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 |
| Kerrisdale Advisers, LLC | 1.76% | Add +8.4% | 16,016 | $3.7M |
| Baker Avenue Asset Management, LP | 0.08% | Reduce -5.1% | 15,330 | $3.6M |
| EFG International AG | 0.06% | — | 14,145 | $3.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -5.4% | 14,149 | $3.3M |
| Citigroup Inc. | 0.00% | Reduce -15.5% | 13,212 | $3.1M |
| Agf Management Ltd. | 0.01% | Add +8.1% | 12,920 | $3.0M |
| Teacher Retirement System of Texas | 0.01% | Add +12.0% | 12,695 | $3.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.6% | 12,317 | $2.9M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Add +644.0% | 12,268 | $2.9M |
| Commerce Bank | 0.01% | Add +492.4% | 11,493 | $2.7M |
| BNP Paribas Financial Markets | 0.00% | Add +372.8% | 11,337 | $2.6M |
| Illinois Municipal Retirement Fund | 0.03% | Add +21.4% | 11,166 | $2.6M |
| Amalgamated Bank | 0.02% | Reduce -1.1% | 10,943 | $2.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +15.6% | 10,431 | $2.4M |
| Jupiter Asset Management Ltd. | 0.02% | Add +6.8% | 10,309 | $2.4M |
| Johnson Investment Counsel Inc. | 0.02% | No change | 9,813 | $2.3M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -9.1% | 9,602 | $2.2M |
| Prudential Financial Inc. | 0.00% | Reduce -52.8% | 9,439 | $2.2M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -1.3% | 9,459 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +20.0% | 9,457 | $2.2M |
| New York State Teachers Retirement System | 0.00% | Add +2.2% | 9,340 | $2.2M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -6.8% | 9,208 | $2.1M |
| King Luther Capital Management Corp. | 0.01% | Add +18.6% | 9,184 | $2.1M |
| Davidson Kahn Capital Management, LLC | 1.11% | Reduce -0.1% | 9,170 | $2.1M |
| Vident Advisory, LLC | 0.02% | Add +1.3% | 8,681 | $2.0M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -10.9% | 8,566 | $2.0M |
| Parnassus Investments, LLC | 0.01% | Add +14.2% | 8,438 | $2.0M |
| Stifel Financial Corp. | 0.00% | Reduce -20.6% | 8,414 | $2.0M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -22.2% | 8,131 | $1.9M |
| Jump Financial, LLC | 0.03% | Reduce -68.9% | 8,126 | $1.9M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.4% | 7,121 | $1.7M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -4.1% | 8,636 | $1.6M |
| Legato Capital Management LLC | 0.13% | Add +41.8% | 6,738 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +49.6% | 6,681 | $1.6M |
| Handelsbanken Fonder AB | 0.00% | Reduce -15.4% | 6,680 | $1.6M |
| Quantum Portfolio Management LLC | 0.68% | Reduce -33.6% | 6,640 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -0.7% | 7,103 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | No change | 6,400 | $1.5M |
| KLP Kapitalforvaltning As | 0.01% | Add +28.0% | 6,400 | $1.5M |
| Assetmark, Inc. | 0.00% | Reduce -6.2% | 6,221 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 6,200 | $1.4M |
| Comerica Bank | 0.01% | Reduce -8.5% | 6,159 | $1.4M |
| Arizona State Retirement System | 0.01% | Reduce -6.5% | 6,039 | $1.4M |
| Evanson Asset Management, LLC | 0.08% | No change | 6,000 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -28.9% | 5,873 | $1.4M |
| Gotham Asset Management | 0.00% | Add +61.8% | 5,794 | $1.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.6% | 5,774 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.2% | 5,615 | $1.3M |
