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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 2024
the date the book describes
Filed
15 Aug 2024
latest of these filings; the earliest 9 Aug 2024
Managers listing it
7
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 5 listed it in both
Shares listed
604,347
combined, among listed positions
Reported value
$148m
combined, at the quarter end

Among the 94 comparable managers: 4 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing APPF in Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

7 of 7 holders

ActionFiling
Renaissance Technologies LLC219,000$54m0.09%Trimmed-38,5009 Aug 2024 (the filing on sec.gov)
Squarepoint Ops LLC185,034$45m0.07%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Artisan Partners LP108,639$27munder 0.1%Added+21,45712 Aug 2024 (the filing on sec.gov)
Bridgewater Associates LP65,350$16m0.08%Trimmed-5,86314 Aug 2024 (the filing on sec.gov)
Polen Capital Management LLC17,855$4.4munder 0.1%Trimmed-8,59912 Aug 2024 (the filing on sec.gov)
PDT Partners LLC4,633$1.1m0.11%Added+2515 Aug 2024 (the filing on sec.gov)
Winton Group Ltd3,836$938k0.06%Newnew9 Aug 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2024 to Q2 2024, 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 (1)

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 →