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Disclosery

APPF APPFOLIO INC

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COM CL A (common), issuer CIK 1433195

398 managers (404 13F filers) reported a position in APPF shares at 2025-12-31, 20,964,943 shares in all. 47 filers opened a position and 63 filers sold out during the quarter.

Managers
398
13F filers
404
New
47
Added
156
Reduced
132
Sold out
63
Shares held by filers
20,964,943

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 holding2,565,099$597M+102,802Timeline
BlackRock, Inc.in group BlackRock, Inc.2,368,348$551M0.01%-44,59913F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,245,949$290M+78,670Timeline
Ashe Capital Management, LP1,077,915$251M24.3%-253,34513F-HRTimeline
STATE STREET CORPin group STATE STREET CORP685,656$160M0.01%+7,58513F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/669,317$156M0.02%+98,23013F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC638,241$148M0.41%+86,27213F-HRTimeline
Nellore Capital Management LLC529,696$123M13.8%+54,73213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…520,509$121M0.33%-95,11713F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC472,491$110M0.01%+11,58813F-HRTimelineGroup
GILDER GAGNON HOWE & CO LLC419,431$97.6M1.03%-98,31913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.416,260$96.8M0.01%+20,60913F-HRTimelineGroup
DF DENT & CO INC401,494$93.4M1.34%-26,10413F-HRTimeline
LONG WALK MANAGEMENT LP381,750$88.8M19.76%+93,25013F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …361,101$84M0.05%+43,68813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC358,915$83.5M0.06%+331,93813F-HRTimelineGroup
Caledonia (Private) Investments Pty Ltdin group Caledonia (Private) Investmen…332,635$77.4M1.48%+104,60913F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP287,027$66.8M0.01%+8,46613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/283,962$66.1M<0.01%+89,83713F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC281,495$65.5M0.05%+172,62713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY275,549$64.1M<0.01%+31,36913F-HR/ATimelineGroup
FMR LLCin group FMR LLC259,656$60.4M<0.01%-235,32113F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp213,151$49.6M0.16%+50,27513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP212,285$49.4M0.01%-33,64213F-HRTimelineGroup
Hudson Way Capital Management LLC202,853$47.2M3.75%+9,25713F-HRTimeline
Greenstone Partners & Co., LLC187,609$43.6M8.48%+54,83313F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC186,393$43.4M0.17%+74,76313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP182,591$42.5M0.03%+94,05213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp179,159$41.7M0.01%-8,13513F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP169,929$39.5M0.04%+50,38513F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co154,947$36M0.01%-3,26113F-HRTimelineGroup
BROWN CAPITAL MANAGEMENT LLC152,123$35.4M2.9%-189,81913F-HRTimeline
GW&K Investment Management, LLC149,087$34.7M0.3%+5,68413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC146,520$34.1M0.05%-17,98213F-HRTimeline
Caisse de depot et placement du Quebec139,629$32.5M0.06%-9,11213F-HRTimeline
JENNISON ASSOCIATES LLC129,401$30.1M0.02%+4,81913F-HRTimeline
Capital Impact Advisors, LLC128,314$29.9M2.34%+92,93613F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding126,482$29.4M+111,587Timeline
Ranger Investment Management, L.P.114,290$26.6M1.82%-30513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…109,089$25.6M0.03%+79,06913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN99,518$23.2M<0.01%-8,81613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC97,919$23M0.01%+3,83513F-HRTimelineGroup
NORGES BANK97,976$22.8M<0.01%new13F-HRTimeline
UBS Group AGgroup of 2 filers holding97,732$22.7M-12,740Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…85,613$19.9M0.02%+21,59613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO80,657$18.8M<0.01%+26,31413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding66,261$15.4M-4,626Timeline
Sone Capital Management, LLC64,542$15M1.22%+31,40413F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P63,940$14.9M0.02%new13F-HRTimelineGroup
Nuveen, LLCin group TIAA62,479$14.5M<0.01%+4,52813F-HRTimelineGroup
RHUMBLINE ADVISERS60,879$14.2M0.01%-1,65713F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND57,619$13.4M0.02%013F-HRTimeline
EULAV Asset Management55,449$12.9M0.34%013F-HRTimeline
BLAIR WILLIAM & CO/IL53,626$12.5M0.03%-63413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…52,416$12.2M0.02%+52,35813F-HR/ATimelineGroup
Tidal Investments LLCin group Tidal Investments LLC46,757$10.9M0.05%+45,31313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC44,958$10.5M<0.01%+12,23513F-HR/ATimelineGroup
LPL Financial LLC44,594$10.4M<0.01%+32,87513F-HRTimeline
Insight Holdings Group, LLCin group Insight Holdings Group, LLC44,550$10.4M0.78%-108,05013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Atika Capital Management LLCin group Atika Capital Management LLC44,500$10.4M1.44%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA43,884$10.2M<0.01%-40,18813F-HRTimelineGroup
