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 |
| Kerrisdale Advisers, LLC | 2.11% | Add +14.2% | 14,778 | $4.1M |
| Two Sigma Investments, LP | 0.01% | New | 14,009 | $3.9M |
| Aquatic Capital Management LLC | 0.07% | New | 12,844 | $3.5M |
| MetLife Investment Management, LLC | 0.02% | Reduce -4.6% | 12,782 | $3.5M |
| Agf Management Ltd. | 0.01% | Reduce -16.5% | 11,955 | $3.3M |
| LPL Financial LLC | 0.00% | Add +0.5% | 11,719 | $3.2M |
| EFG Asset Management (North America) Corp. | 0.42% | Reduce -13.3% | 11,702 | $3.2M |
| Teacher Retirement System of Texas | 0.01% | Reduce -3.3% | 11,334 | $3.1M |
| Amalgamated Bank | 0.02% | Add +0.4% | 11,068 | $3.1M |
| Stifel Financial Corp. | 0.00% | Reduce -10.4% | 10,596 | $2.9M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -7.8% | 10,563 | $2.9M |
| Nisa Investment Advisors, LLC | 0.01% | Add +11.5% | 10,446 | $2.9M |
| Quantum Portfolio Management LLC | 0.82% | Add +134.6% | 10,002 | $2.8M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -3.8% | 9,881 | $2.7M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -25.9% | 9,813 | $2.7M |
| Jupiter Asset Management Ltd. | 0.02% | Reduce -66.5% | 9,650 | $2.7M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -7.6% | 9,617 | $2.7M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +16.6% | 9,579 | $2.6M |
| Horizon Investments, LLC | 0.03% | Add +929400.0% | 9,295 | $2.6M |
| Illinois Municipal Retirement Fund | 0.03% | Add +50.4% | 9,194 | $2.5M |
| Davidson Kahn Capital Management, LLC | 1.41% | Reduce -0.5% | 9,179 | $2.5M |
| New York State Teachers Retirement System | 0.00% | Add +2.2% | 9,140 | $2.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Reduce -6.2% | 9,021 | $2.5M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -17.6% | 9,005 | $2.5M |
| Vident Advisory, LLC | 0.02% | Add +166.3% | 8,571 | $2.4M |
| Wolverine Trading, LLC | 0.05% | New | 8,162 | $2.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -39.9% | 8,262 | $2.3M |
| Burney Co./ | 0.07% | Add +3.7% | 7,997 | $2.2M |
| Handelsbanken Fonder AB | 0.01% | Add +51.9% | 7,900 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -12.8% | 7,879 | $2.2M |
| King Luther Capital Management Corp. | 0.01% | No change | 7,744 | $2.1M |
| Parnassus Investments, LLC | 0.00% | Add +7.7% | 7,388 | $2.0M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.5% | 7,375 | $2.0M |
| Yousif Capital Management, LLC | 0.02% | Reduce -7.5% | 7,154 | $2.0M |
| State of Wisconsin Investment Board | 0.00% | Reduce -9.7% | 6,859 | $1.9M |
| Walleye Capital LLC | 0.02% | New | 6,852 | $1.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -38.0% | 6,825 | $1.9M |
| Comerica Bank | 0.01% | Reduce -6.5% | 6,728 | $1.9M |
| Assetmark, Inc. | 0.00% | Reduce -0.8% | 6,629 | $1.8M |
| Arizona State Retirement System | 0.01% | Reduce -0.5% | 6,457 | $1.8M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.5% | 6,400 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 6,200 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -40.0% | 6,098 | $1.7M |
| Evanson Asset Management, LLC | 0.09% | No change | 6,000 | $1.7M |
| Zions Bancorporation, National Association | 0.08% | Reduce -13.2% | 5,870 | $1.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.9% | 5,870 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -1.6% | 5,546 | $1.5M |
