Appfolio Inc. Class AAPPF
13F holders, Q2 2026 (June 30)394holders −5
59new positions
64sold out
6famous investors
$160.28avg. 13F price*
At the end of Q2 2026, 394 institutions reported holding Appfolio Inc. Class A (APPF) in their 13F filings, down 5 from Q1 2026. 59 opened new positions and 64 sold out. The largest holders were BlackRock, Inc. ($424.3M), Principal Financial Group Inc. ($257.4M) and Vanguard Portfolio Management LLC ($238.9M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Appfolio Inc. Class A
- CUSIP
- 03783C100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $190.8M |
| Exits | 64 | $61.7M |
All 13F filers, Q1 2026 → Q2 2026: 4,225,434 shares bought and 2,392,157 shares sold, net +1,833,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 394 holders
| BlackRock, Inc. | 0.01% | Add +3.9% | 2,645,927 | $424.3M |
| Principal Financial Group Inc. | 0.13% | Add +6.6% | 1,605,135 | $257.4M |
| Vanguard Portfolio Management LLC | 0.01% | Add +0.3% | 1,490,058 | $238.9M |
| Ashe Capital Management, LP | 18.04% | No change | 1,047,915 | $168.0M |
| Vanguard Capital Management LLC | 0.00% | Reduce -0.6% | 1,041,438 | $167.0M |
| State Street Corp. | 0.00% | Add +6.2% | 766,131 | $122.8M |
| William Blair Investment Management, LLC | 0.35% | Add +12.2% | 721,826 | $115.7M |
| London Co. of Virginia | 0.64% | New | 703,151 | $112.8M |
| T. Rowe Price Associates Inc. | 0.01% | Add +36.4% | 700,358 | $112.3M |
| Nellore Capital Management LLC | 11.66% | Add +2.9% | 654,865 | $105.0M |
| Morgan Stanley | 0.00% | Add +89.3% | 581,826 | $93.3M |
| Geode Capital Management, LLC | 0.00% | Add +0.7% | 509,837 | $81.8M |
| Lead Edge Capital Management, LLC | 11.64% | Add +90.1% | 399,656 | $64.1M |
| Neuberger Berman Group LLC | 0.04% | Add +26072.5% | 394,158 | $63.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.18% | Reduce -22.6% | 351,847 | $56.4M |
| Keenan Capital, LLC | 10.61% | No change | 334,557 | $53.6M |
| Invesco Ltd. | 0.00% | Add +216.0% | 334,088 | $53.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +8.6% | 321,989 | $51.6M |
| DF Dent & Co. Inc. | 0.97% | Reduce -0.5% | 318,951 | $51.1M |
| Long Walk Management LP | 11.09% | Add +49.1% | 304,875 | $48.9M |
| Bank of America Corp. | 0.00% | Reduce -14.0% | 297,074 | $47.6M |
| Caledonia (Private) Investments Pty Ltd | 1.59% | Reduce -11.5% | 290,462 | $46.6M |
| Greenstone Partners & Co., LLC | 10.14% | Add +0.0% | 273,617 | $43.9M |
| Northern Trust Corp. | 0.01% | Add +1.3% | 269,597 | $43.2M |
| FMR LLC | 0.00% | Add +95.5% | 251,067 | $40.3M |
| Gilder Gagnon Howe & Co. LLC | 0.41% | Reduce -5.7% | 250,264 | $40.1M |
| Jennison Associates LLC | 0.02% | Add +212.9% | 238,166 | $38.2M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -39.1% | 234,100 | $37.5M |
| Wellington Management Group LLP | 0.01% | New | 224,904 | $36.1M |
| Renaissance Technologies | 0.04% | Reduce -18.2% | 185,840 | $29.8M |
| Natixis Advisors, LLC | 0.03% | Add +403.6% | 172,167 | $27.6M |
| Jones Financial Companies LLLP | 0.01% | Add +436.1% | 176,922 | $27.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.2% | 165,025 | $26.5M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +0.9% | 154,922 | $24.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.2% | 146,702 | $23.5M |
| Wells Fargo & Company | 0.00% | Add +47.0% | 141,316 | $22.7M |
