Appfolio Inc. Class AAPPF
13F holders, Q1 2026 (March 31)399holders −5
69new positions
72sold out
8famous investors
$157.86avg. 13F price*
At the end of Q1 2026, 399 institutions reported holding Appfolio Inc. Class A (APPF) in their 13F filings, down 5 from Q4 2025. 69 opened new positions and 72 sold out. The largest holders were BlackRock, Inc. ($402.0M), Principal Financial Group Inc. ($237.7M) and Vanguard Portfolio Management LLC ($234.4M). 8 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 Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Appfolio Inc. Class A
- CUSIP
- 03783C100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $170.1M |
| Exits | 72 | $130.6M |
All 13F filers, Q4 2025 → Q1 2026: 3,339,949 shares bought and 2,712,378 shares sold, net +627,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 399 holders
| BlackRock, Inc. | 0.01% | Add +7.5% | 2,547,098 | $402.0M |
| Principal Financial Group Inc. | 0.13% | Add +20.9% | 1,505,882 | $237.7M |
| Vanguard Portfolio Management LLC | 0.01% | — | 1,485,373 | $234.4M |
| Vanguard Capital Management LLC | 0.00% | — | 1,047,945 | $165.4M |
| Ashe Capital Management, LP | 20.74% | Reduce -2.8% | 1,047,915 | $165.4M |
| State Street Corp. | 0.00% | Add +5.3% | 721,657 | $113.9M |
| William Blair Investment Management, LLC | 0.34% | Add +0.8% | 643,231 | $101.5M |
| Nellore Capital Management LLC | 12.83% | Add +20.1% | 636,302 | $100.4M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -23.3% | 513,441 | $81.0M |
| Geode Capital Management, LLC | 0.01% | Add +7.2% | 506,289 | $79.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.21% | Reduce -12.7% | 454,463 | $71.7M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +6.5% | 384,529 | $60.7M |
| Jacobs Levy Equity Management, Inc. | 0.24% | Add +97.0% | 367,128 | $57.9M |
| Bank of America Corp. | 0.00% | Add +21.7% | 345,603 | $54.5M |
| Keenan Capital, LLC | 11.14% | New | 334,557 | $52.8M |
| Caledonia (Private) Investments Pty Ltd | 1.51% | Reduce -1.3% | 328,277 | $51.8M |
| DF Dent & Co. Inc. | 0.97% | Reduce -20.2% | 320,512 | $50.6M |
| Morgan Stanley | 0.00% | Add +11.5% | 307,290 | $48.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +3.3% | 296,627 | $46.8M |
| Greenstone Partners & Co., LLC | 10.93% | Add +45.8% | 273,497 | $43.2M |
| Northern Trust Corp. | 0.01% | Add +25.4% | 266,145 | $42.0M |
| Gilder Gagnon Howe & Co. LLC | 0.50% | Reduce -36.7% | 265,330 | $41.9M |
| Renaissance Technologies | 0.06% | Add +55.1% | 227,280 | $35.9M |
| Fiera Capital Corp | 0.12% | Add +3.4% | 220,357 | $34.8M |
| Lead Edge Capital Management, LLC | 8.14% | New | 210,260 | $33.2M |
| Long Walk Management LP | 9.39% | Reduce -46.4% | 204,500 | $32.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.3% | 164,642 | $26.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.8% | 159,724 | $25.2M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 153,482 | $24.2M |
| Caisse de depot et placement du Quebec | 0.04% | Add +9.3% | 152,587 | $24.1M |
| Millennium Management | 0.02% | Reduce -49.5% | 142,068 | $22.4M |
| Sone Capital Management, LLC | 1.77% | Add +107.2% | 133,705 | $21.1M |
| Ameriprise Financial Inc. | 0.00% | Add +473.4% | 130,372 | $20.6M |
| FMR LLC | 0.00% | Reduce -50.5% | 128,428 | $20.3M |
| GW&K Investment Management, LLC | 0.18% | Reduce -15.0% | 126,691 | $20.0M |
| Two Sigma Investments, LP | 0.02% | Add +24.5% | 124,314 | $19.6M |
