APPF
AppFolio Inc. · Technology · Software - Application
动量输入(同类管理人): 持有人广度 0.0% · 股份流向 +3.5% · 净新建仓位 -5.3% — 公式
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q3 2025
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (被动) | 2.46M | +2.3% | $677.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (被动) | 2.46M | +2.3% | $677.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (被动) | 2.46M | +2.3% | $677.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (被动) | 2.46M | +2.3% | $677.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | The Vanguard Group ✦ (被动) | 2.46M | +2.3% | $677.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (被动) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (被动) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (被动) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (被动) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (被动) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (被动) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (被动) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (被动) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (被动) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (被动) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | BlackRock ✦ (被动) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | BlackRock ✦ (被动) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | BlackRock ✦ (被动) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | BlackRock ✦ (被动) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | BlackRock ✦ (被动) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | BlackRock ✦ (被动) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | BlackRock ✦ (被动) | 2.41M | +2.4% | $665.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (被动) | 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 ✦ (被动) | 460.90K | +5.1% | $127.07M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 33 | Geode Capital Management ✦ (被动) | 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 | 新增 | $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 | 新增 | $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 ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Bridgewater Associates | $11.19M | 0.0% |
| Two Sigma Investments | $3.86M | 0.0% |
已清仓
| Norges Bank | $34.42M | 曾为 0.0% |
| Wellington Management | $10.20M | 曾为 0.0% |
| Point72 Asset Management | $1.41M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 394 持有人, 21.43M 股份, $3.25B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
10% owner · 62 股 · $13,897
10% owner · 94 股 · $20,907
10% owner · 1.01K 股 · $223,765
10% owner · 92 股 · $19,755
10% owner · 35 股 · $7,749
10% owner · 17 股 · $3,678
10% owner · 8 股 · $1,745
10% owner · 694 股 · $155,546
10% owner · 365 股 · $80,800
10% owner · 92 股 · $20,069
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
21.2% 占股份类别 · 查看 SEC 原始申报文件 ↗