| Caisse de depot et placement du Quebec | 0.03% | Reduce -9.6% | 137,947 | $22.1M |
| UBS Group AG | 0.00% | Add +37.5% | 137,692 | $22.1M |
| First Trust Advisors LP | 0.01% | Add +4.6% | 128,660 | $20.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.7% | 128,132 | $20.5M |
| Fiera Capital Corp | 0.07% | Reduce -42.8% | 126,117 | $20.2M |
| GW&K Investment Management, LLC | 0.16% | Reduce -1.2% | 125,191 | $20.1M |
| Federated Hermes, Inc. | 0.03% | Add +5375.3% | 123,852 | $19.9M |
| Sone Capital Management, LLC | 1.42% | Reduce -13.1% | 116,251 | $18.6M |
| Royal Bank of Canada | 0.00% | Add +106.9% | 108,539 | $17.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.0% | 108,071 | $17.1M |
| Point72 Asset Management | 0.03% | Add +428.7% | 101,162 | $16.2M |
| Brown Capital Management LLC | 3.19% | Reduce -7.9% | 99,549 | $16.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.1% | 97,598 | $15.6M |
| Norges Bank | 0.00% | — | 95,576 | $15.3M |
| Crosslink Capital Inc. | 1.11% | Add +30.6% | 93,340 | $15.0M |
| TenCore Partners, LP | 11.02% | Reduce -19.7% | 88,270 | $14.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +25.6% | 87,957 | $14.1M |
| Langdon Equity Partners | 7.62% | Add +141.1% | 85,000 | $13.6M |
| HMI Capital Management, L.P. | 1.75% | New | 75,000 | $12.0M |
| Nuveen, LLC | 0.00% | Reduce -5.0% | 73,301 | $11.8M |
| Tensile Capital Management LP | 1.62% | Add +37.7% | 73,000 | $11.7M |
| Millennium Management | 0.01% | Reduce -51.1% | 69,418 | $11.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -40.4% | 66,103 | $10.6M |
| Rhumbline Advisers | 0.01% | Reduce -1.7% | 63,170 | $10.1M |
| New York State Common Retirement Fund | 0.01% | Add +3.1% | 62,335 | $10.0M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -2.6% | 60,685 | $9.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.7% | 58,195 | $9.3M |
| Zevenbergen Capital Investments LLC | 0.21% | Add +49.6% | 57,300 | $9.2M |
| Ranger Investment Management, L.P. | 0.57% | Reduce -42.5% | 56,689 | $9.1M |
| Gotham Asset Management | 0.02% | Add +208.3% | 55,947 | $9.0M |
| EULAV Asset Management | 0.28% | Add +0.0% | 55,460 | $8.9M |
| Quantinno Capital Management LP | 0.01% | Add +5.1% | 53,018 | $8.5M |
| Riverbridge Partners LLC | 0.23% | Reduce -42.3% | 50,837 | $8.2M |
| Royce & Associates LP | 0.06% | New | 49,159 | $7.9M |
| Granite Investment Partners, LLC | 0.39% | Reduce -2.1% | 47,738 | $7.7M |
| Atika Capital Management LLC | 0.76% | No change | 47,500 | $7.6M |
| Swiss National Bank | 0.00% | Add +6.9% | 46,360 | $7.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -63.3% | 43,792 | $7.0M |
| Creative Planning | 0.00% | Reduce -0.6% | 40,300 | $6.5M |
| Blair William & Co. | 0.02% | Reduce -26.1% | 37,389 | $6.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +6.0% | 35,596 | $5.7M |
| Legal & General Group Plc | 0.00% | Add +1.4% | 30,867 | $4.9M |
| Squarepoint Ops LLC | 0.01% | Reduce -62.3% | 30,438 | $4.9M |
| Balyasny Asset Management L.P. | 0.01% | Add +887.0% | 28,239 | $4.5M |
| Baker Avenue Asset Management, LP | 0.08% | Add +74.4% | 27,360 | $4.4M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -92.7% | 26,708 | $4.3M |
| Alliancebernstein L.P. | 0.00% | Add +2.0% | 26,851 | $4.2M |
| California State Teachers Retirement System | 0.00% | Add +2.1% | 26,296 | $4.2M |
| XTX Topco Ltd | 0.05% | Reduce -37.0% | 26,230 | $4.2M |
