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Get Institutions for : 
Appfolio Inc (APPF)  
$230.40 4.38 (1.87%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 290    30
Total shares held : 
 17,231,061  
% of shares held : 
 95.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   68  
Amount of shares held : 
 945,086  
% of shares held change : 
   5.22%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $184.52  
Last Quarter's Ending Price : 
 $173.24  
Last Quarter's Average Price : 
 $187.35  
Change from last quarter's     
avg. price to the last closing  : 
43.05 (22.98%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
49
 835,120
 4.85%
 
Increased Positions :
119
 2,324,041
 13.49%
 
Unchanged Positions :
41
 176,456
 1.02%
 
Decreased Positions :
81
-1,287,275
-7.47%
 
Closed Positions :
19
-926,800
-5.38%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   T. Rowe Price Investment Management Inc. 408 *New 2024-03-31 187,127 $46,172,000 187,127
   Jackson Square Partners LLC 37 *New 2024-03-31 87,411 $21,568,000 87,411
   ARTISAN PARTNERS LIMITED PARTNERSHIP 264 *New 2024-03-31 87,182 $21,511,000 87,182
   PANAGORA ASSET MANAGEMENT INC 222 *New 2024-03-31 47,071 $11,614,000 47,071
   Manchester Global Management (UK) Ltd 18 *New 2024-03-31 45,589 $11,249,000 45,589
   Spence Asset Management 18 *New 2024-03-31 37,216 $9,170,000 37,216
   Moran Wealth Management LLC 118 *New 2024-03-31 35,902 $8,858,000 35,902
   M&G INVESTMENT MANAGEMENT LTD 251 *New 2023-12-31 38,407 $6,644,000 38,407
   Retirement Systems of Alabama 639 *New 2024-03-31 25,649 $6,329,000 25,649
   MIURA GLOBAL MANAGEMENT LLC 5 *New 2024-03-31 25,000 $6,169,000 25,000
   Twin Tree Management LP 189 *New 2024-03-31 23,719 $5,852,000 23,719
   VISTA EQUITY PARTNERS III, LLC 30 *New 2024-03-31 22,255 $5,491,000 22,255
   GUGGENHEIM CAPITAL LLC 575 *New 2024-03-31 18,896 $4,662,000 18,896
   TEXAS PERMANENT SCHOOL FUND 613 *New 2024-03-31 17,894 $4,415,000 17,894
   BCJ Capital Management LLC 82 *New 2024-03-31 17,243 $4,255,000 17,243
   ALLIANZ ASSET MANAGEMENT AG 890 *New 2024-03-31 15,385 $3,796,000 15,385
   EAM Global Investors LLC 79 *New 2024-03-31 14,951 $3,689,000 14,951
   CANADA PENSION PLAN INVESTMENT BOARD 796 *New 2024-03-31 14,000 $3,454,000 14,000
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 775 *New 2024-03-31 11,128 $2,746,000 11,128
   THRIVENT FINANCIAL FOR LUTHERANS 1189 *New 2024-03-31 10,001 $2,467,000 10,001
   YOUSIF CAPITAL MANAGEMENT LLC 724 *New 2024-03-31 9,382 $2,315,000 9,382
   Penserra Capital Management LLC 360 *New 2024-03-31 7,705 $1,900,000 7,705
   GLOBAL ENDOWMENT MANAGEMENT, LP 47 *New 2024-03-31 7,683 $1,896,000 7,683
   ZACKS INVESTMENT MANAGEMENT 326 *New 2024-03-31 7,338 $1,811,000 7,338
   SCHRODER INVESTMENT MANAGEMENT GROUP 911 *New 2024-03-31 6,033 $1,489,000 6,033
   Louisiana State Employees Retirement System 696 *New 2024-03-31 5,900 $1,456,000 5,900
   TD ASSET MANAGEMENT INC 1118 *New 2024-03-31 5,400 $1,332,000 5,400
   DGS Capital Management LLC 40 *New 2024-03-31 5,245 $1,294,000 5,245
   OREGON PUBLIC EMPLOYEES RETIREMENT FUND 710 *New 2024-03-31 5,000 $1,234,000 5,000
   PRESCOTT GROUP CAPITAL MANAGEMENT LLC 138 *New 2024-03-31 5,000 $1,234,000 5,000
   STATE TREASURER STATE OF MICHIGAN 793 *New 2024-03-31 4,900 $1,209,000 4,900
   NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY 488 *New 2024-03-31 4,530 $1,118,000 4,530
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 879 *New 2024-03-31 4,523 $1,116,000 4,523
   SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT LLC 67 *New 2024-03-31 4,088 $1,009,000 4,088
   OMERS ADMINISTRATION CORP 160 *New 2024-03-31 3,700 $913,000 3,700
   Inspire Advisors LLC 109 *New 2024-03-31 3,684 $909,000 3,684
   JANNEY MONTGOMERY SCOTT LLC 1609 *New 2024-03-31 3,401 $839,000 3,401
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1367 *New 2024-03-31 3,177 $784,000 3,177
   FIFTH LANE CAPITAL LP 19 *New 2024-03-31 3,000 $740,000 3,000