| M&T Bank Corp | 0.01% | Reduce -5.6% | 5,514 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | New | 5,490 | $1.5M |
| State of Michigan Retirement System | 0.01% | Reduce -1.8% | 5,400 | $1.5M |
| South Dakota Investment Council | 0.03% | Add +23.3% | 5,300 | $1.5M |
| SG Americas Securities, LLC | 0.01% | Reduce -74.1% | 5,269 | $1.5M |
| Highland Capital Management, LLC | 0.07% | New | 5,204 | $1.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.9% | 5,098 | $1.4M |
| KLP Kapitalforvaltning As | 0.01% | Add +6.4% | 5,000 | $1.4M |
| New Age Alpha Advisors, LLC | 0.06% | Reduce -2.9% | 4,992 | $1.4M |
| First Citizens Bank & Trust Co. | 0.03% | Add +9.3% | 4,978 | $1.4M |
| Xponance LLC | 0.01% | Add +3.8% | 4,848 | $1.3M |
| Legato Capital Management LLC | 0.14% | No change | 4,752 | $1.3M |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -4.1% | 4,706 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -2.6% | 4,614 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -20.7% | 4,465 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -41.8% | 4,463 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -4.2% | 4,287 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | No change | 4,200 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.2% | 4,157 | $1.1M |
| Edgestream Partners, L.P. | 0.03% | Add +53.3% | 4,059 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +5.2% | 4,029 | $1.1M |
| Martingale Asset Management L P | 0.03% | Reduce -60.5% | 3,982 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +1.1% | 3,928 | $1.1M |
| Verdence Capital Advisors LLC | 0.06% | Add +4.8% | 4,395 | $1.1M |
| Barrier Capital Management, LLC | 0.79% | New | 3,883 | $1.1M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -7.9% | 3,871 | $1.1M |
| Alpha Wealth Funds, LLC | 0.87% | Add +14.7% | 3,900 | $1.1M |
| Azzad Asset Management Inc. | 0.10% | Reduce -76.0% | 3,825 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +55.2% | 4,390 | $1.1M |
| Gotham Asset Management | 0.00% | Add +91.7% | 3,582 | $987K |
| State of Alaska, Department of Revenue | 0.01% | Add +37.6% | 3,570 | $983K |
| &partners | 0.01% | Add +10.5% | 3,524 | $971K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +38.3% | 3,303 | $911K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -5.6% | 3,176 | $875K |
| Norden Group LLC | 0.09% | Reduce -16.5% | 3,174 | $875K |
| Virtue Capital Management, LLC | 0.14% | New | 28,667 | $852K |
| Pacer Advisors, Inc. | 0.00% | New | 3,030 | $835K |
| Bank of Montreal | 0.00% | Reduce -6.3% | 3,009 | $829K |
| Element Squared LLC | 0.46% | New | 2,939 | $810K |
| LVZ, Inc. | 0.09% | Add +17.6% | 2,871 | $791K |
| Allianz Asset Management GmbH | 0.00% | Reduce -3.4% | 2,827 | $779K |
| Picton Mahoney Asset Management | 0.01% | New | 2,814 | $775K |
| Versor Investments LP | 0.14% | Reduce -45.2% | 2,801 | $772K |
| DGS Capital Management, LLC | 0.14% | Reduce -9.7% | 2,742 | $756K |
| Lazard Asset Management LLC | 0.00% | Add +12.8% | 2,735 | $754K |
| Blueshift Asset Management, LLC | 0.23% | New | 2,733 | $753K |
| Ami Asset Management Corp. | 0.04% | Reduce -0.3% | 2,711 | $747K |
| Cetera Investment Advisers | 0.00% | Add +21.1% | 2,692 | $742K |
| PNC Financial Services Group, Inc. | 0.00% | Add +21.4% | 2,673 | $737K |
| Deutsche Bank AG | 0.00% | Add +45.0% | 2,657 | $732K |
| Portside Wealth Group, LLC | 0.10% | Reduce -30.8% | 2,648 | $730K |
