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Disclosery

APPF APPFOLIO INC

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COM CL A (common), issuer CIK 1433195

404 managers (411 13F filers) reported a position in APPF shares at 2025-09-30, 20,039,346 shares in all. 75 filers opened a position and 48 filers sold out during the quarter.

Managers
404
13F filers
411
New
75
Added
132
Reduced
142
Sold out
48
Shares held by filers
20,039,346

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VANGUARD GROUP INCgroup of 2 filers holding2,462,297$679M+56,191Timeline
BlackRock, Inc.in group BlackRock, Inc.2,412,947$665M0.01%+56,88213F-HRTimelineGroup
Ashe Capital Management, LP1,331,260$367M25.87%013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,167,279$322M+333,997Timeline
STATE STREET CORPin group STATE STREET CORP678,071$187M0.01%-14,10013F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…615,626$170M0.41%-70,83413F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/571,087$157M0.02%+116,60913F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC551,969$152M0.39%-181,45913F-HRTimeline
GILDER GAGNON HOWE & CO LLC517,750$143M1.45%-7,58413F-HRTimeline
FMR LLCin group FMR LLC494,977$136M0.01%-79,38613F-HRTimelineGroup
Nellore Capital Management LLC474,964$131M14.28%-31,92813F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC460,903$127M0.01%+22,38113F-HRTimelineGroup
DF DENT & CO INC427,598$118M1.52%-67,22013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.395,651$109M0.02%+81,77813F-HRTimelineGroup
BROWN CAPITAL MANAGEMENT LLC341,942$94.3M3.88%-236,80313F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …317,413$87.5M0.06%+24,64213F-HRTimelineGroup
LONG WALK MANAGEMENT LP288,500$79.5M16.07%+12,17513F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP278,561$76.8M0.02%+12,52113F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP245,927$67.8M0.01%+54,66813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY244,180$67.3M<0.01%-131,25613F-HR/ATimelineGroup
Caledonia (Private) Investments Pty Ltdin group Caledonia (Private) Investmen…228,026$62.9M1.02%-10,85413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/194,125$53.5M<0.01%+53,62013F-HR/ATimelineGroup
Hudson Way Capital Management LLC193,596$53.4M4.53%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp187,294$51.6M0.01%-34,51813F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC164,502$45.3M0.06%-64,59813F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp162,876$44.9M0.15%-3,28513F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co158,208$43.6M0.01%-1,46213F-HRTimelineGroup
Insight Holdings Group, LLCin group Insight Holdings Group, LLC152,600$42.1M2.6%013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Caisse de depot et placement du Quebec148,741$41M0.07%+38,87513F-HRTimeline
GW&K Investment Management, LLC143,403$39.5M0.35%-22,00413F-HRTimeline
Greenstone Partners & Co., LLC132,776$36.6M6.69%-1,45313F-HRTimeline
JENNISON ASSOCIATES LLC124,582$34.3M0.02%+34,41113F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP119,544$33M0.04%+62,11513F-HRTimelineGroup
Ranger Investment Management, L.P.114,595$31.6M2.2%-26,09013F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC111,630$30.8M0.12%-19,90213F-HRTimeline
UBS Group AGgroup of 2 filers holding110,472$30.5M-85,768Timeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC108,868$30M0.02%+56,58313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN108,334$29.9M0.01%+5,69713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC94,084$25.9M0.01%-7113F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP88,539$24.4M0.02%-56,17313F-HRTimelineGroup
1832 Asset Management L.P.88,500$24.4M0.04%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA84,072$23.2M<0.01%-13,03913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding70,887$19.5M-2,475Timeline
JANUS HENDERSON GROUP PLCin group Janus Henderson68,555$18.9M0.01%-63,27513F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…64,017$17.6M0.02%-6,39013F-HRTimelineGroup
RHUMBLINE ADVISERS62,536$17.2M0.01%-1,48713F-HRTimeline
Nuveen, LLCin group TIAA57,951$16M<0.01%+5,69213F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND57,619$15.9M0.02%-167,11813F-HRTimeline
EULAV Asset Management55,449$15.3M0.36%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO54,343$15M<0.01%+5,34813F-HR/ATimelineGroup
BLAIR WILLIAM & CO/IL54,260$15M0.04%-2,07713F-HRTimeline
Driehaus Capital Management LLC53,256$14.7M0.11%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP49,201$13.6M0.28%+7,04213F-HRTimeline
Man Group plcin group Man Group plc45,065$12.4M0.02%-21,60113F-HRTimelineGroup
Atika Capital Management LLCin group Atika Capital Management LLC44,500$12.3M1.04%013F-HRTimelineGroup
Creative Planningin group Creative Planning42,490$11.7M0.01%+31,76113F-HRTimelineGroup
Swiss National Bank42,400$11.7M0.01%-10013F-HRTimeline
Bridgewater Associates, LP40,594$11.2M0.04%new13F-HRTimeline