| Quantbot Technologies LP | 0.04% | Add +327.4% | 5,560 | $1.3M |
| Zions Bancorporation, National Association | 0.06% | Reduce -5.9% | 5,524 | $1.3M |
| State of Michigan Retirement System | 0.01% | Add +1.9% | 5,500 | $1.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -20.5% | 5,423 | $1.3M |
| State of Alaska, Department of Revenue | 0.01% | Add +50.7% | 5,379 | $1.3M |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +20.6% | 5,295 | $1.2M |
| Caption Management, LLC | 0.06% | New | 5,300 | $1.2M |
| New Age Alpha Advisors, LLC | 0.05% | Add +6.2% | 5,299 | $1.2M |
| Twin Tree Management, LP | 0.13% | New | 5,244 | $1.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +1.3% | 5,162 | $1.2M |
| First Citizens Bank & Trust Co. | 0.02% | Add +2.4% | 5,095 | $1.2M |
| Quent Capital, LLC | 0.08% | Add +22763.6% | 5,030 | $1.2M |
| South Dakota Investment Council | 0.02% | Reduce -8.3% | 4,860 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +40.5% | 4,639 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.4% | 4,596 | $1.1M |
| Xponance LLC | 0.01% | Reduce -5.6% | 4,577 | $1.1M |
| Verdence Capital Advisors LLC | 0.06% | Add +0.8% | 4,431 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.7% | 4,311 | $1.0M |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -9.2% | 4,274 | $994K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -1.4% | 4,229 | $984K |
| New Mexico Educational Retirement Board | 0.03% | No change | 4,200 | $977K |
| Susquehanna International Group, LLP | 0.00% | New | 4,170 | $970K |
| Index Technologies Group LLC | 0.98% | — | 4,030 | $938K |
| Alpha Wealth Funds, LLC | 0.62% | Add +2.6% | 4,000 | $921K |
| M&T Bank Corp | 0.00% | Reduce -28.7% | 3,933 | $915K |
| Axq Capital, LP | 0.20% | New | 3,840 | $893K |
| Atria Investments, Inc | 0.01% | Reduce -5.2% | 3,820 | $889K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -3.4% | 3,739 | $870K |
| Azzad Asset Management Inc. | 0.08% | Reduce -3.0% | 3,711 | $863K |
| Martingale Asset Management L P | 0.02% | Reduce -10.3% | 3,573 | $831K |
| Los Angeles Capital Management LLC | 0.00% | Add +53.6% | 3,523 | $830K |
| Pacer Advisors, Inc. | 0.00% | Add +17.7% | 3,566 | $830K |
| Graham Capital Management, L.P. | 0.04% | Add +57.0% | 3,555 | $827K |
| Truist Financial Corp. | 0.00% | Reduce -10.9% | 3,499 | $814K |
| &partners | 0.00% | Reduce -1.6% | 3,469 | $805K |
| Pictet Asset Management Holding SA | 0.00% | Add +6.9% | 3,395 | $790K |
| LVZ, Inc. | 0.09% | Add +15.4% | 3,313 | $771K |
| SG Americas Securities, LLC | 0.00% | Reduce -37.6% | 3,287 | $765K |
| Stansberry Asset Management, LLC | 0.08% | New | 3,168 | $737K |
| Three Seasons Wealth, LLC | 0.07% | New | 3,138 | $730K |
| Entropy Technologies, LP | 0.04% | New | 3,110 | $724K |
| State of Wyoming | 0.08% | Add +157.7% | 3,082 | $717K |
| Cerity Partners LLC | 0.00% | Add +123.2% | 3,064 | $713K |
| Bank of Montreal | 0.00% | Add +0.7% | 3,029 | $705K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -32.6% | 3,006 | $699K |
| DGS Capital Management, LLC | 0.11% | Reduce -0.6% | 2,725 | $634K |
| Ami Asset Management Corp. | 0.04% | Add +0.0% | 2,712 | $631K |
| Deutsche Bank AG | 0.00% | Add +2.0% | 2,710 | $630K |