| Nordea Investment Management AB | 0.00% | Reduce -28.7% | 26,183 | $4.1M |
| Retirement Systems of Alabama | 0.01% | Reduce -16.7% | 24,854 | $4.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +31.9% | 23,899 | $3.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +21.5% | 23,678 | $3.8M |
| Los Angeles Capital Management LLC | 0.01% | Add +24451.6% | 22,833 | $3.7M |
| Advisors Capital Management, LLC | 0.03% | Add +1.8% | 20,176 | $3.2M |
| Assenagon Asset Management S.A. | 0.00% | New | 19,303 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +56.0% | 19,187 | $3.1M |
| Davidson Kahn Capital Management, LLC | 1.30% | Add +6.9% | 18,930 | $3.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +4352.2% | 18,922 | $3.0M |
| Franklin Resources Inc. | 0.00% | Reduce -3.7% | 18,782 | $3.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +31.6% | 18,731 | $3.0M |
| Victory Capital Management Inc. | 0.00% | Reduce -19.1% | 18,371 | $2.9M |
| Alamar Capital Management, LLC | 1.46% | Add +12.0% | 17,950 | $2.9M |
| Agf Management Ltd. | 0.01% | Reduce -15.6% | 17,794 | $2.9M |
| Sei Investments Co. | 0.00% | Reduce -76.0% | 16,884 | $2.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.4% | 16,537 | $2.7M |
| Channel Wealth LLC | 0.59% | No change | 16,486 | $2.6M |
| Man Group plc | 0.00% | Reduce -63.4% | 16,376 | $2.6M |
| Two Sigma Investments, LP | 0.00% | Reduce -87.2% | 15,972 | $2.6M |
| Vestcor Inc | 0.06% | Add +128.3% | 15,840 | $2.5M |
| Marshall Wace, LLP | 0.00% | Reduce -84.2% | 14,830 | $2.4M |
| EFG International AG | 0.04% | Reduce -1.9% | 14,737 | $2.4M |
| Vident Advisory, LLC | 0.02% | Add +27.9% | 14,221 | $2.3M |
| Johnson Investment Counsel Inc. | 0.02% | Add +43.1% | 14,211 | $2.3M |
| Nicholas Investment Partners, LP | 0.15% | New | 14,071 | $2.3M |
| Mission Wealth Management, LP | 0.03% | Reduce -11.0% | 14,067 | $2.3M |
| Commerce Bank | 0.01% | Add +10.7% | 13,909 | $2.2M |
| Kerrisdale Advisers, LLC | 0.56% | Reduce -37.8% | 13,904 | $2.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +56.3% | 13,728 | $2.2M |
| Cerity Partners LLC | 0.00% | Add +12.9% | 13,725 | $2.2M |
| Aristides Capital LLC | 0.55% | Add +167.2% | 13,360 | $2.1M |
| Alternative Investment Advisors, LLC. | 0.81% | Add +3.4% | 13,011 | $2.1M |
| KLP Kapitalforvaltning As | 0.01% | Add +56.9% | 12,680 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.7% | 12,445 | $2.0M |
| Stifel Financial Corp. | 0.00% | Reduce -12.2% | 12,325 | $2.0M |
| MYDA Advisors LLC | 0.47% | New | 12,000 | $1.9M |
| Isthmus Partners, LLC | 0.19% | New | 11,995 | $1.9M |
| Elo Mutual Pension Insurance Co | 0.02% | New | 11,646 | $1.9M |
| Parnassus Investments, LLC | 0.00% | Add +7.7% | 11,526 | $1.8M |
| Amalgamated Bank | 0.01% | Reduce -0.4% | 11,434 | $1.8M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +14.2% | 11,409 | $1.8M |
| LPL Financial LLC | 0.00% | Reduce -75.9% | 11,117 | $1.8M |
| Jupiter Asset Management Ltd. | 0.01% | No change | 10,896 | $1.7M |
| Handelsbanken Fonder AB | 0.01% | Add +62.9% | 10,880 | $1.7M |
| Vanguard Global Advisers, LLC | 0.00% | Add +7.7% | 10,733 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +11.9% | 10,703 | $1.7M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +8.5% | 10,264 | $1.6M |
| Jupiter Topco LLC | 0.00% | — | 9,838 | $1.6M |
| Treasurer of the State of North Carolina | 0.00% | Add +3.3% | 9,721 | $1.6M |