| Curbstone Financial Management Corp | 0.14% | Reduce -17.5% | 2,550 | $703K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.4% | 2,469 | $681K |
| Bessemer Group Inc. | 0.00% | Add +9.8% | 2,418 | $668K |
| BNP Paribas Financial Markets | 0.00% | Add +12.2% | 2,398 | $661K |
| Voya Investment Management LLC | 0.00% | Reduce -75.1% | 2,380 | $656K |
| Grandeur Peak Global Advisors, LLC | 0.09% | Add +12.3% | 2,364 | $652K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,354 | $649K |
| Los Angeles Capital Management LLC | 0.00% | New | 2,293 | $632K |
| Global Endowment Management, LP | 0.08% | Add +3.8% | 2,277 | $628K |
| New York Life Investment Management LLC | 0.01% | Reduce -3.4% | 2,266 | $625K |
| Graham Capital Management, L.P. | 0.03% | Reduce -58.7% | 2,264 | $624K |
| Bryce Point Capital, LLC | 0.76% | Add +3.6% | 2,257 | $622K |
| American Century Companies Inc. | 0.00% | Reduce -49.6% | 2,252 | $621K |
| US Bancorp \de | 0.00% | Add +10.6% | 2,236 | $616K |
| HighTower Advisors, LLC | 0.00% | Reduce -13.4% | 2,209 | $609K |
| Walleye Trading LLC | 0.01% | New | 2,161 | $596K |
| Federated Hermes, Inc. | 0.00% | Add +26.3% | 2,128 | $586K |
| Algert Global LLC | 0.01% | New | 2,120 | $584K |
| Captrust Financial Advisors | 0.00% | Add +28.0% | 2,093 | $577K |
| Unique Wealth Strategies, LLC | 0.22% | Reduce -25.9% | 2,054 | $566K |
| Banque Pictet & Cie SA | 0.01% | Reduce -0.5% | 1,974 | $544K |
| Commerce Bank | 0.00% | Reduce -5.1% | 1,940 | $535K |
| HSBC Holdings PLC | 0.00% | New | 1,923 | $533K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -4.6% | 1,903 | $525K |
| National Philanthropic Trust | 0.01% | Reduce -50.0% | 1,850 | $510K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +80.3% | 1,821 | $502K |
| Guggenheim Capital LLC | 0.00% | Reduce -0.5% | 1,784 | $492K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -51.8% | 1,776 | $490K |
| Aviva PLC | 0.00% | Reduce -19.7% | 1,728 | $476K |
| Moody Aldrich Partners LLC | 0.09% | Reduce -0.3% | 1,706 | $470K |
| Securian Asset Management, Inc. | 0.01% | Reduce -5.6% | 1,689 | $466K |
| Alps Advisors Inc. | 0.00% | Reduce -1.5% | 1,655 | $456K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 1,649 | $455K |
| AlphaQuest LLC | 0.03% | Add +14.9% | 1,618 | $446K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,523 | $428K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.8% | 1,539 | $424K |
| Linden Thomas Advisory Services, LLC | 0.04% | Add +3.1% | 1,515 | $418K |
| HMS Capital Management, LLC | 0.17% | Reduce -2.2% | 1,504 | $415K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +21100.0% | 1,484 | $409K |
| Bayforest Capital Ltd | 0.19% | Add +70.1% | 1,478 | $407K |
| Fiduciary Trust Co | 0.00% | No change | 1,470 | $405K |
| Capstone Investment Advisors, LLC | 0.00% | Add +42.2% | 1,466 | $404K |
| MML Investors Services, LLC | 0.00% | Reduce -2.6% | 1,461 | $403K |
| Burns Matteson Capital Management, LLC | 0.17% | Add +1.1% | 1,457 | $402K |
| Janney Montgomery Scott LLC | 0.00% | Add +28.0% | 1,452 | $400K |
| Tidal Investments LLC | 0.00% | New | 1,444 | $398K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -6.3% | 1,489 | $391K |
| Bank of Nova Scotia | 0.00% | Reduce -16.5% | 1,412 | $389K |
| Summit Trail Advisors, LLC | 0.01% | Add +8.2% | 1,395 | $385K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -8.2% | 1,386 | $382K |