| First Trust Advisors LP | 0.01% | Reduce -32.6% | 123,026 | $19.4M |
| Russell Investments Group, Ltd. | 0.02% | Add +39.4% | 119,299 | $18.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +146.7% | 110,909 | $17.5M |
| TenCore Partners, LP | 13.48% | New | 109,905 | $17.3M |
| Brown Capital Management LLC | 2.42% | Reduce -28.9% | 108,134 | $17.1M |
| JPMorgan Chase & Co. | 0.00% | Add +34.0% | 108,078 | $16.8M |
| Invesco Ltd. | 0.00% | Reduce -74.6% | 105,721 | $16.7M |
| Raymond James Financial Inc. | 0.01% | Add +7.3% | 105,014 | $16.4M |
| UBS Group AG | 0.00% | Add +150.6% | 100,137 | $15.8M |
| Ranger Investment Management, L.P. | 1.13% | Reduce -13.7% | 98,630 | $15.6M |
| Wells Fargo & Company | 0.00% | Reduce -3.4% | 96,116 | $15.2M |
| Marshall Wace, LLP | 0.02% | Reduce -44.8% | 93,771 | $14.8M |
| Riverbridge Partners LLC | 0.34% | New | 88,112 | $13.9M |
| Squarepoint Ops LLC | 0.03% | Add +114.5% | 80,665 | $12.7M |
| Nuveen, LLC | 0.00% | Add +23.5% | 77,182 | $12.2M |
| Jennison Associates LLC | 0.01% | Reduce -41.2% | 76,110 | $12.0M |
| Pacer Advisors, Inc. | 0.03% | Add +1913.2% | 71,790 | $11.3M |
| Crosslink Capital Inc. | 1.10% | Add +185.7% | 71,490 | $11.3M |
| Citadel Advisors | 0.01% | Reduce -80.3% | 70,779 | $11.2M |
| Sei Investments Co. | 0.01% | Add +76.2% | 70,495 | $11.1M |
| Edgestream Partners, L.P. | 0.36% | Add +90.6% | 70,110 | $11.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.5% | 70,045 | $11.1M |
| Rhumbline Advisers | 0.01% | Add +5.5% | 64,248 | $10.1M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -2.5% | 62,318 | $9.8M |
| New York State Common Retirement Fund | 0.01% | Add +4.9% | 60,468 | $9.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.0% | 57,778 | $9.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +9.4% | 57,359 | $9.1M |
| EULAV Asset Management | 0.28% | No change | 55,449 | $8.8M |
| Tensile Capital Management LP | 1.20% | New | 53,000 | $8.4M |
| Royal Bank of Canada | 0.00% | Add +19.6% | 52,466 | $8.3M |
| TFJ Management, LLC | 7.82% | Add +43.1% | 51,739 | $8.2M |
| Y-Intercept (Hong Kong) Ltd | 0.15% | Add +317.9% | 51,263 | $8.1M |
| Tidal Investments LLC | 0.03% | Add +8.6% | 50,768 | $8.0M |
| Blair William & Co. | 0.02% | Reduce -5.7% | 50,596 | $8.0M |
| Quantinno Capital Management LP | 0.01% | Add +22.4% | 50,441 | $8.0M |
| Granite Investment Partners, LLC | 0.47% | New | 48,774 | $7.7M |
| Atika Capital Management LLC | 1.18% | Add +6.7% | 47,500 | $7.5M |
| LPL Financial LLC | 0.00% | Add +3.3% | 46,048 | $7.3M |
| Man Group plc | 0.01% | Add +39.7% | 44,743 | $7.1M |
| Swiss National Bank | 0.00% | Add +1.2% | 43,360 | $6.8M |
| XTX Topco Ltd | 0.11% | Add +1679.8% | 41,613 | $6.6M |
| Creative Planning | 0.00% | Reduce -1.1% | 40,542 | $6.4M |
| Alliancebernstein L.P. | 0.00% | Add +6.7% | 26,332 | $6.1M |
| Zevenbergen Capital Investments LLC | 0.17% | Add +60.9% | 38,300 | $6.0M |
| Nordea Investment Management AB | 0.01% | Reduce -2.2% | 36,736 | $5.7M |
| Langdon Equity Partners | 4.16% | New | 35,250 | $5.6M |
| Natixis Advisors, LLC | 0.01% | Add +5.8% | 34,185 | $5.4M |
| Quantum Capital Management, LLC / NJ | 0.68% | Reduce -1.3% | 33,909 | $5.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +31.2% | 33,576 | $5.3M |
| Jones Financial Companies LLLP | 0.00% | Add +6115.6% | 33,005 | $5.1M |
| D. E. Shaw & Co. | 0.00% | Add +431.0% | 31,183 | $4.9M |