| State of Tennessee, Department of Treasury | 0.00% | Add +8.7% | 9,384 | $1.5M |
| First Citizens Bank & Trust Co. | 0.02% | Add +91.0% | 9,203 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +91.1% | 9,182 | $1.5M |
| South Dakota Investment Council | 0.03% | Add +37.5% | 9,160 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -27.3% | 9,105 | $1.5M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -4.4% | 8,915 | $1.4M |
| Bokf, NA | 0.02% | Add +2.1% | 8,723 | $1.4M |
| Pacer Advisors, Inc. | 0.00% | Reduce -88.0% | 8,610 | $1.4M |
| Barclays PLC | 0.00% | Reduce -65.9% | 8,611 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +13.1% | 8,594 | $1.4M |
| State of New Jersey Common Pension Fund D | 0.00% | Reduce -33.0% | 8,549 | $1.4M |
| Quent Capital, LLC | 0.08% | Add +13.2% | 8,041 | $1.3M |
| Citigroup Inc. | 0.00% | Add +1.6% | 7,748 | $1.2M |
| Fifth Third Bancorp | 0.00% | Reduce -12.9% | 7,486 | $1.2M |
| New York State Teachers Retirement System | 0.00% | Reduce -14.2% | 7,457 | $1.2M |
| AQR Capital Management | 0.00% | Reduce -49.5% | 7,244 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.4% | 7,000 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -6.9% | 6,599 | $1.1M |
| Public Employees Retirement System of Ohio | 0.00% | Add +1.7% | 6,505 | $1.0M |
| Arizona State Retirement System | 0.01% | Add +6.0% | 6,379 | $1.0M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 6,200 | $994K |
| LVZ, Inc. | 0.10% | Add +75.8% | 6,193 | $993K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -37.1% | 6,129 | $983K |
| Entropy Technologies, LP | 0.04% | New | 6,059 | $972K |
| Edgestream Partners, L.P. | 0.03% | Reduce -91.4% | 6,006 | $963K |
| Evanson Financial, LLC | 0.05% | — | 6,000 | $962K |
| Capstone Investment Advisors, LLC | 0.01% | New | 5,965 | $956K |
| Inceptionr LLC | 0.23% | Add +46.3% | 5,912 | $948K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -5.6% | 5,753 | $922K |
| Vanguard Investments Australia, Ltd. | 0.00% | Add +8.1% | 5,677 | $910K |
| State of Michigan Retirement System | 0.00% | Reduce -5.1% | 5,600 | $898K |
| Assetmark, Inc. | 0.00% | Reduce -9.6% | 5,464 | $876K |
| State of Alaska, Department of Revenue | 0.01% | Add +0.1% | 5,450 | $872K |
| Xponance LLC | 0.01% | Add +3.6% | 5,435 | $872K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.8% | 5,406 | $867K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -5.3% | 5,349 | $858K |
| Truist Financial Corp. | 0.00% | Add +3.0% | 5,252 | $842K |
| Jackson Creek Investment Advisors LLC | 0.27% | New | 4,585 | $826K |
| New Age Alpha Advisors, LLC | 0.03% | Reduce -1.7% | 5,064 | $812K |
| Occudo Quantitative Strategies LP | 0.04% | Add +15.4% | 5,043 | $809K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +2.0% | 5,026 | $806K |
| Bank of Montreal | 0.00% | Reduce -0.5% | 4,816 | $772K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -20.8% | 4,816 | $772K |
| Azzad Asset Management Inc. | 0.07% | Add +4.1% | 4,654 | $746K |
| Allstate Corp. | 0.01% | New | 4,595 | $737K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -2.3% | 4,565 | $732K |
| Inspire Investing, LLC | 0.03% | Add +16.9% | 4,450 | $714K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -1.4% | 4,422 | $709K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +0.1% | 3,950 | $692K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -2.2% | 4,296 | $689K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -91.7% | 4,233 | $679K |