   CYNOSURE MANAGEMENT LLC 89 *New 2024-03-31 2,814 $694,000 2,814
   PEAK6 Investments LLC 377 *New 2024-03-31 2,765 $682,000 2,765
   SpiderRock Advisors LLC 345 *New 2024-03-31 2,980 $660,000 2,980
   Capital CS Group LLC 19 *New 2024-03-31 2,655 $655,000 2,655
   DIVERSIFIED TRUST CO 449 *New 2024-03-31 2,510 $619,000 2,510
   INCEPTIONR LLC 252 *New 2024-03-31 2,493 $615,000 2,493
   LOMBARD ODIER ASSET MANAGEMENT (USA) CORP 109 *New 2024-03-31 2,414 $596,000 2,414
   SAVANT CAPITAL MANAGEMENT INC 686 *New 2024-03-31 2,381 $587,000 2,381
   GLENMEDE TRUST CO NA 883 *New 2024-03-31 2,324 $573,000 2,324
   ALASKA RETIREMENT MANAGEMENT BOARD 1314 *New 2024-03-31 2,300 $567,000 2,300
   Unique Wealth Strategies LLC 120 *New 2024-03-31 2,040 $503,000 2,040
   LVZ Advisors Inc. 77 *New 2024-03-31 1,802 $445,000 1,802
   ADVANTUS CAPITAL MANAGEMENT INC 768 *New 2024-03-31 1,680 $415,000 1,680
   HMS Capital Management LLC 82 *New 2024-03-31 1,590 $392,000 1,590
   MML INVESTORS SERVICES LLC 1943 *New 2024-03-31 1,537 $379,000 1,537
   HPM Partners LLC 1751 *New 2024-03-31 1,482 $366,000 1,482
   MAVEN SECURITIES Ltd 230 *New 2024-03-31 1,470 $363,000 1,470
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1268 *New 2024-03-31 1,434 $354,000 1,434
   SUNRISE PARTNERS LLC /CT 225 *New 2024-03-31 1,361 $336,000 1,361
   MIRABELLA FINANCIAL SERVICES LLP 372 *New 2024-03-31 1,361 $334,000 1,361
   Corton Capital Inc. 253 *New 2024-03-31 1,302 $321,000 1,302
   CREATIVE PLANNING 2199 *New 2024-03-31 1,275 $315,000 1,275
   PROFUND ADVISORS LLC 839 *New 2024-03-31 1,253 $309,000 1,253
   Envestnet Portfolio Solutions Inc. 1344 *New 2024-03-31 1,246 $307,000 1,246
   H D Vest Advisory Services 1276 *New 2024-03-31 1,239 $306,000 1,239
   First Bank & Trust 174 *New 2024-03-31 1,205 $297,000 1,205
   Lewis Asset Management LLC 90 *New 2024-03-31 1,184 $292,000 1,184
   JustInvest LLC 1276 *New 2024-03-31 1,185 $292,000 1,185
   CAXTON ASSOCIATES LLC 385 *New 2024-03-31 1,176 $290,000 1,176
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2723 *New 2024-03-31 1,151 $284,000 1,151
   HIGHTOWER ADVISORS, LLC 2677 *New 2024-03-31 1,126 $281,000 1,126
   PATHSTONE FAMILY OFFICE, LLC 1371 *New 2023-09-30 1,422 $260,000 1,422
   MERCER GLOBAL ADVISORS INC /ADV 1647 *New 2024-03-31 1,036 $256,000 1,036
   Susquehanna Portfolio Strategies LLC 702 *New 2024-03-31 1,000 $247,000 1,000
   Steel Peak Wealth Management LLC 374 *New 2024-03-31 1,000 $247,000 1,000
   NAVELLIER & ASSOCIATES INC 302 *New 2024-03-31 1,000 $247,000 1,000
   Congress Wealth Management LLC / DE / 540 *New 2024-03-31 1,000 $247,000 1,000
   DAVIS R M INC 241 *New 2024-03-31 1,000 $247,000 1,000
   SEAWARD MANAGEMENT CORP 248 *New 2024-03-31 1,000 $247,000 1,000
   Belpointe Asset Management LLC 668 *New 2024-03-31 995 $246,000 995
   Fortis Capital Advisors LLC 148 *New 2024-03-31 995 $246,000 995
   DEKABANK DEUTSCHE GIROZENTRALE 1128 *New 2024-03-31 964 $235,000 964
   KCM INVESTMENT ADVISORS LLC 352 *New 2024-03-31 948 $234,000 948
   Kensington Investment Counsel LLC 94 *New 2024-03-31 900 $222,000 900
   Vident Advisory LLC 1191 *New 2024-03-31 850 $210,000 850
   AXXCESS WEALTH MANAGEMENT LLC 805 *New 2024-03-31 840 $207,000 840
   EXCHANGE TRADED CONCEPTS LLC 922 *New 2024-03-31 336 $83,000 336
   Harvest Fund Management Co. Ltd 458 *New 2024-03-31 296 $73,000 296
   nVerses Capital LLC 371 *New 2024-03-31 100 $25,000 100
   Quarry LP 776 *New 2024-03-31 96 $24,000 96
   Atlantic Trust Group LLC 1987 *New 2024-03-31 95 $23,000 95
   BESSEMER GROUP INC 1410 *New 2024-03-31 91 $22,000 91
   Rise Advisors LLC 999 *New 2024-03-31 48 $12,000 48
   MATHER GROUP, INC. 1171 *New 2024-03-31 63 $11,000 63
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2686 *New 2024-03-31 27 $7,000 27
   Nelson Van Denburg & Campbell Wealth Management Gr 2007 *New 2024-03-31 24 $6,000 24
   Continuum Advisory LLC 1365 *New 2024-03-31 8 $2,000 8
   TFC Financial Management 805 *New 2024-03-31 1 $0 1
  97 Records found
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