Watchtower Advisors, LP40,000$11M5.14%-21,25313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC38,071$10.5M0.01%-184,81813F-HRTimelineGroup
DANSKE BANK A/S37,842$10.4M0.03%+37,71013F-HR/ATimeline
Nicholas Investment Partners, LP37,283$10.3M0.79%+73713F-HRTimeline
Capital Impact Advisors, LLC35,378$9.75M2.18%+8,69113F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc35,132$9.68M<0.01%-1,64313F-HRTimelineGroup
TFJ Management, LLC34,030$9.38M6.32%013F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding33,993$9.37M-2,344Timeline
Squarepoint Ops LLCin group Squarepoint Ops LLC33,620$9.27M0.02%-93,06913F-HRTimelineGroup
Sone Capital Management, LLC33,138$9.13M0.76%new13F-HRTimeline
Verition Fund Management LLC32,994$9.1M0.05%-2,30413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC32,723$9.02M<0.01%-35,77113F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO32,689$9.01M0.01%-10,28713F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co31,526$8.88M0.01%-7,99313F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.32,113$8.85M<0.01%+1,91713F-HRTimeline
AXA Investment Managers S.A.28,084$7.74M0.02%13F-HRTimeline
Retirement Systems of Alabama27,653$7.62M0.03%-51613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,977$7.44M0.01%+26,09113F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC26,134$7.2M0.09%new13F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,020$7.19M0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC25,829$7.12M<0.01%+17,29713F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC24,270$6.69M<0.01%-37,81913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…24,248$6.68M0.01%+18,82213F-HRTimelineGroup
ZEVENBERGEN CAPITAL INVESTMENTS LLC23,800$6.56M0.13%+3,80013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC23,324$6.43M<0.01%-2,31513F-HRTimelineGroup
Quantinno Capital Management LP22,871$6.3M0.02%+1,00813F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC21,614$5.96M<0.01%+10,94613F-HR/ATimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…20,670$5.7M0.01%-63513F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC20,277$5.59M0.05%+11,86213F-HRTimeline
LIGHT STREET CAPITAL MANAGEMENT, LLC20,000$5.51M0.93%new13F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC19,988$5.51M0.01%+18,12113F-HRTimelineGroup
Advisors Capital Management, LLC19,551$5.39M0.07%+34913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources18,425$5.08M<0.01%-3,17613F-HRTimelineGroup
Alamar Capital Management, LLC18,190$5.01M2.65%-11013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…17,666$4.87M0.01%+89413F-HRTimeline
TUDOR INVESTMENT CORP ET AL16,984$4.68M0.03%new13F-HR/ATimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …16,958$4.67M<0.01%-76113F-HRTimelineGroup
CHANNEL WEALTH LLC16,513$4.55M1.22%-1313F-HRTimeline
Baker Avenue Asset Management, LP16,151$4.45M0.11%-28613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,641$4.31M<0.01%+9,13213F-HRTimelineGroup
Orion Porfolio Solutions, LLC14,955$4.12M0.03%+94913F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding14,895$4.11MnewTimeline
Kerrisdale Advisers, LLC14,778$4.07M2.11%+1,83613F-HRTimeline
Aquatic Capital Management LLC12,844$3.54M0.07%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…12,782$3.52M0.02%-61213F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD11,955$3.3M0.01%-2,35913F-HRTimelineGroup
LPL Financial LLC11,719$3.23M<0.01%+5713F-HRTimeline
EFG Asset Management (North America) Co…11,702$3.23M0.42%-1,79513F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS11,334$3.12M0.01%-38113F-HRTimeline
AMALGAMATED BANK11,068$3.05M0.02%+4613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,596$2.92M<0.01%-1,23313F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…10,563$2.91M0.03%-89913F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC10,446$2.88M0.01%+1,07613F-HRTimeline
Quantum Portfolio Management LLC10,002$2.76M0.82%+5,73913F-HRTimeline
Treasurer of the State of North Carolina9,881$2.72M0.01%-39213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC9,813$2.71M0.02%-3,42913F-HRTimeline
JUPITER ASSET MANAGEMENT LTDin group JUPITER ASSET MANAGEMENT LTD9,650$2.66M0.02%-19,11013F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.9,617$2.65M0.01%-79613F-HRTimelineGroup
Police & Firemen's Retirement System of…9,579$2.64M0.02%+1,36513F-HRTimeline
Horizon Investments, LLC9,295$2.56M0.03%+9,29413F-HRTimeline
Illinois Municipal Retirement Fund9,194$2.53M0.03%+3,07913F-HRTimeline
Davidson Kahn Capital Management, LLC9,179$2.53M1.41%-4613F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…9,140$2.52M<0.01%+20013F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al9,021$2.49M0.02%-60013F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding9,013$2.48MnewTimeline
State of Tennessee, Department of Treas…9,005$2.48M0.01%-1,91813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC8,571$2.36M0.02%+5,35213F-HRTimelineGroup
WOLVERINE TRADING, LLC8,162$2.31M0.05%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,262$2.28M<0.01%-5,48513F-HRTimelineGroup
