Appfolio Inc. Class AAPPF
13F holders, Q4 2025 (December 31)404holders −7
46new positions
63sold out
7famous investors
$232.67avg. 13F price*
At the end of Q4 2025, 404 institutions reported holding Appfolio Inc. Class A (APPF) in their 13F filings, down 7 from Q3 2025. 46 opened new positions and 63 sold out. The largest holders were Vanguard Group Inc. ($595.7M), BlackRock, Inc. ($551.0M) and Principal Financial Group Inc. ($289.9M). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Appfolio Inc. Class A
- CUSIP
- 03783C100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $67.1M |
| Exits | 63 | $99.1M |
All 13F filers, Q3 2025 → Q4 2025: 2,664,266 shares bought and 1,808,814 shares sold, net +855,452 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 404 holders
| Vanguard Group Inc. | 0.01% | Add +4.1% | 2,560,460 | $595.7M |
| BlackRock, Inc. | 0.01% | Reduce -1.9% | 2,368,348 | $551.0M |
| Principal Financial Group Inc. | 0.15% | Add +6.8% | 1,245,949 | $289.9M |
| Ashe Capital Management, LP | 24.30% | Reduce -19.0% | 1,077,915 | $250.8M |
| State Street Corp. | 0.01% | Add +1.1% | 685,656 | $159.5M |
| T. Rowe Price Associates Inc. | 0.02% | Add +17.2% | 669,317 | $155.7M |
| William Blair Investment Management, LLC | 0.41% | Add +15.6% | 638,241 | $148.5M |
| Nellore Capital Management LLC | 13.80% | Add +11.5% | 529,696 | $123.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.33% | Reduce -15.4% | 520,509 | $121.1M |
| Geode Capital Management, LLC | 0.01% | Add +2.5% | 472,491 | $109.9M |
| Gilder Gagnon Howe & Co. LLC | 1.03% | Reduce -19.0% | 419,431 | $97.6M |
| Invesco Ltd. | 0.01% | Add +5.2% | 416,260 | $96.8M |
| DF Dent & Co. Inc. | 1.34% | Reduce -6.1% | 401,494 | $93.4M |
| Long Walk Management LP | 19.76% | Add +32.3% | 381,750 | $88.8M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +13.8% | 361,101 | $84.0M |
| Citadel Advisors | 0.06% | Add +1230.5% | 358,915 | $83.5M |
| Caledonia (Private) Investments Pty Ltd | 1.48% | Add +45.9% | 332,635 | $77.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +3.0% | 287,027 | $66.8M |
| Bank of America Corp. | 0.00% | Add +46.3% | 283,962 | $66.1M |
| Millennium Management | 0.05% | Add +158.6% | 281,495 | $65.5M |
| Morgan Stanley | 0.00% | Add +12.8% | 275,549 | $64.1M |
| FMR LLC | 0.00% | Reduce -47.5% | 259,656 | $60.4M |
| Fiera Capital Corp | 0.16% | Add +30.9% | 213,151 | $49.6M |
| Northern Trust Corp. | 0.01% | Reduce -13.7% | 212,285 | $49.4M |
| Hudson Way Capital Management LLC | 3.75% | Add +4.8% | 202,853 | $47.2M |
| Greenstone Partners & Co., LLC | 8.48% | Add +41.3% | 187,609 | $43.6M |
| Jacobs Levy Equity Management, Inc. | 0.17% | Add +67.0% | 186,393 | $43.4M |
| First Trust Advisors LP | 0.03% | Add +106.2% | 182,591 | $42.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.3% | 179,159 | $41.7M |
| Marshall Wace, LLP | 0.04% | Add +42.1% | 169,929 | $39.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.1% | 154,947 | $36.0M |
| Brown Capital Management LLC | 2.90% | Reduce -55.5% | 152,123 | $35.4M |
| GW&K Investment Management, LLC | 0.30% | Add +4.0% | 149,087 | $34.7M |
| Renaissance Technologies | 0.05% | Reduce -10.9% | 146,520 | $34.1M |
| Caisse de depot et placement du Quebec | 0.06% | Reduce -6.1% | 139,629 | $32.5M |
| Jennison Associates LLC | 0.02% | Add +3.9% | 129,401 | $30.1M |
| Capital Impact Advisors, LLC | 2.34% | Add +262.7% | 128,314 | $29.9M |
| Ranger Investment Management, L.P. | 1.82% | Reduce -0.3% | 114,290 | $26.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +263.4% | 109,089 | $25.6M |
| Two Sigma Investments, LP | 0.04% | Add +612.9% | 99,876 | $23.2M |
| Wells Fargo & Company | 0.00% | Reduce -8.1% | 99,518 | $23.2M |
| Raymond James Financial Inc. | 0.01% | Add +4.1% | 97,919 | $23.0M |
| Norges Bank | 0.00% | — | 97,976 | $22.8M |
| Russell Investments Group, Ltd. | 0.02% | Add +33.7% | 85,613 | $19.9M |