| Callan Family Office, LLC | 0.01% | Add +230.9% | 2,680 | $624K |
| Simplex Trading, LLC | 0.02% | Add +506.4% | 2,632 | $612K |
| Cetera Investment Advisers | 0.00% | Reduce -4.4% | 2,574 | $599K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.6% | 2,524 | $587K |
| Bessemer Group Inc. | 0.00% | Add +3.1% | 2,494 | $580K |
| Baird Financial Group, Inc. | 0.00% | Add +0.5% | 2,482 | $577K |
| American Century Companies Inc. | 0.00% | Add +9.0% | 2,455 | $571K |
| Neuberger Berman Group LLC | 0.00% | Reduce -60.2% | 2,427 | $565K |
| Lazard Asset Management LLC | 0.00% | Reduce -12.4% | 2,395 | $557K |
| US Bancorp \de | 0.00% | Add +5.7% | 2,363 | $550K |
| Cwm, LLC | 0.00% | Add +103.6% | 2,358 | $549K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,354 | $548K |
| XTX Topco Ltd | 0.01% | Add +211.7% | 2,338 | $544K |
| Captrust Financial Advisors | 0.00% | Add +8.5% | 2,271 | $528K |
| Lecap Asset Management Ltd. | 0.21% | New | 2,233 | $520K |
| Blueshift Asset Management, LLC | 0.15% | Reduce -19.9% | 2,188 | $509K |
| Dark Forest Capital Management LP | 0.02% | New | 2,163 | $503K |
| Voya Investment Management LLC | 0.00% | Reduce -9.5% | 2,153 | $501K |
| Mach-1 Financial Group, LLC | 0.10% | New | 2,148 | $500K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +17.9% | 2,147 | $500K |
| Caitlin John, LLC | 0.33% | New | 2,145 | $499K |
| Aviva PLC | 0.00% | Add +22.3% | 2,113 | $492K |
| Mercer Global Advisors Inc. | 0.00% | Add +66.7% | 2,105 | $490K |
| Virtue Capital Management, LLC | 0.08% | Reduce -97.3% | 788 | $487K |
| Summit Trail Advisors, LLC | 0.01% | Add +46.5% | 2,044 | $476K |
| New York Life Investment Management LLC | 0.00% | Reduce -9.8% | 2,043 | $475K |
| Grandeur Peak Global Advisors, LLC | 0.06% | Reduce -14.3% | 2,027 | $472K |
| Federated Hermes, Inc. | 0.00% | Reduce -8.9% | 1,939 | $451K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 1,903 | $443K |
| Jefferies Financial Group Inc. | 0.00% | New | 1,874 | $436K |
| Mirabella Financial Services LLP | 0.04% | New | 1,866 | $434K |
| Vestcor Inc | 0.01% | Add +234.7% | 1,851 | $431K |
| HighTower Advisors, LLC | 0.00% | Reduce -18.4% | 1,802 | $419K |
| Third View Private Wealth, LLC | 0.06% | — | 1,799 | $419K |
| Bank of Nova Scotia | 0.00% | Add +27.1% | 1,795 | $418K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +16.9% | 1,734 | $403K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,523 | $393K |
| Securian Asset Management, Inc. | 0.01% | No change | 1,689 | $393K |
| Alps Advisors Inc. | 0.00% | Add +0.5% | 1,663 | $387K |
| Amundi | 0.00% | New | 1,608 | $374K |
| Portside Wealth Group, LLC | 0.05% | Reduce -39.4% | 1,606 | $374K |
| Global Endowment Management, LP | 0.05% | Reduce -29.6% | 1,603 | $373K |
| Banque Pictet & Cie SA | 0.00% | Reduce -19.1% | 1,596 | $371K |
| Coldstream Capital Management Inc. | 0.00% | Add +65.0% | 1,594 | $371K |
| State of Wisconsin Investment Board | 0.00% | Reduce -77.4% | 1,549 | $360K |
| Guggenheim Capital LLC | 0.00% | Reduce -14.9% | 1,518 | $353K |
| Linden Thomas Advisory Services, LLC | 0.04% | Reduce -0.4% | 1,509 | $351K |
| HMS Capital Management, LLC | 0.14% | Reduce -0.7% | 1,493 | $347K |
| Norden Group LLC | 0.03% | Reduce -53.4% | 1,480 | $344K |
| Two Sigma Securities, LLC | 0.05% | New | 1,476 | $343K |