BURNEY CO/7,997$2.2M0.07%+28813F-HRTimeline
Handelsbanken Fonder AB7,900$2.18M0.01%+2,70013F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…7,879$2.17M0.01%-1,16213F-HRTimelineGroup
KING LUTHER CAPITAL MANAGEMENT CORP7,744$2.13M0.01%013F-HRTimeline
PARNASSUS INVESTMENTS, LLC7,388$2.04M<0.01%+53013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…7,375$2.03M0.01%+3513F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC7,154$1.97M0.02%-58013F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD6,859$1.89M<0.01%-74013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …6,825$1.88M<0.01%-4,18313F-HRTimelineGroup
COMERICA BANK6,728$1.85M0.01%-47113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,629$1.83M<0.01%-5413F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM6,457$1.78M0.01%-3213F-HRTimeline
Louisiana State Employees Retirement Sy…6,400$1.76M0.03%-10013F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…6,200$1.71M0.01%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,098$1.68M<0.01%-4,05713F-HRTimelineGroup
Evanson Asset Management, LLC6,000$1.65M0.09%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…5,870$1.62M0.08%-89613F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…5,870$1.62M0.01%-5113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp5,514$1.52M0.01%-32813F-HRTimelineGroup
Qube Research & Technologies Ltd5,490$1.51M<0.01%new13F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM5,400$1.49M0.01%-10013F-HRTimeline
South Dakota Investment Council5,300$1.46M0.03%+1,00013F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding5,290$1.46M+15Timeline
SG Americas Securities, LLC5,269$1.45M0.01%-15,07313F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,204$1.43M0.07%new13F-HRTimeline
KLP KAPITALFORVALTNING AS5,000$1.38M0.01%+30013F-HRTimeline
New Age Alpha Advisors, LLC4,992$1.38M0.06%-14913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO4,978$1.37M0.03%+42213F-HRTimeline
XPONANCE LLC4,848$1.34M0.01%+17913F-HRTimeline
Legato Capital Management LLC4,752$1.31M0.14%013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …4,706$1.3M0.01%-20013F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND4,614$1.27M0.02%-12113F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…4,465$1.23M<0.01%-1,16813F-HRTimeline
Ensign Peak Advisors, Inc4,463$1.23M<0.01%-3,20013F-HR/ATimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,287$1.18M0.04%-18813F-HRTimelineGroup
NEW MEXICO EDUCATIONAL RETIREMENT BOARD4,200$1.16M0.04%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,157$1.15M<0.01%-80513F-HRTimeline
Edgestream Partners, L.P.4,059$1.12M0.03%+1,41113F-HRTimeline
Atria Investments, Inc4,029$1.11M0.01%+19913F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P3,982$1.1M0.03%-6,10913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,928$1.08M<0.01%+4313F-HRTimelineGroup
Verdence Capital Advisors LLC4,395$1.08M0.06%+20013F-HRTimeline
Barrier Capital Management, LLC3,883$1.07M0.79%new13F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…3,871$1.07M0.01%-33213F-HRTimelineGroup
Alpha Wealth Funds, LLC3,900$1.06M0.87%+50013F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV3,825$1.05M0.1%-12,11013F-HRTimeline
NorthCrest Asset Manangement, LLC4,390$1.05M0.03%+1,56113F-HRTimeline
Gotham Asset Management, LLC3,582$987K<0.01%+1,71313F-HRTimeline
State of Alaska, Department of Revenue3,570$983K0.01%+97513F-HRTimeline
&PARTNERS3,524$971K0.01%+33413F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…3,176$875K<0.01%-18913F-HRTimelineGroup
NORDEN GROUP LLC3,174$875K0.09%-62713F-HRTimeline
Virtue Capital Management, LLC28,667$852K0.14%new13F-HR/ATimeline
Pacer Advisors, Inc.3,030$835K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,009$829K<0.01%-20113F-HRTimelineGroup
Element Squared LLC2,939$810K0.46%new13F-HRTimeline
LVZ, Inc.2,871$791K0.09%+42913F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE2,827$779K<0.01%-10013F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT2,814$775K0.01%new13F-HRTimeline
Versor Investments LP2,801$772K0.14%-2,31013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC2,742$756K0.14%-29413F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC2,735$754K<0.01%+31013F-HRTimelineGroup
Blueshift Asset Management, LLC2,733$753K0.23%new13F-HRTimeline
AMI ASSET MANAGEMENT CORP2,711$747K0.04%-713F-HRTimeline
Cetera Investment Advisers2,692$742K<0.01%+47013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,673$737K<0.01%+47113F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,657$732K<0.01%+82513F-HRTimelineGroup
Portside Wealth Group, LLC2,648$730K0.1%-1,18013F-HRTimeline
Curbstone Financial Management Corp2,550$703K0.14%-54013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,469$681K<0.01%-6113F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC2,418$668K<0.01%+21513F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,398$661K<0.01%+26013F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC2,380$656K<0.01%-7,17113F-HRTimelineGroup