Appfolio Inc. Class AAPPF
13F holders, Q3 2025 (September 30)411holders +26
75new positions
46sold out
8famous investors
$275.25avg. 13F price*
At the end of Q3 2025, 411 institutions reported holding Appfolio Inc. Class A (APPF) in their 13F filings, up 26 from Q2 2025. 75 opened new positions and 46 sold out. The largest holders were Vanguard Group Inc. ($677.8M), BlackRock, Inc. ($665.2M) and Ashe Capital Management, LP ($367.0M). 8 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Appfolio Inc. Class A
- CUSIP
- 03783C100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $166.5M |
| Exits | 46 | $80.9M |
All 13F filers, Q2 2025 → Q3 2025: 1,926,986 shares bought and 2,305,253 shares sold, net −378,267 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 411 holders
| Vanguard Group Inc. | 0.01% | Add +2.3% | 2,458,994 | $677.8M |
| BlackRock, Inc. | 0.01% | Add +2.4% | 2,412,947 | $665.2M |
| Ashe Capital Management, LP | 25.87% | No change | 1,331,260 | $367.0M |
| Principal Financial Group Inc. | 0.16% | Add +40.1% | 1,166,752 | $321.6M |
| State Street Corp. | 0.01% | Reduce -2.0% | 678,071 | $186.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.41% | Reduce -10.3% | 615,626 | $169.7M |
| T. Rowe Price Associates Inc. | 0.02% | Add +25.7% | 571,087 | $157.4M |
| William Blair Investment Management, LLC | 0.39% | Reduce -24.7% | 551,969 | $152.2M |
| Gilder Gagnon Howe & Co. LLC | 1.45% | Reduce -1.4% | 517,750 | $142.7M |
| FMR LLC | 0.01% | Reduce -13.8% | 494,977 | $136.4M |
| Nellore Capital Management LLC | 14.28% | Reduce -6.3% | 474,964 | $130.9M |
| Geode Capital Management, LLC | 0.01% | Add +5.1% | 460,903 | $127.1M |
| DF Dent & Co. Inc. | 1.52% | Reduce -13.6% | 427,598 | $117.9M |
| Invesco Ltd. | 0.02% | Add +26.1% | 395,651 | $109.1M |
| Brown Capital Management LLC | 3.88% | Reduce -40.9% | 341,942 | $94.3M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Add +8.4% | 317,413 | $87.5M |
| Long Walk Management LP | 16.07% | Add +4.4% | 288,500 | $79.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +4.7% | 278,561 | $76.8M |
| Northern Trust Corp. | 0.01% | Add +28.6% | 245,927 | $67.8M |
| Morgan Stanley | 0.00% | Reduce -35.0% | 244,180 | $67.3M |
| Caledonia (Private) Investments Pty Ltd | 1.02% | Reduce -4.5% | 228,026 | $62.9M |
| Bank of America Corp. | 0.00% | Add +38.2% | 194,125 | $53.5M |
| Hudson Way Capital Management LLC | 4.53% | New | 193,596 | $53.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -15.6% | 187,294 | $51.6M |
| Renaissance Technologies | 0.06% | Reduce -28.2% | 164,502 | $45.3M |
| Fiera Capital Corp | 0.15% | Reduce -2.0% | 162,876 | $44.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.9% | 158,208 | $43.6M |
| Insight Holdings Group, LLC | 2.60% | No change | 152,600 | $42.1M |
| Caisse de depot et placement du Quebec | 0.07% | Add +35.4% | 148,741 | $41.0M |
| GW&K Investment Management, LLC | 0.35% | Reduce -13.3% | 143,403 | $39.5M |
| Greenstone Partners & Co., LLC | 6.69% | Reduce -1.1% | 132,776 | $36.6M |
| Jennison Associates LLC | 0.02% | Add +38.2% | 124,582 | $34.3M |
| Marshall Wace, LLP | 0.04% | Add +108.2% | 119,544 | $33.0M |
| Ranger Investment Management, L.P. | 2.20% | Reduce -18.5% | 114,595 | $31.6M |
| Jacobs Levy Equity Management, Inc. | 0.12% | Reduce -15.1% | 111,630 | $30.8M |
| Millennium Management | 0.02% | Add +108.2% | 108,868 | $30.0M |
| Wells Fargo & Company | 0.01% | Add +5.5% | 108,334 | $29.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.1% | 94,084 | $25.9M |
| First Trust Advisors LP | 0.02% | Reduce -38.8% | 88,539 | $24.4M |
| 1832 Asset Management L.P. | 0.04% | New | 88,500 | $24.4M |
| Royal Bank of Canada | 0.00% | Reduce -13.4% | 84,072 | $23.2M |
| Janus Henderson Group PLC | 0.01% | Reduce -48.0% | 68,555 | $18.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.5% | 65,341 | $18.0M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -9.1% | 64,017 | $17.6M |
