.7% | 2 | $461 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $231 |
| Manchester Capital Management LLC | 0.00% | Reduce -90.0% | 1 | $231 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -50.0% | 1 | $231 |
| Cromwell Holdings LLC | 0.00% | New | 1 | $230 |
| Rakuten Securities, Inc. | 0.00% | No change | 1 | $230 |
| Essential Partners LLC | 0.00% | — | 1 | $230 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -50.0% | 1 | $230 |
| Horizon Investments, LLC | 0.00% | New | 1 | $230 |
| Tortoise Investment Management, LLC | 0.00% | New | 1 | $230 |
| Migdal Insurance & Financial Holdings Ltd. | 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.