| Legal & General Group Plc | 0.00% | Reduce -8.9% | 30,449 | $4.8M |
| Retirement Systems of Alabama | 0.02% | Add +7.7% | 29,834 | $4.7M |
| Qube Research & Technologies Ltd | 0.01% | New | 28,457 | $4.5M |
| Trexquant Investment LP | 0.03% | New | 26,145 | $4.1M |
| California State Teachers Retirement System | 0.00% | Add +24.8% | 25,766 | $4.1M |
| Barclays PLC | 0.00% | Reduce -15.3% | 25,250 | $4.0M |
| SG Americas Securities, LLC | 0.00% | Add +666.2% | 25,185 | $4.0M |
| Victory Capital Management Inc. | 0.00% | Add +1.2% | 22,708 | $3.6M |
| Kerrisdale Advisers, LLC | 1.34% | Add +39.5% | 22,344 | $3.5M |
| Agf Management Ltd. | 0.01% | Add +63.1% | 21,073 | $3.3M |
| Advisors Capital Management, LLC | 0.04% | Add +2.8% | 19,824 | $3.1M |
| Franklin Resources Inc. | 0.00% | Reduce -0.7% | 19,497 | $3.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 19,495 | $3.1M |
| Point72 Asset Management | 0.01% | New | 19,135 | $3.0M |
| Bridgewater Associates | 0.01% | Reduce -57.0% | 18,256 | $2.9M |
| Gotham Asset Management | 0.01% | Add +213.2% | 18,149 | $2.9M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 18,126 | $2.9M |
| Davidson Kahn Capital Management, LLC | 1.49% | Add +93.1% | 17,706 | $2.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.5% | 16,939 | $2.7M |
| Channel Wealth LLC | 0.63% | Reduce -0.0% | 16,486 | $2.6M |
| Alamar Capital Management, LLC | 1.54% | Reduce -6.1% | 16,025 | $2.5M |
| Mission Wealth Management, LP | 0.05% | Reduce -59.6% | 15,807 | $2.5M |
| Baker Avenue Asset Management, LP | 0.06% | Add +2.4% | 15,691 | $2.5M |
| EFG International AG | 0.05% | Add +6.2% | 15,015 | $2.4M |
| AQR Capital Management | 0.00% | Reduce -52.6% | 14,354 | $2.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +36.4% | 14,231 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +66.8% | 14,037 | $2.2M |
| MetLife Investment Management, LLC | 0.01% | Add +4.9% | 12,925 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +34.8% | 12,750 | $2.0M |
| Alternative Investment Advisors, LLC. | 0.88% | New | 12,583 | $2.0M |
| Commerce Bank | 0.01% | Add +9.3% | 12,563 | $2.0M |
| Illinois Municipal Retirement Fund | 0.03% | Add +12.2% | 12,531 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -13.1% | 12,298 | $1.9M |
| Cerity Partners LLC | 0.00% | Add +296.7% | 12,154 | $1.9M |
| Amalgamated Bank | 0.01% | Add +4.9% | 11,478 | $1.8M |
| Vident Advisory, LLC | 0.01% | Add +28.1% | 11,123 | $1.8M |
| Jupiter Asset Management Ltd. | 0.01% | Add +5.7% | 10,896 | $1.7M |
| Parnassus Investments, LLC | 0.00% | Add +26.9% | 10,704 | $1.7M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +115.3% | 9,989 | $1.6M |
| Vanguard Global Advisers, LLC | 0.00% | — | 9,964 | $1.6M |
| Johnson Investment Counsel Inc. | 0.01% | Add +1.2% | 9,933 | $1.6M |
| Janus Henderson Group PLC | 0.00% | Reduce -50.5% | 9,838 | $1.6M |
| Daiwa Securities Group Inc. | 0.00% | Add +13.7% | 9,743 | $1.5M |
| Quantbot Technologies LP | 0.06% | Add +72.3% | 9,582 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +43.1% | 9,563 | $1.5M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 9,459 | $1.5M |
| Treasurer of the State of North Carolina | 0.00% | Add +2.2% | 9,411 | $1.5M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.9% | 9,326 | $1.5M |
| Prudential Financial Inc. | 0.00% | Reduce -2.1% | 9,236 | $1.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +838.6% | 8,785 | $1.4M |
