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Get Institutions for : 
Appfolio Inc (APPF)  
$237.18 1.19 (0.5%) as of 4:30 Wed 5/22


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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  : 
49.83 (26.6%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BLACKROCK INC. 858 - 2024-03-31 2,584,788 $637,771,000 912,530
   VANGUARD GROUP INC 973 - 2024-03-31 2,152,626 $531,139,000 73,965
   STATE STREET CORP 957 - 2024-03-31 700,070 $172,735,000 258,955
   GILDER GAGNON HOWE & CO LLC 15 - 2024-03-31 569,432 $140,502,000 148,123
   GEODE CAPITAL MANAGEMENT LLC 849 - 2024-03-31 459,923 $113,498,000 27,306
   MORGAN STANLEY 1140 - 2024-03-31 434,869 $107,300,000 88,740
   DF DENT & CO INC 31 - 2024-03-31 385,912 $95,220,000 31,855
   NEW YORK STATE COMMON RETIREMENT FUND 180 - 2024-03-31 288,659 $71,224,000 13,165
   RENAISSANCE TECHNOLOGIES LLC 249 - 2024-03-31 257,500 $63,536,000 32,300
   BANK OF NEW YORK MELLON CORP 1005 - 2024-03-31 213,128 $52,587,000 78,505
   NORTHERN TRUST CORP 978 - 2024-03-31 207,492 $51,197,000 5,357
   Zeno Equity Partners LLP 3 - 2024-03-31 205,781 $50,774,000 12,786
   INVESCO LTD 1016 - 2024-03-31 204,799 $50,532,000 190,720
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1112 - 2024-03-31 182,632 $45,063,000 12,393
   Baird Financial Group Inc. 216 - 2024-03-31 177,716 $43,850,000 176,155
   J P MORGAN CHASE & CO 1264 - 2024-03-31 166,946 $41,192,000 58,999
   NORGES BANK 1025 - 2023-12-31 221,992 $38,458,000 58,267
   Assenagon Asset Management S.A. 157 - 2024-03-31 155,127 $38,276,000 120,246
   PRINCIPAL FINANCIAL GROUP INC 582 - 2024-03-31 151,646 $37,417,000 145,481
   LONG WALK MANAGEMENT LP 1 - 2024-03-31 143,000 $35,284,000 21,000
   WELLINGTON MANAGEMENT CO LLP 844 - 2024-03-31 123,643 $30,508,000 16,068
   FULLER & THALER ASSET MANAGEMENT, INC. 192 - 2024-03-31 115,959 $28,612,000 32,823
   VICTORY CAPITAL MANAGEMENT INC 698 - 2024-03-31 104,726 $25,840,000 34,684
   WCM INVESTMENT MANAGEMENT/CA 91 - 2024-03-31 86,247 $21,281,000 11,515
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 753 - 2024-03-31 84,508 $20,852,000 4,152
   BRIDGEWATER ASSOCIATES INC 173 - 2024-03-31 71,213 $17,571,000 55,246
   DEUTSCHE BANK AG 843 - 2024-03-31 70,956 $17,508,000 60,846
   Atika Capital Management LLC 13 - 2024-03-31 69,000 $17,025,000 8,000
   JENNISON ASSOCIATES LLC 355 - 2024-03-31 68,475 $16,896,000 65,512
   D E SHAW & CO INC 571 - 2024-03-31 68,084 $16,799,000 864
   BANK OF AMERICA CORP /DE/ 2077 - 2024-03-31 67,338 $16,615,000 35,598
   Squarepoint Ops LLC 345 - 2024-03-31 64,199 $15,840,000 22,820
   RHUMBLINE ADVISERS 837 - 2024-03-31 61,294 $15,124,000 34,113
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 574 - 2024-03-31 60,471 $14,921,000 10,811
   FRANKLIN RESOURCES INC 912 - 2024-03-31 56,753 $14,003,000 46,312
   BNP PARIBAS ARBITRAGE SA 654 - 2024-03-31 56,066 $13,834,000 27,863
   ACADIAN ASSET MANAGEMENT LLC 261 - 2024-03-31 50,826 $12,530,000 3,657
   WAGONHOUND INVESTMENTS LP 16 - 2024-03-31 43,538 $10,743,000 595
   MISSION WEALTH MANAGEMENT LLC 51 - 2024-03-31 42,865 $10,577,000 5,100
   ALLIANCEBERNSTEIN L.P. 1128 - 2024-03-31 42,836 $10,569,000 16,055
   PIER CAPITAL LLC 17 - 2024-03-31 41,602 $10,265,000 1,308
   GREAT WEST LIFE ASSURANCE CO /CAN/ 556 - 2024-03-31 41,488 $10,243,000 4,131
   Swiss National Bank 943 - 2024-03-31 38,400 $9,475,000 1,300
   SEI INVESTMENTS CO 941 - 2024-03-31 38,038 $9,385,000 29,752
   ALGERT COLDIRON INVESTORS LLC 48 - 2024-03-31 36,397 $8,981,000 22,037
   AMERICAN INTERNATIONAL GROUP INC 478 - 2024-03-31 36,367 $8,973,000 26,815
   ENVESTNET ASSET MANAGEMENT INC 1605 - 2024-03-31 35,829 $8,841,000 12,760
   Man Group plc 708 - 2024-03-31 34,017 $8,393,000 12,499