| M&T Bank Corp | 0.00% | Add +31.5% | 4,218 | $676K |
| New Mexico Educational Retirement Board | 0.02% | No change | 4,200 | $673K |
| Oak Thistle LLC | 0.06% | New | 3,974 | $637K |
| Ami Asset Management Corp. | 0.04% | Reduce -8.7% | 3,963 | $635K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -53.5% | 3,961 | $635K |
| Abn Amro Investment Solutions | 0.01% | Add +13.7% | 3,930 | $630K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +4.2% | 3,897 | $625K |
| D. E. Shaw & Co. | 0.00% | Reduce -87.6% | 3,857 | $618K |
| US Bancorp \de | 0.00% | Add +58.0% | 3,723 | $597K |
| KCM Investment Advisors LLC | 0.02% | No change | 3,716 | $596K |
| Lazard Asset Management LLC | 0.00% | Add +8.5% | 3,692 | $592K |
| Pictet Asset Management Holding SA | 0.00% | No change | 3,613 | $579K |
| Quadrant Capital Group LLC | 0.02% | Add +183.5% | 3,600 | $577K |
| PNC Financial Services Group, Inc. | 0.00% | Add +32.1% | 3,597 | $577K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 3,595 | $576K |
| Atria Investments, Inc | 0.01% | Reduce -20.5% | 3,503 | $562K |
| SG Americas Securities, LLC | 0.00% | Reduce -86.2% | 3,485 | $559K |
| Deutsche Bank AG | 0.00% | Add +26.4% | 3,437 | $551K |
| State of Wisconsin Investment Board | 0.00% | Reduce -60.4% | 3,377 | $542K |
| Engineers Gate Manager LP | 0.01% | Reduce -0.8% | 3,372 | $541K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,343 | $536K |
| OP Asset Management Ltd | 0.01% | No change | 3,327 | $533K |
| Stansberry Asset Management, LLC | 0.05% | Reduce -8.1% | 3,310 | $531K |
| Baird Financial Group, Inc. | 0.00% | Add +1.5% | 3,191 | $512K |
| Teacher Retirement System of Texas | 0.00% | Reduce -25.8% | 3,190 | $512K |
| Callan Family Office, LLC | 0.01% | Add +4.4% | 3,181 | $510K |
| Blueshift Asset Management, LLC | 0.12% | Reduce -14.2% | 3,153 | $506K |
| Three Seasons Wealth, LLC | 0.05% | No change | 3,138 | $503K |
| MML Investors Services, LLC | 0.00% | Add +22.0% | 3,124 | $501K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -21.6% | 3,105 | $498K |
| Martingale Asset Management L P | 0.01% | Reduce -0.3% | 3,000 | $481K |
| Bessemer Group Inc. | 0.00% | Add +8.9% | 2,960 | $475K |
| &partners | 0.00% | Add +0.9% | 2,940 | $471K |
| Alps Advisors Inc. | 0.00% | Add +1.2% | 2,908 | $466K |
| Swiss Life Asset Management Ltd | 0.00% | Add +97.3% | 2,887 | $463K |
| Argent Trust Co | 0.01% | New | 2,865 | $459K |
| Aviva PLC | 0.00% | Add +10.2% | 2,798 | $449K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +276.6% | 2,749 | $441K |
| Pathstone Holdings, LLC | 0.00% | Reduce -4.4% | 2,629 | $422K |
| Resonant Capital Advisors, LLC | 0.02% | Add +22.5% | 2,582 | $414K |
| Snowden Capital Advisors LLC | 0.01% | Add +73.0% | 2,466 | $395K |
| Axq Capital, LP | 0.04% | Reduce -62.3% | 2,424 | $389K |
| Bank of Nova Scotia | 0.00% | Reduce -9.5% | 2,359 | $378K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,354 | $377K |
| American Century Companies Inc. | 0.00% | Reduce -1.1% | 2,347 | $376K |
| Legato Capital Management LLC | 0.03% | New | 2,322 | $372K |
| BNP Paribas Financial Markets | 0.00% | Reduce -21.8% | 2,261 | $363K |
| Diversify Advisory Services, LLC | 0.01% | New | 2,140 | $361K |