| Fiduciary Trust Co | 0.00% | Reduce -0.2% | 1,467 | $341K |
| MML Investors Services, LLC | 0.00% | Reduce -0.3% | 1,456 | $339K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.3% | 1,433 | $333K |
| Kestra Investment Management, LLC | 0.01% | New | 1,416 | $329K |
| First Bank & Trust | 0.05% | Add +8.8% | 1,414 | $329K |
| Inspire Investing, LLC | 0.03% | Add +28.7% | 1,400 | $326K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -10.1% | 1,384 | $322K |
| L2 Asset Management, LLC | 0.04% | New | 1,381 | $321K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 1,358 | $316K |
| Exchange Traded Concepts, LLC | 0.00% | Add +122.2% | 1,349 | $314K |
| EP Wealth Advisors, LLC | 0.00% | — | 1,347 | $313K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -5.1% | 1,413 | $313K |
| AlphaQuest LLC | 0.02% | Reduce -18.2% | 1,323 | $308K |
| Mutual Advisors, LLC | 0.01% | Add +1.6% | 1,288 | $300K |
| Fieldview Capital Management, LLC | 0.05% | New | 1,281 | $298K |
| Empowered Funds, LLC | 0.01% | New | 1,273 | $296K |
| Park Avenue Securities LLC | 0.00% | Reduce -2.6% | 1,231 | $286K |
| Cullinan Associates Inc. | 0.02% | No change | 1,200 | $279K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -14.5% | 1,185 | $276K |
| Somerset Trust Co | 0.08% | Add +5.5% | 1,176 | $274K |
| HSBC Holdings PLC | 0.00% | Reduce -39.5% | 1,163 | $271K |
| Utah Retirement Systems | 0.00% | No change | 1,162 | $270K |
| Burney Co./ | 0.01% | Reduce -85.7% | 1,146 | $267K |
| Cambria Investment Management, L.P. | 0.02% | New | 1,121 | $261K |
| Lewis Asset Management, LLC | 0.11% | Add +0.2% | 1,115 | $259K |
| First Foundation Advisors | 0.01% | No change | 1,098 | $255K |
| Moody Aldrich Partners LLC | 0.05% | Reduce -36.4% | 1,085 | $252K |
| Motley Fool Asset Management LLC | 0.01% | Add +1.0% | 1,069 | $249K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,059 | $246K |
| Independent Advisor Alliance | 0.01% | Reduce -21.4% | 1,045 | $243K |
| denkapparat Operations GmbH | 0.13% | No change | 1,036 | $241K |
| Bokf, NA | 0.00% | Reduce -17.4% | 1,036 | $241K |
| Penserra Capital Management LLC | 0.00% | New | 1,014 | $235K |
| Swiss Life Asset Management Ltd | 0.00% | No change | 1,001 | $233K |
| Navellier & Associates Inc. | 0.03% | No change | 1,000 | $233K |
| SteelPeak Wealth, LLC | 0.01% | No change | 1,000 | $233K |
| Davis R M Inc. | 0.00% | No change | 1,000 | $233K |
| Covestor Ltd | 0.12% | Reduce -7.6% | 961 | $224K |
| ProShare Advisors LLC | 0.00% | Reduce -3.6% | 958 | $223K |
| Arlington Financial Advisors, LLC | 0.03% | No change | 952 | $221K |
| Sanctuary Advisors, LLC | 0.00% | Add +10.0% | 944 | $220K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 936 | $218K |
| Gilbert & Cook, Inc. | 0.03% | New | 901 | $210K |
| Kensington Investment Counsel, LLC | 0.09% | No change | 900 | $209K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -27.5% | 894 | $208K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 887 | $207K |
| Cache Advisors, LLC | 0.03% | No change | 883 | $205K |
| Quadrant Capital Group LLC | 0.01% | Add +1.8% | 816 | $190K |
| Virtus Advisers, LLC | 0.08% | No change | 740 | $172K |
| Horizon Investments, LLC | 0.00% | Reduce -92.2% | 722 | $168K |
| Strategic Advocates LLC | 0.04% | Reduce -39.8% | 669 | $158K |