| Cerity Partners LLC | 0.00% | Add +2.3% | 1,373 | $378K |
| Independent Advisor Alliance | 0.01% | Reduce -18.1% | 1,330 | $367K |
| Quantbot Technologies LP | 0.01% | New | 1,301 | $359K |
| First Bank & Trust | 0.06% | Reduce -0.5% | 1,300 | $358K |
| Alliance Wealth Advisors, LLC | 0.08% | Reduce -20.4% | 1,294 | $357K |
| SummitTX Capital, L.P. | 0.01% | New | 1,275 | $351K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -0.9% | 1,367 | $351K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.8% | 1,263 | $348K |
| Park Avenue Securities LLC | 0.00% | Add +1.0% | 1,264 | $348K |
| Bokf, NA | 0.01% | Reduce -10.4% | 1,254 | $346K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +110.0% | 1,233 | $340K |
| Pathstone Holdings, LLC | 0.00% | New | 1,207 | $333K |
| Cullinan Associates Inc. | 0.02% | No change | 1,200 | $331K |
| State of Wyoming | 0.04% | Add +7.4% | 1,196 | $330K |
| Fox Run Management, L.L.C. | 0.05% | New | 1,184 | $326K |
| Engineers Gate Manager LP | 0.00% | Reduce -9.1% | 1,167 | $322K |
| Utah Retirement Systems | 0.00% | No change | 1,162 | $320K |
| Cwm, LLC | 0.00% | Add +62.9% | 1,158 | $319K |
| Freestone Grove Partners LP | 0.00% | No change | 1,130 | $311K |
| Somerset Trust Co | 0.09% | Add +0.9% | 1,115 | $307K |
| Lewis Asset Management, LLC | 0.13% | Add +0.7% | 1,113 | $307K |
| Strategic Advocates LLC | 0.08% | Add +2.2% | 1,112 | $307K |
| Mutual Advisors, LLC | 0.01% | No change | 1,268 | $304K |
| First Foundation Advisors | 0.01% | No change | 1,098 | $303K |
| Inspire Investing, LLC | 0.03% | Reduce -12.0% | 1,088 | $300K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,059 | $292K |
| Motley Fool Asset Management LLC | 0.01% | Add +0.9% | 1,058 | $292K |
| Covestor Ltd | 0.16% | Reduce -4.8% | 1,040 | $286K |
| denkapparat Operations GmbH | 0.18% | No change | 1,036 | $286K |
| Jain Global LLC | 0.00% | New | 1,030 | $284K |
| Swiss Life Asset Management Ltd | 0.00% | New | 1,001 | $276K |
| Navellier & Associates Inc. | 0.03% | No change | 1,000 | $276K |
| SteelPeak Wealth, LLC | 0.01% | No change | 1,000 | $276K |
| Davis R M Inc. | 0.00% | No change | 1,000 | $276K |
| ProShare Advisors LLC | 0.00% | Reduce -7.8% | 994 | $274K |
| Coldstream Capital Management Inc. | 0.00% | New | 966 | $266K |
| Arlington Financial Advisors, LLC | 0.04% | No change | 952 | $262K |
| Baker Tilly Wealth Management, LLC | 0.06% | New | 951 | $262K |
| Parallel Advisors, LLC | 0.00% | Add +3.2% | 941 | $259K |
| Saranac Partners Ltd | 0.05% | New | 920 | $254K |
| Kensington Investment Counsel, LLC | 0.10% | No change | 900 | $248K |
| Two Sigma Advisers, LP | 0.00% | New | 886 | $244K |
| Cache Advisors, LLC | 0.04% | No change | 883 | $243K |
| Brendel Financial Advisors LLC | 0.12% | New | 873 | $241K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.2% | 858 | $237K |
| Belpointe Asset Management LLC | 0.01% | New | 840 | $232K |
| Shelton Capital Management | 0.00% | New | 824 | $227K |
| Callan Family Office, LLC | 0.01% | Reduce -70.2% | 810 | $223K |
| Quadrant Capital Group LLC | 0.01% | New | 802 | $221K |
| Beirne Wealth Consulting Services, LLC | 0.05% | New | 794 | $219K |
| NFSG Corp | 0.03% | New | 786 | $217K |
| Corient Private Wealth LP | 0.00% | New | 775 | $214K |
| Mechanics Bank Trust Department | 0.03% | New | 761 | $210K |