| New York State Teachers Retirement System | 0.00% | Reduce -7.0% | 8,691 | $1.4M |
| State of Tennessee, Department of Treasury | 0.00% | No change | 8,636 | $1.4M |
| Fifth Third Bancorp | 0.00% | Add +4356.0% | 8,600 | $1.4M |
| Bokf, NA | 0.02% | Add +724.2% | 8,539 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 8,528 | $1.3M |
| State of Wisconsin Investment Board | 0.00% | Add +449.8% | 8,516 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | Add +171.6% | 8,164 | $1.3M |
| Campbell & CO Investment Adviser LLC | 0.07% | New | 8,094 | $1.3M |
| KLP Kapitalforvaltning As | 0.01% | Add +26.3% | 8,080 | $1.3M |
| Citigroup Inc. | 0.00% | Reduce -42.3% | 7,625 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -76.0% | 7,600 | $1.2M |
| Lecap Asset Management Ltd. | 0.44% | Add +233.8% | 7,453 | $1.2M |
| Quent Capital, LLC | 0.08% | Add +41.2% | 7,103 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Add +10.9% | 7,100 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -0.2% | 7,091 | $1.1M |
| Quantum Portfolio Management LLC | 0.48% | Add +5.7% | 7,018 | $1.1M |
| Vestcor Inc | 0.03% | Add +274.8% | 6,937 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | No change | 6,680 | $1.1M |
| South Dakota Investment Council | 0.02% | Add +37.0% | 6,660 | $1.1M |
| Twinbeech Capital LP | 0.11% | New | 6,600 | $1.0M |
| Axq Capital, LP | 0.13% | Add +67.5% | 6,433 | $1.0M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -10.1% | 6,399 | $1.0M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 6,200 | $979K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +5.6% | 6,097 | $962K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +12.2% | 6,084 | $960K |
| Assetmark, Inc. | 0.00% | Reduce -2.9% | 6,041 | $953K |
| Arizona State Retirement System | 0.01% | Reduce -0.3% | 6,020 | $950K |
| Evanson Asset Management, LLC | 0.05% | No change | 6,000 | $947K |
| State of Michigan Retirement System | 0.00% | Add +7.3% | 5,900 | $931K |
| Verdence Capital Advisors LLC | 0.05% | Add +27.5% | 5,649 | $892K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +5.6% | 5,452 | $860K |
| State of Alaska, Department of Revenue | 0.01% | Add +1.2% | 5,444 | $858K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 5,250 | $829K |
| Xponance LLC | 0.01% | Add +14.6% | 5,247 | $828K |
| Guggenheim Capital LLC | 0.01% | Add +245.0% | 5,237 | $827K |
| New Age Alpha Advisors, LLC | 0.04% | Reduce -2.8% | 5,150 | $813K |
| Jump Financial, LLC | 0.01% | Reduce -36.9% | 5,124 | $809K |
| Truist Financial Corp. | 0.00% | Add +45.7% | 5,098 | $805K |
| Aristides Capital LLC | 0.26% | New | 5,000 | $789K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +7.2% | 4,926 | $777K |
| Weiss Asset Management LP | 0.02% | New | 4,920 | $776K |
| Bank of Montreal | 0.00% | Add +59.7% | 4,838 | $764K |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -5.5% | 4,817 | $760K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -14.4% | 4,804 | $758K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +9.3% | 4,672 | $737K |
| Occudo Quantitative Strategies LP | 0.04% | New | 4,369 | $730K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +6.0% | 4,483 | $708K |
| Azzad Asset Management Inc. | 0.07% | Add +20.5% | 4,471 | $706K |
| Lighthouse Investment Partners, LLC | 0.03% | New | 4,423 | $698K |
| Atria Investments, Inc | 0.01% | Add +15.3% | 4,405 | $695K |
| Summit Trail Advisors, LLC | 0.01% | Add +114.8% | 4,391 | $693K |
