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APPF in the 13F filings

Appfolio Inc · CUSIP 03783C100

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 Aug 2026
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 3 listed it in both
Shares listed
2,658,408
combined, among listed positions
Reported value
$426m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 9 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +592,824.

Managers listing APPF in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
T. Rowe Price Associates Inc700,358$112munder 0.1%Added+186,91714 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC394,158$63munder 0.1%Added+392,65227 Oct 2026 (the filing on sec.gov)
Invesco Ltd334,088$54munder 0.1%Added+228,36714 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)251,067$40munder 0.1%Added+122,63913 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP234,100$38munder 0.1%Trimmed-150,42913 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP224,904$36munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC185,840$30munder 0.1%Trimmed-41,44013 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP101,162$16munder 0.1%Added+82,02714 Aug 2026 (the filing on sec.gov)
Millennium Management LLC69,418$11munder 0.1%Trimmed-72,65014 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC30,438$4.9munder 0.1%Trimmed-50,22714 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC28,239$4.5munder 0.1%Added+25,37814 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP26,851$4.2munder 0.1%Added+51914 Aug 2026 (the filing on sec.gov)
Man Group PLC16,376$2.6munder 0.1%Trimmed-28,36714 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP15,972$2.6munder 0.1%Trimmed-108,34214 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP14,830$2.4munder 0.1%Trimmed-78,94113 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd9,838$1.6munder 0.1%Held014 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC7,244$1.1munder 0.1%Trimmed-7,11014 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC3,961$635kunder 0.1%Trimmed-4,56714 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.3,857$618kunder 0.1%Trimmed-27,32614 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP3,105$498kunder 0.1%Trimmed-85814 Aug 2026 (the filing on sec.gov)
Freestone Grove Partners LP2,179$349kunder 0.1%Added+10514 Aug 2026 (the filing on sec.gov)
Quantbot Technologies LP423$68kunder 0.1%Trimmed-9,15912 Aug 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
6 in Q3 2024 to 1 in Q2 2026

Tracked managers listing it, at least.

0246820162017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
APPF by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20152$12mn.a.n.a.
Q3 20151$14mn.a.n.a.
Q4 20151$12mn.a.n.a.
Q1 20161$21mn.a.n.a.
Q2 20161$30mn.a.n.a.
Q3 20161$40mn.a.n.a.
Q4 20161$49mn.a.n.a.
Q1 20171$58mn.a.n.a.
Q2 20173$63mn.a.n.a.
Q3 20174$65mn.a.n.a.
Q4 20172$26mn.a.n.a.
Q1 20183$25mn.a.n.a.
Q2 20183$27mn.a.n.a.
Q3 20183$27mn.a.n.a.
Q1 20192$13mn.a.n.a.
Q2 20192$11mn.a.n.a.
Q3 20192$93mn.a.n.a.
Q4 20193$109mn.a.n.a.
Q1 20204$110mn.a.n.a.
Q2 20204$146mn.a.n.a.
Q3 20205$129mn.a.n.a.
Q4 20205$239mn.a.n.a.
Q1 20216$226mn.a.n.a.
Q2 20215$224mn.a.n.a.
Q3 20214$159mn.a.n.a.
Q4 20215$169mn.a.n.a.
Q1 20224$76mn.a.n.a.
Q2 20223$30mn.a.n.a.
Q3 20223$20mn.a.n.a.
Q4 20222$6.3mn.a.n.a.
Q1 20232$7.5mn.a.n.a.
Q2 20233$10mn.a.n.a.
Q3 20235$52mn.a.n.a.
Q4 20236$75m51
Q1 20248$144m53
Q2 20247$148m44
Q3 20246$221m35
Q4 20245$301m41
Q1 20256$176m51
Q2 20254$152m04
Q3 20256$183m51
Q4 20254$168m1513
Q1 20263$98m1213
Q2 20261$63m915

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

APPF and GOOGL →APPF and AMZN →APPF and MSFT →Choose a stock to compare with APPF →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own APPF, latest filings →Back to the 13F Explorer →