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APPFOLIO INC hedge fund holdings

APPFNASDAQ
$202.97-1.27 (-0.62% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

APPF · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-19.7%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025132145$693M$434M361Aug 14, 2025
Q3 2025150124$497M$636M389Nov 14, 2025
Q4 2025145140$602M$394M380Feb 14, 2026
Q1 2026209141$523M$418M378May 15, 2026
Q2 2026158150$636M$377M367Aug 14, 2026

Quarterly action breakdown

Q2 2026
367 filers
New position
49
$181M+1.13M sh
Increased
109
$455M+2.84M sh
Reduced
95
-$319M-1.99M sh
Out / sold
55
-$58.2M-363K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
London Co of VirginiaNew Buy+$113M$113M0.64%Aug 14, 2026
Wellington Management Group LLPNew Buy+$36.1M$36.1M0.01%Aug 14, 2026
Lead Edge Capital Management, LLCAdded 90.08%+$30.4M$64.1M11.64%Aug 14, 2026
Jennison Associates LLCAdded 212.92%+$26M$38.2M0.02%Aug 3, 2026
Natixis Advisors, LLCAdded 403.63%+$22.1M$27.6M0.03%Aug 14, 2026
Kayne Anderson Rudnick Investment Management LLCReduce 22.58%-$16.5M$56.4M0.18%Aug 13, 2026
Long Walk Management LPAdded 49.08%+$16.1M$48.9M11.09%Aug 14, 2026
Fiera Capital CorpReduce 42.77%-$15.1M$20.2M0.07%Aug 7, 2026
William Blair Investment Management, LLCAdded 12.22%+$12.6M$116M0.35%Aug 12, 2026
HMI Capital Management, L.P.New Buy+$12M$12M1.69%Aug 14, 2026
Edgestream Partners, L.P.Reduce 91.43%-$10.3M$963K0.03%Aug 11, 2026
Pacer Advisors, Inc.Reduce 88.01%-$10.1M$1.38M0.00%Aug 13, 2026
TFJ Management, LLCSell 100%-$8.17M$00.00%Aug 14, 2026
Tidal Investments LLCSell 100%-$8.01M$00.00%Aug 13, 2026
Langdon Equity PartnersAdded 141.13%+$7.98M$13.6M7.62%Aug 13, 2026
Ranger Investment Management, L.P.Reduce 42.52%-$6.73M$9.09M0.58%Aug 13, 2026
Caledonia (Private) Investments Pty LtdReduce 11.52%-$6.06M$46.6M1.59%Aug 14, 2026
Gotham Asset Management, LLCAdded 208.26%+$6.06M$8.97M0.02%Aug 14, 2026
Riverbridge Partners LLCReduce 42.30%-$5.98M$8.15M0.23%Jul 13, 2026
Quantum Capital Management, LLC / NJSell 100%-$5.35M$00.00%Aug 11, 2026
Crosslink Capital IncAdded 30.56%+$3.5M$15M1.11%Aug 14, 2026
TenCore Partners, LPReduce 19.69%-$3.47M$14.2M11.02%Aug 12, 2026
Tensile Capital Management LPAdded 37.74%+$3.21M$11.7M1.62%Aug 14, 2026
Zevenbergen Capital Investments LLCAdded 49.61%+$3.05M$9.19M0.21%Jul 16, 2026
Nellore Capital Management LLCAdded 2.92%+$2.98M$105M11.66%Aug 14, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Added 4352.24%+$2.97M$3.03M0.00%Aug 13, 2026
Bridgewater Associates, LPSell 100%-$2.88M$00.00%Aug 14, 2026
Sone Capital Management, LLCReduce 13.05%-$2.8M$18.6M1.42%Aug 14, 2026
Gilder Gagnon Howe & Co LLCReduce 5.68%-$2.42M$40.1M0.41%Aug 14, 2026
Caisse de depot et placement du QuebecReduce 9.59%-$2.35M$22.1M0.03%Aug 14, 2026
Nicholas Investment Partners, LPNew Buy+$2.26M$2.26M0.13%Aug 14, 2026
Blair William & CoReduce 26.10%-$2.12M$6M0.02%Aug 11, 2026
Isthmus Partners, LLCNew Buy+$1.92M$1.92M0.19%Jul 20, 2026
Baker Avenue Asset Management, LPAdded 74.37%+$1.87M$4.39M0.08%Jul 28, 2026
Elo Mutual Pension Insurance CoNew Buy+$1.87M$1.87M0.02%Aug 13, 2026
Nordea Investment Management ABReduce 28.73%-$1.67M$4.14M0.00%Aug 5, 2026
Vestcor IncAdded 128.34%+$1.43M$2.54M0.06%Aug 11, 2026
Brown Capital Management LLCReduce 7.94%-$1.38M$16M3.19%Jul 27, 2026
Kerrisdale Advisers, LLCReduce 37.77%-$1.35M$2.23M0.56%Aug 14, 2026
Campbell & CO Investment Adviser LLCSell 100%-$1.28M$00.00%Aug 3, 2026
Lecap Asset Management LtdSell 100%-$1.18M$00.00%Jul 30, 2026
Quantum Portfolio Management LLCSell 100%-$1.11M$00.00%Aug 14, 2026
Ensign Peak Advisors, IncReduce 82.69%-$1.08M$227K0.00%Aug 14, 2026