| JPMorgan Chase & Co. | 0.00% | Add +48.4% | 80,657 | $18.8M |
| Sone Capital Management, LLC | 1.22% | Add +94.8% | 64,542 | $15.0M |
| Loomis Sayles & Co. L P | 0.02% | New | 63,940 | $14.9M |
| Nuveen, LLC | 0.00% | Add +7.8% | 62,479 | $14.5M |
| Rhumbline Advisers | 0.01% | Reduce -2.6% | 60,879 | $14.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.2% | 60,646 | $14.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.3% | 57,767 | $13.4M |
| New York State Common Retirement Fund | 0.02% | No change | 57,619 | $13.4M |
| EULAV Asset Management | 0.34% | No change | 55,449 | $12.9M |
| Blair William & Co. | 0.03% | Reduce -1.2% | 53,626 | $12.5M |
| Rockefeller Capital Management L.P. | 0.02% | Add +90272.4% | 52,416 | $12.2M |
| Tidal Investments LLC | 0.05% | Add +3138.0% | 46,757 | $10.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +37.4% | 44,958 | $10.5M |
| LPL Financial LLC | 0.00% | Add +280.5% | 44,594 | $10.4M |
| Insight Holdings Group, LLC | 0.78% | Reduce -70.8% | 44,550 | $10.4M |
| Atika Capital Management LLC | 1.44% | No change | 44,500 | $10.4M |
| Royal Bank of Canada | 0.00% | Reduce -47.8% | 43,884 | $10.2M |
| Swiss National Bank | 0.01% | Add +1.0% | 42,840 | $10.0M |
| Bridgewater Associates | 0.04% | Add +4.5% | 42,436 | $9.9M |
| Quantinno Capital Management LP | 0.02% | Add +80.2% | 41,216 | $9.6M |
| Creative Planning | 0.01% | Reduce -3.5% | 41,004 | $9.5M |
| Sei Investments Co. | 0.01% | Add +22.4% | 40,007 | $9.3M |
| UBS Group AG | 0.00% | Reduce -26.0% | 39,965 | $9.3M |
| Nicholas Investment Partners, LP | 0.76% | Add +6.2% | 39,591 | $9.2M |
| Mission Wealth Management, LP | 0.19% | Reduce -20.5% | 39,107 | $9.1M |
| Nordea Investment Management AB | 0.01% | New | 37,558 | $8.8M |
| Verition Fund Management LLC | 0.05% | Add +14.1% | 37,651 | $8.8M |
| Squarepoint Ops LLC | 0.02% | Add +11.8% | 37,601 | $8.7M |
| Edgestream Partners, L.P. | 0.24% | Add +806.1% | 36,779 | $8.6M |
| TFJ Management, LLC | 6.06% | Add +6.3% | 36,166 | $8.4M |
| Quantum Capital Management, LLC / NJ | 0.93% | New | 34,366 | $8.0M |
| Legal & General Group Plc | 0.00% | Reduce -4.8% | 33,432 | $7.8M |
| Natixis Advisors, LLC | 0.01% | Reduce -4.9% | 32,325 | $7.5M |
| Man Group plc | 0.01% | Reduce -28.9% | 32,038 | $7.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +30.5% | 31,646 | $7.4M |
| AQR Capital Management | 0.00% | Add +17.3% | 30,300 | $7.0M |
| Barclays PLC | 0.00% | Add +38.0% | 29,821 | $6.9M |
| Retirement Systems of Alabama | 0.02% | Add +0.1% | 27,692 | $6.4M |
| Panagora Asset Management Inc. | 0.02% | New | 27,288 | $6.3M |
| Two Sigma Advisers, LP | 0.01% | Add +2902.9% | 26,606 | $6.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -18.8% | 25,594 | $6.0M |
| Balyasny Asset Management L.P. | 0.01% | New | 25,456 | $5.9M |
| Crosslink Capital Inc. | 0.45% | New | 25,025 | $5.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -23.2% | 24,670 | $5.7M |
| Zevenbergen Capital Investments LLC | 0.12% | No change | 23,800 | $5.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.5% | 22,737 | $5.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -7.5% | 22,448 | $5.2M |
| California State Teachers Retirement System | 0.00% | Reduce -0.1% | 20,651 | $4.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -71.0% | 19,872 | $4.6M |
| KCM Investment Advisors LLC | 0.15% | New | 19,686 | $4.6M |
| Franklin Resources Inc. | 0.00% | Add +6.6% | 19,634 | $4.6M |
| Advisors Capital Management, LLC | 0.05% | Reduce -1.4% | 19,285 | $4.5M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +2.6% | 18,126 | $4.2M |
| Alamar Capital Management, LLC | 2.19% | Reduce -6.2% | 17,065 | $4.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.6% | 16,687 | $3.9M |
| Channel Wealth LLC | 0.97% | Reduce -0.1% | 16,488 | $3.8M |
"% of holder's portfolio" is APPF's weight in each manager's 13F, not the share of Appfolio Inc. Class A the manager owns.