| IFP Advisors, Inc | 0.00% | Add +2.2% | 642 | $149K |
| Bayforest Capital Ltd | 0.10% | Reduce -59.7% | 596 | $139K |
| KBC Group NV | 0.00% | No change | 579 | $135K |
| GAMMA Investing LLC | 0.01% | Add +20.9% | 573 | $133K |
| Parallel Advisors, LLC | 0.00% | Reduce -40.3% | 562 | $131K |
| Jones Financial Companies LLLP | 0.00% | Add +17.0% | 531 | $124K |
| STRS Ohio | 0.00% | Add +0.2% | 527 | $123K |
| Farther Finance Advisors, LLC | 0.00% | Add +181.0% | 517 | $120K |
| Advisors Asset Management, Inc. | 0.00% | Add +15.3% | 513 | $119K |
| Hantz Financial Services, Inc. | 0.00% | Add +231.0% | 470 | $109K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 467 | $109K |
| Osaic Holdings, Inc. | 0.00% | Reduce -31.6% | 433 | $101K |
| Huntington National Bank | 0.00% | Add +19.5% | 404 | $94K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 349 | $81K |
| Kestra Advisory Services, LLC | 0.00% | New | 311 | $72K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +36.4% | 307 | $71K |
| UMB Bank, n.a. | 0.00% | Add +0.7% | 302 | $70K |
| Reyes Financial Architecture, Inc. | 0.04% | Reduce -26.6% | 285 | $66K |
| Blue Trust, Inc. | 0.00% | Reduce -42.5% | 277 | $64K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -13.3% | 260 | $60K |
| Arax Advisory Partners | 0.00% | Add +21.0% | 236 | $55K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +21.4% | 233 | $54K |
| Versant Capital Management, Inc | 0.01% | Add +46.7% | 220 | $51K |
| Employees Retirement System of Texas | 0.00% | No change | 212 | $49K |
| Fifth Third Bancorp | 0.00% | Reduce -24.6% | 193 | $45K |
| Signaturefd, LLC | 0.00% | Reduce -25.6% | 192 | $45K |
| TD Private Client Wealth LLC | 0.00% | Add +41.4% | 188 | $44K |
| Allworth Financial LP | 0.00% | Reduce -2.9% | 165 | $38K |
| Sterling Capital Management LLC | 0.00% | Add +375.8% | 157 | $37K |
| First Horizon Corp. | 0.00% | Add +5.0% | 148 | $34K |
| MAI Capital Management | 0.00% | Add +182.0% | 141 | $33K |
| Root Financial Partners, LLC | 0.00% | Add +2.6% | 117 | $27K |
| Clearstead Advisors, LLC | 0.00% | Reduce -46.2% | 114 | $27K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +101.8% | 111 | $26K |
| Danske Bank A/S | 0.00% | Reduce -99.7% | 100 | $23K |
| Tidemark, LLC | 0.01% | No change | 76 | $18K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 72 | $17K |
| Bell Investment Advisors, Inc | 0.00% | Add +50.0% | 63 | $15K |
| Global Retirement Partners, LLC | 0.00% | Add +26.5% | 62 | $14K |
| Parkside Financial Bank & Trust | 0.00% | Add +185.0% | 57 | $13K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 56 | $13K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -90.3% | 55 | $13K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 56 | $13K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 51 | $12K |
| Park Place Capital Corp | 0.00% | Reduce -2.1% | 47 | $11K |
| Wolff Wiese Magana LLC | 0.01% | Add +2.4% | 43 | $10K |
| HM Payson & Co. | 0.00% | New | 39 | $9K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3200.0% | 33 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +31.8% | 29 | $7K |
| Chesapeake Asset Management LLC | 0.01% | New | 28 | $7K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 28 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 26 | $6K |
| American National Bank & Trust | 0.00% | New | 26 | $6K |