| Papamarkou Wellner Asset Management inc. | 0.13% | New | 760 | $210K |
| Polen Capital Management LLC | 0.00% | New | 753 | $208K |
| XTX Topco Ltd | 0.01% | Reduce -87.8% | 750 | $207K |
| OneDigital Investment Advisors LLC | 0.00% | New | 742 | $205K |
| Virtus Advisers, LLC | 0.11% | New | 740 | $204K |
| Osaic Holdings, Inc. | 0.00% | Add +14.5% | 633 | $175K |
| IFP Advisors, Inc | 0.00% | Add +33.6% | 628 | $173K |
| Exchange Traded Concepts, LLC | 0.00% | Add +21.4% | 607 | $167K |
| St Germain D J Co. Inc. | 0.01% | Reduce -19.1% | 588 | $162K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -6.7% | 567 | $160K |
| KBC Group NV | 0.00% | No change | 579 | $160K |
| Vestcor Inc | 0.00% | New | 553 | $152K |
| Principal Securities, Inc. | 0.00% | Add +34.8% | 527 | $145K |
| STRS Ohio | 0.00% | Add +0.2% | 526 | $145K |
| Blue Trust, Inc. | 0.00% | Add +88.3% | 482 | $133K |
| GAMMA Investing LLC | 0.01% | Add +44.1% | 474 | $131K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 467 | $129K |
| Jones Financial Companies LLLP | 0.00% | Add +14.7% | 454 | $126K |
| Advisors Asset Management, Inc. | 0.00% | Add +6.0% | 445 | $123K |
| Simplex Trading, LLC | 0.00% | New | 434 | $119K |
| Reyes Financial Architecture, Inc. | 0.07% | Reduce -7.2% | 388 | $107K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +287.8% | 349 | $96K |
| Huntington National Bank | 0.00% | Add +69.0% | 338 | $93K |
| UMB Bank, n.a. | 0.00% | Add +3.8% | 300 | $83K |
| Canada Pension Plan Investment Board | 0.00% | New | 300 | $83K |
| Signaturefd, LLC | 0.00% | Add +33.7% | 258 | $71K |
| Fifth Third Bancorp | 0.00% | Add +59.0% | 256 | $71K |
| Harvest Fund Management Co., Ltd | 0.00% | New | 250 | $69K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | No change | 225 | $62K |
| Clearstead Advisors, LLC | 0.00% | Reduce -14.2% | 212 | $58K |
| Employees Retirement System of Texas | 0.00% | New | 212 | $58K |
| Advisory Services Network, LLC | 0.00% | New | 200 | $55K |
| Arax Advisory Partners | 0.00% | Add +650.0% | 195 | $54K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +48.8% | 192 | $53K |
| Farther Finance Advisors, LLC | 0.00% | Add +2200.0% | 184 | $51K |
| Summit Securities Group LLC | 0.02% | New | 173 | $48K |
| Allworth Financial LP | 0.00% | Add +28.8% | 170 | $47K |
| Versant Capital Management, Inc | 0.01% | Add +4.2% | 150 | $41K |
| Hantz Financial Services, Inc. | 0.00% | Add +373.3% | 142 | $39K |
| First Horizon Corp. | 0.00% | — | 141 | $39K |
| TD Private Client Wealth LLC | 0.00% | Add +2116.7% | 133 | $37K |
| Root Financial Partners, LLC | 0.00% | New | 114 | $31K |
| iSAM Funds (UK) Ltd | 0.01% | Reduce -96.2% | 90 | $25K |
| Wealthspire Advisors, LLC | 0.00% | New | 79 | $22K |
| Tidemark, LLC | 0.01% | Reduce -36.7% | 76 | $21K |
| Rockefeller Capital Management L.P. | 0.00% | New | 58 | $16K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 56 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +66.7% | 55 | $15K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 51 | $14K |
| MAI Capital Management | 0.00% | No change | 50 | $14K |
| Global Retirement Partners, LLC | 0.00% | Reduce -3.9% | 49 | $14K |
| Rise Advisors, LLC | 0.00% | No change | 48 | $13K |
| Park Place Capital Corp | 0.00% | No change | 48 | $13K |
| Optiver Holding B.V. | 0.00% | Add +126.3% | 43 | $12K |