| Ami Asset Management Corp. | 0.04% | Add +60.0% | 4,339 | $685K |
| Teacher Retirement System of Texas | 0.00% | Reduce -66.2% | 4,297 | $678K |
| Index Technologies Group LLC | 0.73% | Add +4.9% | 4,228 | $667K |
| New Mexico Educational Retirement Board | 0.02% | No change | 4,200 | $663K |
| Hussman Strategic Advisors, Inc. | 0.14% | New | 4,200 | $663K |
| Inceptionr LLC | 0.15% | New | 4,040 | $638K |
| Brevan Howard Capital Management LP | 0.01% | New | 3,963 | $625K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -25.4% | 3,948 | $620K |
| Amundi | 0.00% | Add +140.0% | 3,859 | $609K |
| Inspire Investing, LLC | 0.04% | Add +171.9% | 3,806 | $601K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 3,739 | $590K |
| KCM Investment Advisors LLC | 0.02% | Reduce -81.1% | 3,716 | $586K |
| Blueshift Asset Management, LLC | 0.18% | Add +67.9% | 3,674 | $580K |
| Pictet Asset Management Holding SA | 0.00% | Add +6.4% | 3,613 | $570K |
| Stansberry Asset Management, LLC | 0.06% | Add +13.7% | 3,603 | $569K |
| AlphaGrep UK Ltd | 0.16% | New | 3,541 | $559K |
| LVZ, Inc. | 0.06% | Add +6.3% | 3,523 | $556K |
| Abn Amro Investment Solutions | 0.01% | New | 3,457 | $546K |
| Lazard Asset Management LLC | 0.00% | Add +42.1% | 3,404 | $537K |
| Engineers Gate Manager LP | 0.01% | New | 3,400 | $537K |
| Brown Brothers Harriman & Co. | 0.00% | New | 3,343 | $528K |
| OP Asset Management Ltd | 0.01% | New | 3,327 | $525K |
| M&T Bank Corp | 0.00% | Reduce -18.4% | 3,208 | $506K |
| Baird Financial Group, Inc. | 0.00% | Add +26.7% | 3,144 | $496K |
| Three Seasons Wealth, LLC | 0.19% | No change | 3,138 | $495K |
| Headlands Technologies LLC | 0.06% | New | 3,090 | $488K |
| Callan Family Office, LLC | 0.01% | Add +13.7% | 3,046 | $481K |
| Martingale Asset Management L P | 0.01% | Reduce -15.8% | 3,010 | $475K |
| Zions Bancorporation, National Association | 0.03% | Reduce -46.0% | 2,981 | $470K |
| Fieldview Capital Management, LLC | 0.14% | Add +129.7% | 2,943 | $464K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +36.5% | 2,930 | $462K |
| FORA Capital, LLC | 0.03% | New | 2,930 | $462K |
| &partners | 0.00% | Reduce -16.0% | 2,915 | $460K |
| New York Life Investment Management LLC | 0.00% | Add +42.0% | 2,900 | $458K |
| Canada Pension Plan Investment Board | 0.00% | Add +1015.4% | 2,900 | $458K |
| BNP Paribas Financial Markets | 0.00% | Reduce -74.5% | 2,892 | $456K |
| DGS Capital Management, LLC | 0.07% | Add +5.8% | 2,883 | $455K |
| Alps Advisors Inc. | 0.00% | Add +72.8% | 2,873 | $453K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -88.8% | 2,861 | $452K |
| Global Endowment Management, LP | 0.05% | Add +78.3% | 2,859 | $451K |
| Pathstone Holdings, LLC | 0.00% | New | 2,749 | $434K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.9% | 2,723 | $430K |
| Deutsche Bank AG | 0.00% | Add +0.4% | 2,720 | $429K |
| Bessemer Group Inc. | 0.00% | Add +8.9% | 2,717 | $429K |
| Magnetar Financial LLC | 0.00% | New | 2,651 | $418K |
| Cetera Investment Advisers | 0.00% | Add +2.3% | 2,634 | $416K |
| Bank of Nova Scotia | 0.00% | Add +45.2% | 2,606 | $411K |
| L2 Asset Management, LLC | 0.04% | Add +87.0% | 2,582 | $408K |
| MML Investors Services, LLC | 0.00% | Add +75.9% | 2,561 | $404K |
| Aviva PLC | 0.00% | Add +20.1% | 2,538 | $401K |
| Virtu Financial LLC | 0.02% | New | 2,508 | $396K |
| Mirabella Financial Services LLP | 0.04% | Add +30.0% | 2,426 | $383K |