| Rachor Investment Advisory Services, LLC | 0.00% | — | 25 | $6K |
| Acumen Wealth Advisors, LLC | 0.00% | — | 25 | $6K |
| Asset Dedication, LLC | 0.00% | No change | 23 | $5K |
| SageView Advisory Group, LLC | 0.00% | New | 20 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Add +11.1% | 20 | $5K |
| Johnson Financial Group, Inc. | 0.00% | No change | 19 | $4K |
| Essential Partners LLC | 0.00% | Add +1800.0% | 19 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +26.7% | 19 | $4K |
| Optiver Holding B.V. | 0.00% | Reduce -58.1% | 18 | $4K |
| Marquette Asset Management, LLC | 0.00% | Add +112.5% | 17 | $4K |
| Rothschild Investment LLC | 0.00% | Add +183.3% | 17 | $4K |
| Altshuler Shaham Ltd | 0.00% | Add +13.3% | 17 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 15 | $3K |
| Bogart Wealth, LLC | 0.00% | Reduce -11.8% | 15 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | Add +8.3% | 13 | $3K |
| Motiv8 Investments LLC | 0.00% | New | 13 | $3K |
| T. Rowe Price Investment Management, Inc. | 0.00% | No change | 10 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 12 | $3K |
| Kingdom Financial Group LLC. | 0.00% | New | 12 | $3K |
| Golden State Wealth Management, LLC | 0.00% | New | 12 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 11 | $3K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -44.4% | 10 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 9 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +125.0% | 9 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 8 | $2K |
| Signature Equity Partners, LLC | 0.00% | — | 7 | $2K |
| Private Trust Co. NA | 0.00% | No change | 6 | $1K |
| CoreCap Advisors, LLC | 0.00% | Reduce -82.9% | 6 | $1K |
| Advocate Investing Services LLC | 0.00% | — | 5 | $1K |
| Toronto Dominion Bank | 0.00% | New | 5 | $1K |
| Spire Wealth Management | 0.00% | No change | 4 | $1K |
| True Wealth Design, LLC | 0.00% | Add +33.3% | 4 | $931 |
| Abound Wealth Management | 0.00% | No change | 4 | $931 |
| Sunbelt Securities, Inc. | 0.00% | New | 4 | $931 |
| Cornerstone Financial Management LLC | 0.00% | — | 3 | $698 |
| SouthState Bank Corp | 0.00% | No change | 3 | $698 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 2 | $466 |
| WPG Advisers, LLC | 0.00% | No change | 2 | $465 |
| Rakuten Securities, Inc. | 0.00% | Add +100.0% | 2 | $465 |
| Optima Capital LLC | 0.00% | New | 2 | $465 |
| Activest Wealth Management | 0.00% | New | 2 | $465 |
| Rossby Financial, LCC | 0.00% | New | 2 | $465 |
| Larson Financial Group LLC | 0.00% | Reduce -71.4% | 2 | $465 |
| Cromwell Holdings LLC | 0.00% | No change | 1 | $233 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $233 |
| HFM Investment Advisors, LLC | 0.00% | No change | 1 | $233 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $233 |
| AdvisorNet Financial, Inc | 0.00% | No change | 1 | $233 |
| SHP Wealth Management | 0.00% | — | 1 | $233 |
| SJS Investment Consulting Inc. | 0.00% | No change | 1 | $233 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $232 |
| Turning Point Benefit Group, Inc. | 0.00% | Reduce -80.0% | 1 | $232 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $124 |
"% of holder's portfolio" is APPF's weight in each manager's 13F, not the share of Appfolio Inc. Class A the manager owns.