APPF
AppFolio Inc. · Technology · Software - Application
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +4.5% · nuevas posiciones netas +0.9% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 107 | -3 | 14.12M | $2.26B | +6 | −9 |
| 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) | 2.56M | +4.1% | $595.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (pasivo) | 2.37M | -1.9% | $551.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×17 |
| 3 | Principal Financial Group Inc | 1.25M | — | $289.88M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 4 | State Street Global Advisors ✦ (pasivo) | 685.66K | +1.1% | $159.52M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 669.32K | +17.2% | $155.72M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 6 | Kayne Anderson Rudnick Investment… | 520.51K | — | $121.10M | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 7 | Geode Capital Management ✦ (pasivo) | 472.49K | +2.5% | $109.95M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 8 | Invesco Ltd. | 416.26K | — | $96.84M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 9 | Arrowstreet Capital ✦ | 361.10K | +13.8% | $84.01M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 358.92K | +1230.5% | $83.50M | 0.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 11 | Dimensional Fund Advisors Lp | 287.03K | — | $66.78M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 12 | Bank Of America Corp /De/ | 283.96K | — | $66.06M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 13 | Millennium Management ✦ | 281.50K | +158.6% | $65.49M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 275.55K | +12.8% | $64.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 15 | Fidelity (FMR) ✦ | 259.66K | -47.5% | $60.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 16 | Northern Trust Corp | 212.28K | — | $49.39M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 17 | First Trust Advisors Lp | 182.59K | — | $42.48M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 179.16K | — | $41.68M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 19 | Marshall Wace ✦ | 169.93K | +42.1% | $39.53M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 20 | Charles Schwab Investment… | 154.95K | — | $36.05M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Renaissance Technologies ✦ | 146.52K | -10.9% | $34.09M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 22 | Caisse De Depot Et Placement Du… | 139.63K | — | $32.48M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Jennison Associates Llc | 129.40K | — | $30.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Wealth Enhancement Advisory… | 109.09K | — | $25.62M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Two Sigma Investments ✦ | 99.88K | +612.9% | $23.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 99.52K | — | $23.15M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 27 | Raymond James Financial Inc | 97.92K | — | $23.04M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Norges Bank ✦ (pasivo) | 97.98K | Nuevo | $22.79M | 0.0% | New | 1 | SEC ↗ |
| 29 | Russell Investments Group, Ltd. | 85.61K | — | $19.92M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 30 | JPMorgan Chase ✦ | 80.66K | -25.8% | $18.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 31 | Loomis Sayles & Co L P | 63.94K | — | $14.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Nuveen, LLC | 62.48K | — | $14.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Rhumbline Advisers | 60.88K | — | $14.16M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 60.65K | — | $14.11M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | UBS AM, a distinct business unit of… | 57.77K | — | $13.44M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 36 | New York State Common Retirement… | 57.62K | — | $13.41M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Blair William & Co/Il | 53.63K | — | $12.48M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 52.42K | — | $12.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Tidal Investments LLC | 46.76K | — | $10.88M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 44.96K | +37.4% | $10.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 41 | LPL Financial LLC | 44.59K | — | $10.37M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Royal Bank Of Canada | 43.88K | — | $10.21M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 43 | Swiss National Bank | 42.84K | — | $9.97M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Bridgewater Associates ✦ | 42.44K | +4.5% | $9.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Quantinno Capital Management LP | 41.22K | — | $9.59M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Creative Planning | 41.00K | — | $9.54M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Sei Investments Co | 40.01K | — | $9.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 48 | UBS Group AG | 39.97K | — | $9.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | Nordea Investment Management Ab | 37.56K | — | $8.79M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 50 | Squarepoint Ops LLC | 37.60K | — | $8.75M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Legal & General Group Plc | 33.43K | — | $7.78M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 52 | Man Group plc | 32.04K | — | $7.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | AQR Capital Management ✦ | 30.30K | +17.3% | $7.05M | 0.0% | ▲ Add | 7 | SEC ↗ ×6 |
| 54 | Barclays Plc | 29.82K | — | $6.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 55 | Balyasny Asset Management L.P. | 25.46K | — | $5.92M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Alliancebernstein L.P. | 24.67K | — | $5.74M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Ameriprise Financial Inc | 22.74K | — | $5.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 58 | Victory Capital Management Inc | 22.45K | — | $5.22M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | California State Teachers… | 20.65K | — | $4.80M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Janus Henderson Group Plc | 19.87K | — | $4.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 61 | Franklin Resources Inc | 19.63K | — | $4.57M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 62 | State Board Of Administration Of… | 18.13K | — | $4.22M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Manufacturers Life Insurance… | 16.69K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Citigroup Inc | 13.21K | — | $3.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 65 | Bnp Paribas Financial Markets | 11.34K | — | $2.64M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Prudential Financial Inc | 9.44K | — | $2.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 67 | Daiwa Securities Group Inc. | 8.57K | — | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Parnassus Investments, Llc | 8.44K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Stifel Financial Corp | 8.41K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Zurcher Kantonalbank (Zurich… | 6.68K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Assetmark, Inc | 6.22K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | D. E. Shaw & Co. ✦ | 5.87K | -28.9% | $1.37M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 73 | Gotham Asset Management ✦ | 5.79K | +61.8% | $1.35M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 74 | Universal- Beteiligungs- und… | 5.42K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Commonwealth Equity Services, Llc | 4.31K | — | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Susquehanna International Group, Llp | 4.17K | — | $970,151 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Pacer Advisors, Inc. | 3.57K | — | $829,630 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Truist Financial Corp | 3.50K | — | $814,042 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 79 | Pictet Asset Management Holding SA | 3.40K | — | $789,847 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Cerity Partners LLC | 3.06K | — | $712,840 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 81 | Bank Of Montreal /Can/ | 3.03K | — | $704,698 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 82 | Ensign Peak Advisors, Inc | 3.01K | — | $699,346 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Deutsche Bank Ag\ | 2.71K | — | $630,481 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 84 | Simplex Trading, Llc | 2.63K | — | $612,334 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Cetera Investment Advisers | 2.57K | — | $598,840 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Pnc Financial Services Group, Inc. | 2.52K | — | $587,210 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 87 | Baird Financial Group, Inc. | 2.48K | — | $577,437 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 88 | American Century Companies Inc | 2.46K | — | $571,156 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Neuberger Berman Group LLC | 2.43K | — | $564,641 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 90 | Lazard Asset Management Llc | 2.40K | — | $557,197 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Us Bancorp \De\ | 2.36K | — | $549,752 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 92 | Cwm, Llc | 2.36K | — | $549,000 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Hsbc Holdings Plc | 2.33K | — | $542,614 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 94 | Captrust Financial Advisors | 2.27K | — | $528,348 | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Voya Investment Management Llc | 2.15K | — | $500,895 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Aviva Plc | 2.11K | — | $491,589 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Mercer Global Advisors Inc /Adv | 2.10K | — | $489,770 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Federated Hermes, Inc. | 1.94K | — | $450,992 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 99 | HighTower Advisors, LLC | 1.80K | — | $419,340 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Bank Of Nova Scotia | 1.79K | — | $417,607 | 0.0% | n/c | 1 | 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
| Norges Bank | $22.79M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
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 ↗