| Two Sigma Securities, LLC | 0.04% | Add +61.6% | 2,386 | $377K |
| American Century Companies Inc. | 0.00% | Reduce -3.4% | 2,372 | $374K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,354 | $372K |
| US Bancorp \de | 0.00% | Reduce -0.3% | 2,356 | $372K |
| nVerses Capital, LLC | 0.34% | New | 2,338 | $369K |
| Gsa Capital Partners LLP | 0.02% | New | 2,332 | $368K |
| Federated Hermes, Inc. | 0.00% | Add +16.7% | 2,262 | $357K |
| Dynamic Technology Lab Private Ltd | 0.06% | New | 2,243 | $354K |
| Kestra Investment Management, LLC | 0.01% | Add +57.9% | 2,236 | $353K |
| Susquehanna International Group, LLP | 0.00% | Reduce -46.5% | 2,233 | $352K |
| Diversify Wealth Management, LLC | 0.01% | Add +46.3% | 2,067 | $342K |
| Voya Investment Management LLC | 0.00% | Reduce -0.3% | 2,146 | $339K |
| Resonant Capital Advisors, LLC | 0.02% | New | 2,107 | $333K |
| Freestone Grove Partners LP | 0.00% | New | 2,074 | $327K |
| Third View Private Wealth, LLC | 0.04% | Add +13.3% | 2,039 | $322K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +5.5% | 2,007 | $317K |
| Yorktown Management & Research Co Inc | 0.26% | New | 1,950 | $308K |
| Caitlin John, LLC | 0.18% | Reduce -10.3% | 1,925 | $304K |
| DRW Securities, LLC | 0.02% | New | 1,904 | $300K |
| Securian Asset Management, Inc. | 0.01% | Add +6.2% | 1,794 | $283K |
| First Bank & Trust | 0.05% | Add +25.6% | 1,776 | $280K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -17.0% | 1,748 | $276K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.5% | 1,656 | $261K |
| Coldstream Capital Management Inc. | 0.00% | Add +3.6% | 1,651 | $261K |
| Linden Thomas Advisory Services, LLC | 0.02% | Add +8.0% | 1,629 | $257K |
| Chemistry Wealth Management LLC | 0.04% | New | 1,604 | $253K |
| HMS Capital Management, LLC | 0.10% | Add +7.0% | 1,597 | $252K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +30.9% | 1,551 | $245K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,523 | $244K |
| Captrust Financial Advisors | 0.00% | Reduce -32.7% | 1,529 | $241K |
| Neuberger Berman Group LLC | 0.00% | Reduce -38.0% | 1,506 | $238K |
| Corient Private Wealth LP | 0.00% | New | 1,494 | $235K |
| Janney Montgomery Scott LLC | 0.00% | Add +3.2% | 1,479 | $233K |
| Swiss Life Asset Management Ltd | 0.00% | Add +46.1% | 1,463 | $231K |
| Brooklyn Investment Group | 0.01% | New | 1,459 | $230K |
| Snowden Capital Advisors LLC | 0.01% | Add +3.0% | 1,425 | $225K |
| Aquatic Capital Management LLC | 0.01% | New | 1,417 | $224K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -67.7% | 1,392 | $220K |
| Mach-1 Financial Group, LLC | 0.08% | Reduce -35.6% | 1,383 | $218K |
| MQS Management LLC | 0.15% | New | 1,375 | $217K |
| EP Wealth Advisors, LLC | 0.00% | Add +1.3% | 1,364 | $215K |
| Fiduciary Trust Co | 0.00% | Reduce -7.3% | 1,360 | $215K |
| DNB Asset Management AS | 0.00% | New | 1,308 | $206K |
| State of Wyoming | 0.02% | Reduce -58.6% | 1,277 | $202K |
| Quadrant Capital Group LLC | 0.01% | Add +55.6% | 1,270 | $200K |
| Caitong International Asset Management Co., Ltd | 0.04% | Add +12330.0% | 1,243 | $196K |
| Penserra Capital Management LLC | 0.00% | Add +1.9% | 1,033 | $163K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +15.0% | 1,020 | $161K |
| Hantz Financial Services, Inc. | 0.00% | Add +109.6% | 985 | $155K |
| Harbour Investments, Inc. | 0.00% | New | 967 | $153K |
| Rothschild Investment LLC | 0.01% | Add +5488.2% | 950 | $150K |