First Trust Advisors LPAdded 4.58%+$903K$20.6M0.01%Aug 11, 2026
Jackson Creek Investment Advisors LLCNew Buy+$826K$826K0.27%Aug 10, 2026
Retirement Systems of AlabamaReduce 16.69%-$799K$3.99M0.01%Jul 28, 2026
KLP Kapitalforvaltning AsAdded 56.93%+$738K$2.03M0.01%Aug 12, 2026
Allstate CorpNew Buy+$737K$737K0.01%Aug 13, 2026
First Citizens Bank & Trust CoAdded 91.05%+$703K$1.48M0.02%Jul 13, 2026
Envestnet Portfolio Solutions, Inc.Added 91.13%+$702K$1.47M0.01%Jul 20, 2026
Lighthouse Investment Partners, LLCSell 100%-$698K$00.00%Aug 14, 2026
State of New Jersey Common Pension Fund DReduce 32.95%-$674K$1.37M0.00%Aug 4, 2026
Handelsbanken Fonder ABAdded 62.87%+$674K$1.75M0.01%Jul 10, 2026
VANGUARD ASSET MANAGEMENT, LtdAdded 21.46%+$671K$3.8M0.00%Aug 13, 2026
Index Technologies Group LLCSell 100%-$667K$00.00%Aug 14, 2026
Hussman Strategic Advisors, Inc.Sell 100%-$663K$00.00%Aug 3, 2026
Axq Capital, LPReduce 62.32%-$643K$389K0.04%Aug 6, 2026
Oak Thistle LLCNew Buy+$637K$637K0.06%Jul 21, 2026
Guggenheim Capital LLCReduce 73.48%-$617K$223K0.00%Aug 12, 2026
Daiwa Securities Group Inc.Reduce 37.09%-$580K$983K0.00%Jul 31, 2026
Illinois Municipal Retirement FundReduce 27.34%-$549K$1.46M0.02%Aug 12, 2026
Agf Management LtdReduce 15.56%-$526K$2.85M0.01%Aug 10, 2026
Vident Advisory, LLCAdded 27.85%+$497K$2.28M0.02%Aug 12, 2026
Fieldview Capital Management, LLCSell 100%-$464K$00.00%Aug 14, 2026
FORA Capital, LLCSell 100%-$462K$00.00%Aug 13, 2026
Argent Trust CoNew Buy+$459K$459K0.01%Aug 6, 2026
Canada Pension Plan Investment BoardSell 100%-$458K$00.00%Aug 14, 2026
Global Endowment Management, LPSell 100%-$451K$00.00%Aug 14, 2026
LVZ, Inc.Added 75.79%+$428K$993K0.10%Jul 9, 2026
Quantinno Capital Management LPAdded 5.11%+$413K$8.5M0.01%Aug 13, 2026
South Dakota Investment CouncilAdded 37.54%+$401K$1.47M0.03%Aug 11, 2026
nVerses Capital, LLCSell 100%-$369K$00.00%Aug 4, 2026
Diversify Advisory Services, LLCNew Buy+$361K$361K0.01%Aug 10, 2026
AlphaGrep UK LtdReduce 57.70%-$328K$240K0.07%Aug 14, 2026
CANADA LIFE ASSURANCE CoAdded 6.02%+$324K$5.7M0.01%Aug 13, 2026
Alamar Capital Management, LLCAdded 12.01%+$309K$2.88M1.46%Aug 7, 2026
Yorktown Management & Research Co IncSell 100%-$308K$00.00%Jul 23, 2026
Inceptionr LLCAdded 46.34%+$300K$948K0.23%Aug 11, 2026
Delta Global Management LPNew Buy+$293K$293K0.03%Aug 13, 2026
Graham Capital Management, L.P.New Buy+$292K$292K0.01%Aug 14, 2026
Inscription Capital, LLCNew Buy+$283K$283K0.03%Aug 13, 2026
Evolve Private Wealth, LLCNew Buy+$282K$282K0.02%Aug 12, 2026
Mission Wealth Management, LPReduce 11.01%-$279K$2.26M0.03%Jul 20, 2026
Sig Brokerage, LPNew Buy+$273K$273K0.01%Aug 14, 2026
Caitlin John, LLCReduce 85.40%-$264K$45.1K0.02%Aug 17, 2026
Loomis Sayles & Co L PReduce 2.62%-$262K$9.73M0.01%Aug 14, 2026
Seven Mile AdvisoryNew Buy+$258K$258K0.17%Aug 13, 2026
Sequoia Financial Advisors, LLCNew Buy+$257K$257K0.00%Jul 17, 2026
DF Dent & Co IncReduce 0.49%-$250K$51.1M0.97%Aug 14, 2026
Claret Asset Management CorpNew Buy+$231K$231K0.02%Jul 27, 2026
Swiss Life Asset Management LtdAdded 97.33%+$228K$463K0.00%Jul 29, 2026
Frec Markets, Inc.New Buy+$227K$227K0.02%Aug 13, 2026
Mach-1 Financial Group, LLCSell 100%-$218K$00.00%Jul 29, 2026
MQS Management LLCSell 100%-$217K$00.00%Aug 7, 2026
Commerce BankAdded 10.71%+$216K$2.23M0.01%Aug 12, 2026
Birch Financial Group, LLCNew Buy+$213K$213K0.11%Jul 15, 2026
Brand Asset Management Group, Inc.New Buy+$210K$210K0.05%Aug 12, 2026
Itau Unibanco Holding S.A.New Buy+$208K$208K0.00%Aug 14, 2026
Vise Technologies, Inc.New Buy+$203K$203K0.00%Aug 11, 2026
Mutual Advisors, LLCNew Buy+$202K$202K0.00%Aug 14, 2026

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