APPF
AppFolio Inc. · Technology · Software - Application
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +3.5% · nuevas posiciones netas -5.3% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 2.46M | +2.3% | $677.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 2.46M | +2.3% | $677.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 2.46M | +2.3% | $677.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasivo) | 2.46M | +2.3% | $677.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | The Vanguard Group ✦ (pasivo) | 2.46M | +2.3% | $677.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | BlackRock ✦ (pasivo) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | BlackRock ✦ (pasivo) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | BlackRock ✦ (pasivo) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | BlackRock ✦ (pasivo) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (pasivo) | 678.07K | -2.0% | $186.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | T. Rowe Price ✦ | 571.09K | +25.7% | $157.43M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 25 | T. Rowe Price ✦ | 571.09K | +25.7% | $157.43M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 494.98K | -13.8% | $136.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 494.98K | -13.8% | $136.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 494.98K | -13.8% | $136.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 494.98K | -13.8% | $136.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 494.98K | -13.8% | $136.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 494.98K | -13.8% | $136.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Geode Capital Management ✦ (pasivo) | 460.90K | +5.1% | $127.07M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 33 | Geode Capital Management ✦ (pasivo) | 460.90K | +5.1% | $127.07M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 34 | Arrowstreet Capital ✦ | 317.41K | +8.4% | $87.50M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 244.18K | — | $67.31M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 244.18K | — | $67.31M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 244.18K | — | $67.31M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 244.18K | — | $67.31M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 244.18K | — | $67.31M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 244.18K | — | $67.31M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 244.18K | — | $67.31M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 244.18K | — | $67.31M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 244.18K | — | $67.31M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 244.18K | — | $67.31M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 244.18K | — | $67.31M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Renaissance Technologies ✦ | 164.50K | -28.2% | $45.35M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 47 | Marshall Wace ✦ | 119.54K | +108.2% | $32.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Marshall Wace ✦ | 119.54K | +108.2% | $32.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Marshall Wace ✦ | 119.54K | +108.2% | $32.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Millennium Management ✦ | 108.87K | +108.2% | $30.01M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 108.69K | — | $29.96M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 108.69K | — | $29.96M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 108.69K | — | $29.96M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 108.69K | — | $29.96M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 108.69K | — | $29.96M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 108.69K | — | $29.96M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 108.69K | — | $29.96M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 108.69K | — | $29.96M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Bridgewater Associates ✦ | 40.59K | Nuevo | $11.19M | 0.0% | New | 1 | SEC ↗ |
| 60 | Goldman Sachs Group ✦ | 32.72K | — | $9.02M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Goldman Sachs Group ✦ | 32.72K | — | $9.02M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Goldman Sachs Group ✦ | 32.72K | — | $9.02M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Citadel Advisors ✦ | 26.98K | +2944.8% | $7.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 64 | Citadel Advisors ✦ | 26.98K | +2944.8% | $7.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 65 | AQR Capital Management ✦ | 25.83K | +202.7% | $7.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 66 | AQR Capital Management ✦ | 25.83K | +202.7% | $7.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 67 | AQR Capital Management ✦ | 25.83K | +202.7% | $7.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 68 | AQR Capital Management ✦ | 25.83K | +202.7% | $7.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 69 | Two Sigma Investments ✦ | 14.01K | Nuevo | $3.86M | 0.0% | New | 1 | SEC ↗ |
| 70 | D. E. Shaw & Co. ✦ | 8.26K | -39.9% | $2.28M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 71 | D. E. Shaw & Co. ✦ | 8.26K | -39.9% | $2.28M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 72 | Gotham Asset Management ✦ | 3.58K | +91.7% | $987,414 | 0.0% | ▲ Add | 6 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Bridgewater Associates | $11.19M | 0.0% |
| Two Sigma Investments | $3.86M | 0.0% |
Posición cerrada
| Norges Bank | $34.42M | era 0.0% |
| Wellington Management | $10.20M | era 0.0% |
| Point72 Asset Management | $1.41M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 394 tenedores, 21.43M acciones, $3.25B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
10% owner · 62 acc. · $13,897
10% owner · 94 acc. · $20,907
10% owner · 1.01K acc. · $223,765
10% owner · 92 acc. · $19,755
10% owner · 35 acc. · $7,749
10% owner · 17 acc. · $3,678
10% owner · 8 acc. · $1,745
10% owner · 694 acc. · $155,546
10% owner · 365 acc. · $80,800
10% owner · 92 acc. · $20,069
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
21.2% de clase · Ver presentación original ante la SEC ↗