| Cache Advisors, LLC | 0.02% | No change | 883 | $139K |
| Grandeur Peak Global Advisors, LLC | 0.03% | Reduce -59.0% | 832 | $131K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -95.6% | 4,752 | $126K |
| Virtus Advisers, LLC | 0.06% | No change | 740 | $117K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -18.3% | 730 | $115K |
| Parallel Advisors, LLC | 0.00% | Add +25.1% | 703 | $111K |
| IFP Advisors, Inc | 0.00% | Reduce -2.6% | 625 | $99K |
| Advisors Asset Management, Inc. | 0.00% | Add +16.2% | 596 | $94K |
| Huntington National Bank | 0.00% | Add +43.8% | 581 | $92K |
| KBC Group NV | 0.00% | No change | 579 | $91K |
| Walleye Trading LLC | 0.00% | New | 541 | $85K |
| Covestor Ltd | 0.06% | Reduce -43.9% | 539 | $85K |
| STRS Ohio | 0.00% | Reduce -0.2% | 526 | $83K |
| Advisory Services Network, LLC | 0.00% | New | 516 | $81K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -63.8% | 488 | $77K |
| GAMMA Investing LLC | 0.00% | Reduce -16.6% | 478 | $75K |
| Aster Capital Management (DIFC) Ltd | 0.02% | New | 331 | $73K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -94.5% | 444 | $70K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +38.4% | 425 | $67K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -27.3% | 376 | $58K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 349 | $55K |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.7% | 339 | $54K |
| Blue Trust, Inc. | 0.00% | Add +4.0% | 288 | $45K |
| Cwm, LLC | 0.00% | Reduce -89.2% | 255 | $40K |
| Reyes Financial Architecture, Inc. | 0.03% | Reduce -11.9% | 251 | $40K |
| Bayforest Capital Ltd | 0.04% | Reduce -58.4% | 248 | $39K |
| Allworth Financial LP | 0.00% | Add +29.1% | 213 | $34K |
| Signaturefd, LLC | 0.00% | Add +10.4% | 212 | $33K |
| Employees Retirement System of Texas | 0.00% | No change | 212 | $33K |
| UMB Bank, n.a. | 0.00% | Reduce -35.1% | 196 | $31K |
| Versant Capital Management, Inc | 0.00% | Reduce -23.6% | 168 | $27K |
| Optiver Holding B.V. | 0.00% | Add +827.8% | 167 | $26K |
| Sterling Capital Management LLC | 0.00% | No change | 157 | $25K |
| Clearstead Advisors, LLC | 0.00% | Add +29.8% | 148 | $23K |
| Strategic Advocates LLC | 0.08% | Reduce -82.8% | 115 | $18K |
| Bell Investment Advisors, Inc | 0.00% | Add +71.4% | 108 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +262.1% | 105 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -9.0% | 101 | $16K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 98 | $15K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -97.4% | 93 | $15K |
| Addison Advisors LLC | 0.00% | New | 88 | $14K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -62.7% | 87 | $14K |
| First Horizon Corp. | 0.00% | Reduce -46.0% | 80 | $13K |
| Tidemark, LLC | 0.00% | No change | 76 | $12K |
| MAI Capital Management | 0.00% | Reduce -52.5% | 67 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Add +15.8% | 66 | $10K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +5.4% | 59 | $9K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 56 | $9K |
| American National Bank & Trust | 0.00% | Add +111.5% | 55 | $9K |
| TD Private Client Wealth LLC | 0.00% | Reduce -76.1% | 45 | $7K |
| Wolff Wiese Magana LLC | 0.00% | No change | 43 | $7K |
| Larson Financial Group LLC | 0.00% | Add +2000.0% | 42 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -30.9% | 38 | $6K |
| Root Financial Partners, LLC | 0.00% | Reduce -73.5% | 31 | $5K |
