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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
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 4 listed it in both
Shares listed
3,057,729
combined, among listed positions
Reported value
$711m
combined, at the quarter end

Among the 92 comparable managers: 15 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +501,889.

Managers listing APPF in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, 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 Inc669,317$156munder 0.1%Added+98,23017 Feb 2026 (the filing on sec.gov)
Invesco Ltd416,260$97munder 0.1%Added+20,60919 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP361,101$84munder 0.1%Added+43,68813 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC358,915$84munder 0.1%Added+331,93817 Feb 2026 (the filing on sec.gov)
Millennium Management LLC281,495$65munder 0.1%Added+172,62717 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)259,656$60munder 0.1%Trimmed-235,32117 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP169,929$40munder 0.1%Added+50,38513 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC146,520$34m0.05%Trimmed-17,98212 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP99,876$23munder 0.1%Added+85,86717 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP42,436$9.9munder 0.1%Added+1,84213 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC37,651$8.8munder 0.1%Added+4,65713 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC37,601$8.7munder 0.1%Added+3,98113 Feb 2026 (the filing on sec.gov)
Man Group PLC32,038$7.5munder 0.1%Trimmed-13,02717 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC30,300$7.0munder 0.1%Added+4,47117 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP26,606$6.2munder 0.1%Added+25,72017 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC25,456$5.9munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP24,670$5.7munder 0.1%Trimmed-7,44317 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd19,872$4.6munder 0.1%Trimmed-48,68317 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.5,873$1.4munder 0.1%Trimmed-2,38917 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP5,560$1.3munder 0.1%Added+4,25910 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP4,170$970kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC2,427$565kunder 0.1%Trimmed-3,67127 Oct 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, 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 (2)

Exited (6)

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 →