APPF
AppFolio Inc. · Technology · Software - Application
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +12.2% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 108 | -3 | 14.12M | $2.26B | +6 | −8 |
| Q1 2026 | 113 | -1 | 12.87M | $2.03B | +4 | −6 |
| Q4 2025 | 115 | 0 | 14.49M | $3.37B | +1 | — |
| Q3 2025 | 19 | 0 | 8.29M | $2.29B | +2 | −3 |
| Q2 2025 | 17 | 0 | 7.78M | $1.79B | +1 | −1 |
| Q1 2025 | 14 | +1 | 2.41M | $529.19M | +1 | — |
| Q4 2024 | 13 | 0 | 2.88M | $710.60M | +1 | −1 |
| Q3 2024 | 12 | -2 | 1.87M | $439.76M | +1 | −3 |
| Q2 2024 | 14 | — | 1.51M | $369.27M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 696.89K | — | $171.94M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | AQR Capital Management ✦ | 655.62K | +43.2% | $161.76M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 3 | AQR Capital Management ✦ | 655.62K | +43.2% | $161.76M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 655.62K | +43.2% | $161.76M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 655.62K | +43.2% | $161.76M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 416.51K | +0.8% | $102.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 416.51K | +0.8% | $102.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Norges Bank ✦ (passive) | 275.77K | -0.6% | $68.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 249.90K | +7.8% | $61.66M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 233.89K | +227.8% | $57.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wellington Management ✦ | 90.84K | -6.5% | $22.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bridgewater Associates ✦ | 77.30K | +2.9% | $19.07M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 68.33K | New | $16.86M | 0.0% | New | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 68.33K | New | $16.86M | 0.0% | New | 1 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 66.73K | -59.9% | $16.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 66.73K | -59.9% | $16.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 39.15K | -6.7% | $9.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 39.15K | -6.7% | $9.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Millennium Management ✦ | 5.35K | -34.2% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 3.80K | +27.7% | $938,276 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $16.86M | 0.0% |
| Citadel Advisors | $16.86M | 0.0% |
Exited
| Point72 Asset Management | $6.47M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 394 holders, 21.43M shares, $3.25B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
10% owner · 62 sh · $13,897
10% owner · 94 sh · $20,907
10% owner · 1.01K sh · $223,765
10% owner · 92 sh · $19,755
10% owner · 35 sh · $7,749
10% owner · 17 sh · $3,678
10% owner · 8 sh · $1,745
10% owner · 694 sh · $155,546
10% owner · 365 sh · $80,800
10% owner · 92 sh · $20,069
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
21.2% of class · View original SEC filing ↗