| Diversify Wealth Management, LLC | 0.01% | Add +3.5% | 2,140 | $361K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 2,225 | $357K |
| Voya Investment Management LLC | 0.00% | Add +3.6% | 2,224 | $357K |
| Freestone Grove Partners LP | 0.00% | Add +5.1% | 2,179 | $349K |
| Zions Bancorporation, National Association | 0.02% | Reduce -27.2% | 2,170 | $348K |
| Corient Private Wealth LP | 0.00% | Add +36.1% | 2,034 | $326K |
| Amundi | 0.00% | Reduce -47.7% | 2,017 | $323K |
| Securian Asset Management, Inc. | 0.01% | No change | 1,794 | $322K |
| Mercer Global Advisors Inc. | 0.00% | Add +11.6% | 1,951 | $313K |
| Ground Swell Capital, LLC | 0.34% | New | 1,942 | $311K |
| Captrust Financial Advisors | 0.00% | Add +26.6% | 1,935 | $310K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -4.9% | 1,909 | $306K |
| Chemistry Wealth Management LLC | 0.05% | Add +17.1% | 1,879 | $301K |
| Third View Private Wealth, LLC | 0.04% | Reduce -8.8% | 1,860 | $298K |
| Delta Global Management LP | 0.03% | New | 1,825 | $293K |
| Graham Capital Management, L.P. | 0.01% | New | 1,822 | $292K |
| Inscription Capital, LLC | 0.03% | New | 1,765 | $283K |
| Evolve Private Wealth, LLC | 0.02% | New | 1,761 | $282K |
| Hantz Financial Services, Inc. | 0.00% | Add +75.3% | 1,727 | $277K |
| Kestra Investment Management, LLC | 0.01% | Reduce -23.1% | 1,719 | $276K |
| Coldstream Capital Management Inc. | 0.00% | Add +4.0% | 1,717 | $275K |
| Sig Brokerage, LP | 0.04% | New | 1,701 | $273K |
| Harbour Investments, Inc. | 0.00% | Add +73.4% | 1,677 | $269K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,647 | $264K |
| L2 Asset Management, LLC | 0.03% | Reduce -36.5% | 1,640 | $263K |
| First Bank & Trust | 0.04% | Reduce -8.3% | 1,628 | $261K |
| Linden Thomas Advisory Services, LLC | 0.02% | Reduce -1.0% | 1,613 | $259K |
| Seven Mile Advisory | 0.17% | New | 1,612 | $258K |
| Two Sigma Securities, LLC | 0.02% | Reduce -32.6% | 1,607 | $258K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 1,602 | $257K |
| HMS Capital Management, LLC | 0.09% | Reduce -1.0% | 1,581 | $254K |
| Mirabella Financial Services LLP | 0.03% | Reduce -37.8% | 1,509 | $242K |
| AlphaGrep UK Ltd | 0.07% | Reduce -57.7% | 1,498 | $240K |
| AlphaCore Capital LLC | 0.00% | New | 1,498 | $240K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,523 | $239K |
| Claret Asset Management Corp | 0.03% | New | 1,441 | $231K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.7% | 1,430 | $229K |
| Frec Markets, Inc. | 0.02% | New | 1,414 | $227K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -82.7% | 1,413 | $227K |
| Guggenheim Capital LLC | 0.00% | Reduce -73.5% | 1,389 | $223K |
| Cetera Investment Advisers | 0.00% | Reduce -47.7% | 1,377 | $221K |
| Fiduciary Trust Co | 0.00% | Reduce -0.4% | 1,355 | $217K |
| Penserra Capital Management LLC | 0.00% | Add +31.4% | 1,357 | $217K |
| Birch Financial Group, LLC | 0.11% | New | 1,326 | $213K |
| Brand Asset Management Group, Inc. | 0.05% | New | 1,309 | $210K |
| DNB Asset Management AS | 0.00% | No change | 1,308 | $210K |
| Itau Unibanco Holding S.A. | 0.00% | New | 1,300 | $208K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -5.5% | 1,289 | $207K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -14.1% | 1,270 | $204K |
| Vise Technologies, Inc. | 0.00% | New | 1,265 | $203K |
