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APPF · AMZN in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

APPFAMZN
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • APPF
  • AMZN
020406080202120222023202420252026
Holders and value by quarter
QuarterAPPFAMZN
Q3 20205 holders, $129m63 holders, $195bn
Q4 20205 holders, $239m65 holders, $198bn
Q1 20216 holders, $226m65 holders, $193bn
Q2 20215 holders, $224m66 holders, $221bn
Q3 20214 holders, $159m59 holders, $199bn
Q4 20215 holders, $169m66 holders, $209bn
Q1 20224 holders, $76m66 holders, $201bn
Q2 20223 holders, $30m58 holders, $125bn
Q3 20223 holders, $20m60 holders, $136bn
Q4 20222 holders, $6.3m56 holders, $93.6bn
Q1 20232 holders, $7.5m61 holders, $112bn
Q2 20233 holders, $10m64 holders, $144bn
Q3 20235 holders, $52m65 holders, $141bn
Q4 20236 holders, $75m69 holders, $172bn
Q1 20248 holders, $144m69 holders, $209bn
Q2 20247 holders, $148m70 holders, $224bn
Q3 20246 holders, $221m62 holders, $206bn
Q4 20245 holders, $301m68 holders, $250bn
Q1 20256 holders, $176m70 holders, $218bn
Q2 20254 holders, $152m71 holders, $253bn
Q3 20256 holders, $183m69 holders, $244bn
Q4 20254 holders, $168m74 holders, $280bn
Q1 20263 holders, $98m70 holders, $261bn
Q2 20261 holders, $63m72 holders, $305bn
APPF

Appfolio Inc

Holders
6
Reported value
$183m
Buyers
5
Sellers
1

Breadth +4 among 95 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software
AMZN

Amazon Com Inc

Holders
69
Reported value
$244bn
Buyers
33
Sellers
36

Breadth -3 among 95 comparable managers.

Consumer discretionaryCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q3 2025

Among the 70 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only APPF (1)

Renaissance Technologies LLC

Only AMZN (64)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, and 39 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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