| WealthCollab, LLC | 0.00% | New | 28 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +108.3% | 25 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 23 | $4K |
| JPL Wealth Management, LLC | 0.00% | New | 22 | $3K |
| Marquette Asset Management, LLC | 0.00% | Add +23.5% | 21 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Add +2000.0% | 21 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $3K |
| Danske Bank A/S | 0.00% | Reduce -80.0% | 20 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -5.0% | 19 | $3K |
| Bogart Wealth, LLC | 0.00% | Add +20.0% | 18 | $3K |
| Kilter Group LLC | 0.00% | New | 16 | $3K |
| Atlantic Union Bankshares Corp | 0.00% | New | 16 | $3K |
| First Command Advisory Services, Inc. | 0.00% | New | 16 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 15 | $2K |
| Highline Wealth Partners LLC | 0.00% | New | 14 | $2K |
| Bank of New Hampshire | 0.00% | New | 13 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +37.5% | 11 | $2K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 12 | $2K |
| Kingdom Financial Group LLC. | 0.00% | No change | 12 | $2K |
| North Star Investment Management Corp. | 0.00% | New | 12 | $2K |
| Signature Equity Partners, LLC | 0.00% | Add +57.1% | 11 | $2K |
| Richardson Capital Management LLC | 0.00% | New | 11 | $2K |
| SHP Wealth Management | 0.00% | Add +1000.0% | 11 | $2K |
| Rachor Investment Advisory Services, LLC | 0.00% | Reduce -64.0% | 9 | $1K |
| Acumen Wealth Advisors, LLC | 0.00% | Reduce -64.0% | 9 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +350.0% | 9 | $1K |
| Anfield Capital Management, LLC | 0.00% | No change | 9 | $1K |
| CVA Family Office, LLC | 0.00% | New | 9 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -36.4% | 7 | $1K |
| True Wealth Design, LLC | 0.00% | Add +50.0% | 6 | $947 |
| Park Place Capital Corp | 0.00% | Reduce -87.2% | 6 | $947 |
| Private Trust Co. NA | 0.00% | No change | 6 | $947 |
| CoreCap Advisors, LLC | 0.00% | No change | 6 | $947 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -84.6% | 4 | $632 |
| Abound Wealth Management | 0.00% | No change | 4 | $632 |
| Cromwell Holdings LLC | 0.00% | Add +300.0% | 4 | $631 |
| Rakuten Securities, Inc. | 0.00% | Add +100.0% | 4 | $631 |
| Cornerstone Financial Management LLC | 0.00% | No change | 3 | $473 |
| Bare Financial Services, Inc | 0.00% | New | 3 | $473 |
| Hughes Financial Services, LLC | 0.00% | New | 3 | $473 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -94.1% | 3 | $473 |
| Cornerstone Planning Group LLC | 0.00% | New | 2 | $346 |
| WPG Advisers, LLC | 0.00% | No change | 2 | $316 |
| Horizon Investments, LLC | 0.00% | Reduce -99.7% | 2 | $316 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 2 | $316 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $241 |
| Principia Wealth Advisory, LLC | 0.00% | New | 1 | $158 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $158 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -88.9% | 1 | $158 |
| MV Capital Management, Inc. | 0.00% | New | 1 | $158 |
| Operose Advisors LLC | 0.00% | New | 1 | $158 |
| Fortitude Family Office, LLC | 0.00% | Reduce -94.7% | 1 | $158 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 1 | $158 |
| Rossby Financial, LCC | 0.00% | Reduce -50.0% | 1 | $154 |
"% of holder's portfolio" is APPF's weight in each manager's 13F, not the share of Appfolio Inc. Class A the manager owns.