| Mutual Advisors, LLC | 0.00% | New | 1,262 | $202K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 1,252 | $201K |
| OneDigital Investment Advisors LLC | 0.00% | New | 1,250 | $200K |
| Nykredit A/S | 0.00% | — | 1,168 | $187K |
| Rothschild Investment LLC | 0.01% | Add +21.9% | 1,158 | $186K |
| Osaic Holdings, Inc. | 0.00% | Add +201.2% | 1,021 | $164K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.2% | 4,809 | $152K |
| Walleye Trading LLC | 0.00% | Add +74.5% | 944 | $151K |
| STRS Ohio | 0.00% | Add +71.9% | 904 | $145K |
| GAMMA Investing LLC | 0.01% | Add +74.5% | 834 | $134K |
| Parallel Advisors, LLC | 0.00% | Add +11.9% | 787 | $126K |
| Advisors Asset Management, Inc. | 0.00% | Add +25.3% | 747 | $120K |
| Huntington National Bank | 0.00% | Add +24.3% | 722 | $116K |
| IFP Advisors, Inc | 0.00% | No change | 625 | $100K |
| KBC Group NV | 0.00% | No change | 579 | $93K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -99.1% | 542 | $87K |
| Arax Advisory Partners | 0.00% | New | 534 | $86K |
| Covestor Ltd | 0.05% | Reduce -1.1% | 533 | $85K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -3.1% | 473 | $76K |
| Signaturefd, LLC | 0.00% | Add +120.8% | 468 | $75K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -72.2% | 460 | $74K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.7% | 456 | $73K |
| Versant Capital Management, Inc | 0.01% | Add +169.1% | 452 | $72K |
| Quantbot Technologies LP | 0.00% | Reduce -95.6% | 423 | $68K |
| Blue Trust, Inc. | 0.00% | Add +46.9% | 423 | $68K |
| UMB Bank, n.a. | 0.00% | Add +109.7% | 411 | $66K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -16.8% | 313 | $50K |
| Reyes Financial Architecture, Inc. | 0.03% | Add +18.3% | 297 | $48K |
| Caitlin John, LLC | 0.02% | Reduce -85.4% | 281 | $45K |
| Employees Retirement System of Texas | 0.00% | No change | 212 | $34K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +139.1% | 208 | $33K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -80.9% | 195 | $31K |
| Allworth Financial LP | 0.00% | Reduce -13.6% | 184 | $30K |
| Sterling Capital Management LLC | 0.00% | Reduce -3.8% | 151 | $24K |
| Leonteq Securities AG | 0.00% | New | 150 | $24K |
| Quarry LP | 0.00% | New | 149 | $24K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +17.1% | 123 | $20K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -13.0% | 94 | $15K |
| First Horizon Corp. | 0.00% | Add +15.0% | 92 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -74.2% | 90 | $14K |
| Private Trust Co. NA | 0.00% | Add +1350.0% | 87 | $14K |
| Parkside Financial Bank & Trust | 0.00% | Add +18.2% | 78 | $13K |
| Tidemark, LLC | 0.00% | No change | 76 | $12K |
| Bogart Wealth, LLC | 0.00% | Add +305.6% | 73 | $12K |
| American National Bank & Trust | 0.00% | Add +25.4% | 69 | $11K |
| Bayforest Capital Ltd | 0.01% | Reduce -76.6% | 58 | $9K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -1.7% | 58 | $9K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 56 | $9K |
| Global Retirement Partners, LLC | 0.00% | — | 54 | $9K |
| First Command Advisory Services, Inc. | 0.00% | Add +168.8% | 43 | $7K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -2.3% | 42 | $7K |
| Smartleaf Asset Management LLC | 0.00% | No change | 38 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -63.4% | 37 | $6K |
| Elevation Wealth Partners, LLC | 0.00% | New | 30 | $5K |