| Rhumbline Advisers | 0.01% | Reduce -2.3% | 62,536 | $17.2M |
| Nuveen, LLC | 0.00% | Add +10.9% | 57,951 | $16.0M |
| New York State Common Retirement Fund | 0.02% | Reduce -74.4% | 57,619 | $15.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -40.2% | 56,477 | $15.6M |
| EULAV Asset Management | 0.36% | No change | 55,449 | $15.3M |
| JPMorgan Chase & Co. | 0.00% | Add +10.9% | 54,343 | $15.0M |
| Blair William & Co. | 0.04% | Reduce -3.7% | 54,260 | $15.0M |
| UBS Group AG | 0.00% | Reduce -47.0% | 53,995 | $14.9M |
| Driehaus Capital Management LLC | 0.11% | New | 53,256 | $14.7M |
| Mission Wealth Management, LP | 0.28% | Add +16.7% | 49,201 | $13.6M |
| Man Group plc | 0.02% | Reduce -32.4% | 45,065 | $12.4M |
| Atika Capital Management LLC | 1.04% | No change | 44,500 | $12.3M |
| Creative Planning | 0.01% | Add +296.0% | 42,490 | $11.7M |
| Swiss National Bank | 0.01% | Reduce -0.2% | 42,400 | $11.7M |
| Bridgewater Associates | 0.04% | New | 40,594 | $11.2M |
| Watchtower Advisors, LP | 5.14% | Reduce -34.7% | 40,000 | $11.0M |
| Brown Advisory Inc. | 0.01% | Reduce -82.9% | 38,071 | $10.5M |
| Danske Bank A/S | 0.03% | Add +28568.2% | 37,842 | $10.4M |
| Nicholas Investment Partners, LP | 0.90% | Add +2.0% | 37,283 | $10.3M |
| Capital Impact Advisors, LLC | 2.18% | Add +32.6% | 35,378 | $9.8M |
| Legal & General Group Plc | 0.00% | Reduce -4.5% | 35,132 | $9.7M |
| TFJ Management, LLC | 6.32% | No change | 34,030 | $9.4M |
| Natixis Advisors, LLC | 0.01% | Add +0.1% | 33,993 | $9.4M |
| Squarepoint Ops LLC | 0.02% | Reduce -73.5% | 33,620 | $9.3M |
| Sone Capital Management, LLC | 0.76% | New | 33,138 | $9.1M |
| Verition Fund Management LLC | 0.05% | Reduce -6.5% | 32,994 | $9.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -52.2% | 32,723 | $9.0M |
| Sei Investments Co. | 0.01% | Reduce -23.9% | 32,689 | $9.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -20.2% | 31,526 | $8.9M |
| Alliancebernstein L.P. | 0.00% | Add +6.3% | 32,113 | $8.9M |
| AXA Investment Managers S.A. | 0.02% | — | 28,084 | $7.7M |
| Retirement Systems of Alabama | 0.03% | Reduce -1.8% | 27,653 | $7.6M |
| Citadel Advisors | 0.01% | Add +2944.8% | 26,977 | $7.4M |
| Jump Financial, LLC | 0.10% | New | 26,134 | $7.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | New | 30,020 | $7.2M |
| AQR Capital Management | 0.00% | Add +202.7% | 25,829 | $7.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -60.9% | 24,270 | $6.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +346.9% | 24,248 | $6.7M |
| Zevenbergen Capital Investments LLC | 0.13% | Add +19.0% | 23,800 | $6.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.0% | 23,324 | $6.4M |
| Quantinno Capital Management LP | 0.02% | Add +4.6% | 22,871 | $6.3M |
| Barclays PLC | 0.00% | Add +102.6% | 21,614 | $6.0M |
| California State Teachers Retirement System | 0.01% | Reduce -3.0% | 20,670 | $5.7M |
| Intech Investment Management LLC | 0.05% | Add +141.0% | 20,277 | $5.6M |
| Light Street Capital Management, LLC | 0.93% | New | 20,000 | $5.5M |
| Prudential Financial Inc. | 0.01% | Add +970.6% | 19,988 | $5.5M |
| Advisors Capital Management, LLC | 0.07% | Add +1.8% | 19,551 | $5.4M |
| Franklin Resources Inc. | 0.00% | Reduce -14.7% | 18,425 | $5.1M |
| Alamar Capital Management, LLC | 2.65% | Reduce -0.6% | 18,190 | $5.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +5.3% | 17,666 | $4.9M |
| Tudor Investment Corporation | 0.03% | New | 16,984 | $4.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.3% | 16,958 | $4.7M |
| Channel Wealth LLC | 1.22% | Reduce -0.1% | 16,513 | $4.6M |
| Baker Avenue Asset Management, LP | 0.11% | Reduce -1.7% | 16,151 | $4.5M |
| Citigroup Inc. | 0.00% | Add +140.3% | 15,641 | $4.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +6.8% | 14,955 | $4.1M |
"% of holder's portfolio" is APPF's weight in each manager's 13F, not the share of Appfolio Inc. Class A the manager owns.