Swiss National Bank42,840$9.97M0.01%+44013F-HRTimeline
Bridgewater Associates, LP42,436$9.87M0.04%+1,84213F-HRTimeline
Quantinno Capital Management LP41,216$9.59M0.02%+18,34513F-HRTimeline
Creative Planningin group Creative Planning41,004$9.54M0.01%-1,48613F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO40,007$9.31M0.01%+7,31813F-HRTimelineGroup
Nicholas Investment Partners, LP39,591$9.21M0.67%+2,30813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP39,107$9.1M0.19%-10,09413F-HRTimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …37,558$8.79M0.01%new13F-HRTimelineGroup
Verition Fund Management LLC37,651$8.76M0.05%+4,65713F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC37,601$8.75M0.02%+3,98113F-HRTimelineGroup
Edgestream Partners, L.P.36,779$8.56M0.24%+32,72013F-HRTimeline
TFJ Management, LLC36,166$8.41M6.06%+2,13613F-HRTimeline
Quantum Capital Management, LLC / NJ34,366$8M0.93%new13F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc33,432$7.78M<0.01%-1,70013F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers32,325$7.52M0.01%-1,66813F-HRTimelineGroup
Man Group plcin group Man Group plc32,038$7.45M0.01%-13,02713F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…31,646$7.36M0.01%+7,39813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC30,300$7.05M<0.01%+4,47113F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC29,821$6.94M<0.01%+8,20713F-HRTimelineGroup
Retirement Systems of Alabama27,692$6.44M0.02%+3913F-HRTimeline
PANAGORA ASSET MANAGEMENT INC27,288$6.35M0.02%new13F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co25,594$5.96M0.01%-5,93213F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management25,456$5.92M0.01%new13F-HRTimelineGroup
CROSSLINK CAPITAL INC25,025$5.82M0.45%new13F-HRTimeline
ALLIANCEBERNSTEIN L.P.24,670$5.74M<0.01%-7,44313F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC23,800$5.54M0.12%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC22,737$5.29M<0.01%-58713F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC22,448$5.22M<0.01%-1,82213F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…20,651$4.8M<0.01%-1913F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson19,872$4.62M<0.01%-48,68313F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC19,686$4.58M0.15%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources19,634$4.57M<0.01%+1,20913F-HRTimelineGroup
Advisors Capital Management, LLC19,285$4.49M0.05%-26613F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…18,126$4.22M0.01%+46013F-HRTimeline
Alamar Capital Management, LLC17,065$3.97M2.19%-1,12513F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …16,687$3.88M<0.01%-27113F-HRTimelineGroup
CHANNEL WEALTH LLC16,488$3.84M0.97%-2513F-HRTimeline
Kerrisdale Advisers, LLC16,016$3.73M1.76%+1,23813F-HRTimeline
Baker Avenue Asset Management, LP15,330$3.57M0.08%-82113F-HRTimeline
EFG International AGin group EFG International AG14,145$3.29M0.06%13F-HRTimelineGroup
Orion Porfolio Solutions, LLC14,149$3.29M0.02%-80613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC13,212$3.07M<0.01%-2,42913F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD12,920$3.01M0.01%+96513F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS12,695$2.95M0.01%+1,36113F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…12,317$2.87M0.01%-46513F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd12,268$2.85M0.06%+10,61913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK11,493$2.67M0.01%+9,55313F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS11,337$2.64M<0.01%+8,93913F-HRTimelineGroup
Illinois Municipal Retirement Fund11,166$2.6M0.03%+1,97213F-HRTimeline
AMALGAMATED BANK10,943$2.55M0.02%-12513F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al10,431$2.43M0.01%+1,41013F-HRTimeline
JUPITER ASSET MANAGEMENT LTDin group JUPITER ASSET MANAGEMENT LTD10,309$2.4M0.02%+65913F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC9,813$2.28M0.02%013F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…9,602$2.23M0.02%-96113F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC9,439$2.22M<0.01%-10,54913F-HRTimelineGroup
Police & Firemen's Retirement System of…9,459$2.2M0.02%-12013F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…9,457$2.2M0.01%+1,57813F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…9,340$2.17M<0.01%+20013F-HRTimeline
Treasurer of the State of North Carolina9,208$2.14M0.01%-67313F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP9,184$2.14M0.01%+1,44013F-HRTimeline
Davidson Kahn Capital Management, LLC9,170$2.13M1.11%-913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC8,681$2.02M0.02%+11013F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.8,566$1.99M0.01%-1,05113F-HRTimelineGroup