| Silver Grove Financial Group, Inc. | 0.00% | Reduce -69.4% | 30 | $5K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 25 | $4K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 26 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 23 | $4K |
| JPL Wealth Management, LLC | 0.00% | No change | 22 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $3K |
| Danske Bank A/S | 0.00% | No change | 20 | $3K |
| Kilter Group LLC | 0.00% | Add +18.8% | 19 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +157.1% | 18 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -10.5% | 17 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -23.8% | 16 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +77.8% | 16 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +400.0% | 15 | $2K |
| Continuum Advisory, LLC | 0.00% | New | 14 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | New | 13 | $2K |
| Private Wealth Management Group, LLC | 0.00% | Add +200.0% | 12 | $2K |
| Kingdom Financial Group LLC. | 0.00% | No change | 12 | $2K |
| Highline Wealth Partners LLC | 0.00% | Reduce -14.3% | 12 | $2K |
| Globeflex Capital L P | 0.00% | New | 11 | $2K |
| CVA Family Office, LLC | 0.00% | Add +22.2% | 11 | $2K |
| Fiduciary Financial Advisors | 0.00% | New | 10 | $2K |
| Acumen Wealth Advisors, LLC | 0.00% | No change | 9 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | Add +700.0% | 8 | $1K |
| High Note Wealth, LLC | 0.00% | New | 7 | $1K |
| Bank of New Hampshire | 0.00% | Reduce -46.1% | 7 | $1K |
| Avion Wealth | 0.00% | New | 8 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -27.3% | 8 | $1K |
| Abound Wealth Management | 0.00% | Add +50.0% | 6 | $963 |
| SouthState Bank Corp | 0.00% | New | 6 | $963 |
| Park Place Capital Corp | 0.00% | No change | 6 | $962 |
| CoreCap Advisors, LLC | 0.00% | No change | 6 | $962 |
| Fortitude Family Office, LLC | 0.00% | Add +400.0% | 5 | $802 |
| West Paces Advisors Inc. | 0.00% | New | 5 | $802 |
| JFS Wealth Advisors, LLC | 0.00% | Add +400.0% | 5 | $802 |
| Manchester Capital Management LLC | 0.00% | Add +300.0% | 4 | $642 |
| MV Capital Management, Inc. | 0.00% | Add +300.0% | 4 | $642 |
| Cromwell Holdings LLC | 0.00% | No change | 4 | $641 |
| Activest Wealth Management | 0.00% | New | 4 | $641 |
| Hughes Financial Services, LLC | 0.00% | Add +33.3% | 4 | $641 |
| Rossby Financial, LCC | 0.00% | Add +200.0% | 3 | $481 |
| North Star Investment Management Corp. | 0.00% | Reduce -75.0% | 3 | $481 |
| Cornerstone Planning Group LLC | 0.00% | No change | 2 | $324 |
| WPG Advisers, LLC | 0.00% | No change | 2 | $321 |
| Rialto Wealth Management, LLC | 0.00% | New | 2 | $321 |
| Signature Equity Partners, LLC | 0.00% | Reduce -81.8% | 2 | $321 |
| Clearstead Advisors, LLC | 0.00% | Reduce -98.7% | 2 | $321 |
| Mather Group, Llc. | 0.00% | New | 2 | $321 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.8% | 2 | $321 |
| Simplex Trading, LLC | 0.00% | New | 2 | $320 |
| American Capital Advisory, LLC | 0.00% | New | 1 | $161 |
| Planning Strategies Inc. | 0.00% | — | 1 | $160 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $160 |
| Creative Capital Management Investments LLC | 0.00% | New | 1 | $160 |
| Rakuten Securities, Inc. | 0.00% | Reduce -75.0% | 1 | $160 |
| LRI Investments, LLC | 0.00% | New | 1 | $160 |
| Navigoe, LLC | 0.00% | New | 1 | $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.