| Wolff Wiese Magana LLC | 0.01% | No change | 42 | $12K |
| Bell Investment Advisors, Inc | 0.00% | No change | 42 | $12K |
| CI Investments Inc. | 0.00% | Reduce -5.1% | 37 | $10K |
| CoreCap Advisors, LLC | 0.00% | No change | 35 | $10K |
| Sterling Capital Management LLC | 0.00% | Add +3.1% | 33 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 26 | $7K |
| Mather Group, Llc. | 0.00% | New | 24 | $7K |
| Asset Dedication, LLC | 0.00% | No change | 23 | $6K |
| JPL Wealth Management, LLC | 0.00% | New | 22 | $6K |
| Quent Capital, LLC | 0.00% | New | 22 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +4.8% | 22 | $6K |
| Parkside Financial Bank & Trust | 0.00% | Add +53.9% | 20 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +17.6% | 20 | $6K |
| Johnson Financial Group, Inc. | 0.00% | New | 19 | $5K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -59.1% | 18 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Add +5.9% | 18 | $5K |
| Globeflex Capital L P | 0.00% | No change | 17 | $5K |
| Bogart Wealth, LLC | 0.00% | Add +13.3% | 17 | $5K |
| North Capital, Inc. | 0.00% | Add +7.1% | 15 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 15 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 15 | $4K |
| Altshuler Shaham Ltd | 0.00% | New | 15 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 12 | $3K |
| Hemington Wealth Management | 0.00% | Add +10.0% | 11 | $3K |
| T. Rowe Price Investment Management, Inc. | 0.00% | New | 10 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 12 | $3K |
| Anfield Capital Management, LLC | 0.00% | No change | 9 | $2K |
| Clearstead Trust, LLC | 0.00% | No change | 9 | $2K |
| Marquette Asset Management, LLC | 0.00% | New | 8 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 8 | $2K |
| Bare Financial Services, Inc | 0.00% | Add +40.0% | 7 | $2K |
| Larson Financial Group LLC | 0.00% | Add +250.0% | 7 | $2K |
| Rothschild Investment LLC | 0.00% | New | 6 | $2K |
| Private Trust Co. NA | 0.00% | No change | 6 | $2K |
| Turning Point Benefit Group, Inc. | 0.00% | New | 5 | $1K |
| Spire Wealth Management | 0.00% | No change | 4 | $1K |
| Abound Wealth Management | 0.00% | No change | 4 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 4 | $1K |
| Bellevue Asset Management, LLC | 0.00% | New | 4 | $1K |
| True Wealth Design, LLC | 0.00% | No change | 3 | $827 |
| Tortoise Investment Management, LLC | 0.00% | Add +200.0% | 3 | $827 |
| SouthState Bank Corp | 0.00% | No change | 3 | $827 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 2 | $552 |
| WPG Advisers, LLC | 0.00% | No change | 2 | $551 |
| PEAK6 LLC | 0.00% | New | 2 | $546 |
| Cromwell Holdings LLC | 0.00% | No change | 1 | $276 |
| Rakuten Securities, Inc. | 0.00% | No change | 1 | $276 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $276 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -50.0% | 1 | $276 |
| Essential Partners LLC | 0.00% | No change | 1 | $276 |
| CIBC Private Wealth Group LLC | 0.00% | New | 1 | $276 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $276 |
| AdvisorNet Financial, Inc | 0.00% | No change | 1 | $276 |
| SJS Investment Consulting Inc. | 0.00% | No change | 1 | $276 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $275 |
| Cloud Capital Management, LLC | 0.00% | New | 2 | $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.