PARNASSUS INVESTMENTS, LLC8,438$1.96M0.01%+1,05013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,414$1.96M<0.01%-2,18213F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC8,131$1.89M0.01%-2,31513F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC8,126$1.89M0.02%-18,00813F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…7,121$1.66M0.01%-25413F-HRTimeline
State of Tennessee, Department of Treas…8,636$1.64M0.01%-36913F-HRTimeline
Legato Capital Management LLC6,738$1.57M0.13%+1,98613F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…6,681$1.55M<0.01%+2,21613F-HRTimeline
Handelsbanken Fonder AB6,680$1.55M<0.01%-1,22013F-HRTimeline
Quantum Portfolio Management LLC6,640$1.54M0.68%-3,36213F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC7,103$1.5M0.02%-5113F-HRTimeline
Louisiana State Employees Retirement Sy…6,400$1.49M0.03%013F-HRTimeline
KLP KAPITALFORVALTNING AS6,400$1.49M0.01%+1,40013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,221$1.45M<0.01%-40813F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…6,200$1.44M0.01%013F-HRTimeline
COMERICA BANK6,159$1.43M0.01%-56913F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM6,039$1.4M0.01%-41813F-HRTimeline
Evanson Asset Management, LLC6,000$1.4M0.08%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,873$1.37M<0.01%-2,38913F-HRTimelineGroup
Gotham Asset Management, LLC5,794$1.35M<0.01%+2,21213F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…5,774$1.34M0.01%-9613F-HRTimeline
Quantbot Technologies LP5,560$1.29M0.04%+4,25913F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…5,524$1.29M0.06%-34613F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM5,500$1.28M0.01%+10013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …5,423$1.26M<0.01%-1,40213F-HRTimelineGroup
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding5,395$1.26M+105Timeline
State of Alaska, Department of Revenue5,379$1.25M0.01%+1,80913F-HRTimeline
NorthCrest Asset Manangement, LLC5,295$1.24M0.03%+90513F-HRTimeline
Caption Management, LLC5,300$1.23M0.05%new13F-HRTimeline
New Age Alpha Advisors, LLC5,299$1.23M0.05%+30713F-HRTimeline
Twin Tree Management, LP5,244$1.22M0.12%new13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,095$1.19M0.02%+11713F-HRTimeline
Quent Capital, LLC5,030$1.17M0.08%+5,00813F-HRTimeline
South Dakota Investment Council4,860$1.13M0.02%-44013F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND4,596$1.07M0.01%-1813F-HRTimeline
XPONANCE LLC4,577$1.06M0.01%-27113F-HRTimeline
Verdence Capital Advisors LLC4,431$1.03M0.06%+3613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,311$1M<0.01%+15413F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …4,274$994K0.01%-43213F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,229$984K0.03%-5813F-HRTimelineGroup
NEW MEXICO EDUCATIONAL RETIREMENT BOARD4,200$977K0.03%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,170$970K<0.01%new13F-HRTimelineGroup
Index Technologies Group LLC4,030$938K0.98%13F-HRTimeline
Alpha Wealth Funds, LLC4,000$921K0.62%+10013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,933$915K<0.01%-1,58113F-HR/ATimelineGroup
AXQ CAPITAL, LP3,840$893K0.2%new13F-HRTimeline
Atria Investments, Inc3,820$889K0.01%-20913F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…3,739$870K<0.01%-13213F-HRTimelineGroup
AZZAD ASSET MANAGEMENT INC /ADV3,711$863K0.08%-11413F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P3,573$831K0.02%-40913F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC3,523$830K<0.01%+1,23013F-HRTimeline
Pacer Advisors, Inc.3,566$830K<0.01%+53613F-HR/ATimeline
Graham Capital Management, L.P.3,555$827K0.03%+1,29113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,499$814K<0.01%-42913F-HRTimelineGroup
&PARTNERS3,469$805K<0.01%-5513F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…3,395$790K<0.01%+21913F-HRTimelineGroup
LVZ, Inc.3,313$771K0.09%+44213F-HR/ATimeline
SG Americas Securities, LLC3,287$765K<0.01%-1,98213F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC3,168$737K0.07%new13F-HRTimeline
Three Seasons Wealth, LLC3,138$730K0.07%new13F-HRTimeline
Entropy Technologies, LP3,110$724K0.04%new13F-HRTimeline
State of Wyoming3,082$717K0.08%+1,88613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,064$713K<0.01%+1,69113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,029$705K<0.01%+2013F-HRTimelineGroup
Ensign Peak Advisors, Inc3,006$699K<0.01%-1,45713F-HR/ATimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC2,725$634K0.11%-1713F-HRTimelineGroup
AMI ASSET MANAGEMENT CORP2,712$631K0.04%+113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,710$630K<0.01%+5313F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC2,680$624K0.01%+1,87013F-HRTimelineGroup
SIMPLEX TRADING, LLC2,632$612K0.02%+2,19813F-HRTimeline
Cetera Investment Advisers2,574$599K<0.01%-11813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,524$587K<0.01%-14913F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC2,494$580K<0.01%+7613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,482$577K<0.01%+1313F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC2,455$571K<0.01%+20313F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,427$565K<0.01%-3,67113F-HRTimelineGroup