   CREDIT SUISSE/ 1006 - 2024-03-31 33,508 $8,268,000 1,829
   AMERIPRISE FINANCIAL INC 1905 - 2024-03-31 33,470 $8,258,000 20,499
   JANE STREET GROUP LLC 952 - 2024-03-31 31,451 $7,760,000 6,227
   LEGAL & GENERAL GROUP PLC 1291 - 2024-03-31 29,699 $7,328,000 9,209
   PUTNAM INVESTMENTS LLC 344 - 2023-12-31 41,010 $7,105,000 26,179
   HILLSDALE INVESTMENT MANAGEMENT INC. 28 - 2024-03-31 27,930 $6,891,000 2,195
   MANUFACTURERES LIFE INSURANCE CO 1082 - 2024-03-31 25,638 $6,326,000 15,107
   PICTON MAHONEY ASSET MANAGEMENT 125 - 2024-03-31 24,118 $5,951,000 11,396
   Empowered Funds LLC 269 - 2024-03-31 23,548 $5,810,000 16,777
   NATIXIS ASSET MANAGEMENT ADVISORS LP 774 - 2024-03-31 22,323 $5,508,000 2,010
   MOODY ALDRICH PARTNERS LLC 35 - 2024-03-31 22,043 $5,439,000 19,602
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 361 - 2024-03-31 20,000 $4,935,000 6,000
   BAKER AVENUE ASSET MANAGEMENT, LP 99 - 2024-03-31 19,852 $4,898,000 467
   CHANNEL WEALTH LLC 14 - 2024-03-31 17,860 $4,407,000 14,122
   LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH I 359 - 2024-03-31 17,816 $4,396,000 449
   EUDAIMONIA ASSET MANAGEMENT LLC 51 - 2024-03-31 16,959 $4,184,000 16,959
   AMI ASSET MANAGEMENT CORP 58 - 2024-03-31 13,859 $3,420,000 8,282
   TWINBEECH CAPITAL LP 266 - 2024-03-31 13,845 $3,416,000 13,845
   ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 608 - 2024-03-31 13,820 $3,410,000 10,823
   COMERICA BANK 931 - 2024-03-31 13,683 $3,376,000 7,732
   MetLife Investment Advisors LLC 754 - 2024-03-31 12,663 $3,124,000 2,668
   MARTINGALE ASSET MANAGEMENT L P 211 - 2024-03-31 12,017 $2,965,000 1,010
   ADVISORS CAPITAL MANAGEMENT LLC 222 - 2024-03-31 11,416 $2,817,000 634
   AMALGAMATED BANK 747 - 2024-03-31 10,801 $2,665,000 8,013
   WELLS FARGO & CO/MN 2394 - 2024-03-31 10,618 $2,620,000 1,231
   Cavalier Investments 28 - 2024-03-31 10,479 $2,586,000 561
   Orion Portfolio Solutions LLC 558 - 2024-03-31 10,028 $2,474,000 395
   LAZARD ASSET MANAGEMENT LLC 645 - 2024-03-31 9,211 $2,271,000 8,128
   GOTHAM ASSET MANAGEMENT, LLC 641 - 2024-03-31 8,373 $2,066,000 3,883
   FMR LLC 2178 - 2024-03-31 8,073 $1,992,000 257
   EFG Asset Management (North America) Corp. 122 - 2024-03-31 8,021 $1,980,000 452
   AH LISANTI CAPITAL GROWTH LLC 82 - 2024-03-31 7,190 $1,774,000 7,190
   Lido Advisors LLC 428 - 2024-03-31 6,852 $1,691,000 6,852
   CITIGROUP INC 1922 - 2024-03-31 6,607 $1,630,000 858
   Legato Capital Management LLC 167 - 2024-03-31 6,508 $1,606,000 935
   SUMMIT INVESTMENT ADVISORS INC 427 - 2024-03-31 6,434 $1,588,000 4,445
   CAMPBELL & CO INVESTMENT ADVISER LLC 246 - 2024-03-31 5,992 $1,478,000 5,992
   BRIGHTON JONES LLC 180 - 2024-03-31 5,756 $1,420,000 101
   DARK FOREST CAPITAL MANAGEMENT LP 69 - 2024-03-31 5,740 $1,416,000 4,300
   VIRGINIA RETIREMENT SYSTEMS ET AL 420 - 2023-09-30 7,700 $1,406,000 5,200
   ARIZONA STATE RETIREMENT SYSTEM 914 - 2024-03-31 5,354 $1,321,000 89
   RATHBONE BROTHERS PLC 300 - 2024-03-31 5,046 $1,245,000 2,000
   TOWER RESEARCH CAPITAL LLC 485 - 2024-03-31 4,335 $1,070,000 549
   RAYMOND JAMES & ASSOCIATES 2572 - 2024-03-31 4,038 $996,000 128
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1007 - 2023-09-30 5,000 $913,000 9
   AZZAD ASSET MANAGEMENT INC /ADV 228 - 2024-03-31 3,641 $898,000 1,009
   PROSHARE ADVISORS LLC 828 - 2024-03-31 3,528 $870,000 271
   AMERICAN CENTURY COMPANIES INC 2217 - 2024-03-31 3,374 $833,000 13
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 1286 - 2024-03-31 6,456 $804,000 970
   FIS GROUP INC. 781 - 2024-03-31 3,239 $799,000 2,054
   COMMERCE BANK N A/MO 691 - 2024-03-31 3,233 $798,000 188
   WOLVERINE TRADING LLC 482 - 2024-03-31 3,164 $781,000 792

  100 Records found
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