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Get Institutions for : 
Appfolio Inc (APPF)  
$231.43 4.47 (1.97%) as of 4:30 Wed 6/5


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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 : 
 $169.21  
Last Quarter's Ending Price : 
 $246.74  
Last Quarter's Average Price : 
 $215.65  
Change from last quarter's     
avg. price to the last closing  : 
15.78 (7.32%)  




 
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: 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 period: 12-31-2023 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
   BROWN CAPITAL MANAGEMENT INC 1 - 2024-03-31 1,135,932 $280,280,000 -449,628
   ALGER FRED MANAGEMENT INC 37 - 2024-03-31 460,140 $113,535,000 -68,249
   GANNETT WELSH & KOTLER 39 - 2024-03-31 282,805 $69,779,000 -5,426
   LORD ABBETT & CO LLC 141 - 2024-03-31 257,230 $63,469,000 -2,753
   PRICE T ROWE ASSOCIATES INC /MD/ 671 - 2024-03-31 248,233 $61,250,000 -11,714
   NUVEEN ASSET MANAGEMENT, LLC 620 - 2024-03-31 207,769 $51,265,000 -10,344
   DRIEHAUS CAPITAL MANAGEMENT LLC 52 - 2024-03-31 194,999 $48,114,000 -84,092
   MILLENNIUM MANAGEMENT LLC 727 - 2024-03-31 132,581 $32,713,000 -61,617
   EAGLE ASSET MANAGEMENT INC 150 - 2024-03-31 125,367 $30,236,000 -5,620
   FIRST TRUST ADVISORS LP 710 - 2024-03-31 101,479 $25,039,000 -33,961
   RANGER INVESTMENT MANAGEMENT LP 38 - 2024-03-31 86,964 $21,457,000 -58,560
   INSIGHT HOLDINGS GROUP LLC 16 - 2024-03-31 86,461 $21,333,000 -66,400
   MARSHALL WACE LLP 421 - 2024-03-31 85,356 $21,061,000 -24,736
   DIMENSIONAL FUND ADVISORS INC 2060 - 2024-03-31 71,041 $17,529,000 -12,911
   GOLDMAN SACHS GROUP INC/ 1676 - 2024-03-31 66,896 $16,506,000 -54,361
   BLAIR WILLIAM & CO/IL 257 - 2024-03-31 62,265 $15,363,000 -1,946
   PRUDENTIAL FINANCIAL INC 521 - 2024-03-31 61,949 $15,285,000 -6,300
   FEDERATED INVESTORS INC /PA/ 511 - 2024-03-31 53,818 $13,279,000 -19,410
   Russell Investments Group Ltd. 755 - 2024-03-31 47,907 $11,822,000 -19,264
   BARCLAYS PLC 1040 - 2024-03-31 39,660 $9,786,000 -6,955
   ROYAL BANK OF CANADA 1514 - 2024-03-31 38,527 $9,506,000 -2,733
   CITADEL ADVISORS LLC 1285 - 2024-03-31 36,686 $9,052,000 -34,302
   AQR CAPITAL MANAGEMENT LLC 756 - 2024-03-31 35,691 $8,806,000 -14,549
   CASTLEARK MANAGEMENT LLC 60 - 2024-03-31 31,870 $7,864,000 -3,790
   NEXT CENTURY GROWTH INVESTORS LLC 50 - 2024-03-31 28,052 $6,922,000 -6,211
   UBS Group AG 1915 - 2024-03-31 27,022 $6,667,000 -3,781
   POLEN CAPITAL MANAGEMENT INC 59 - 2024-03-31 26,454 $6,527,000 -621
   DELAP WEALTH ADVISORY LLC 9 - 2024-03-31 23,788 $5,869,000 -7,011
   JUPITER ASSET MANAGEMENT LTD 245 - 2024-03-31 23,451 $5,786,000 -237
   JACOBS LEVY EQUITY MANAGEMENT INC 404 - 2024-03-31 22,870 $5,643,000 -68,366
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 931 - 2024-03-31 19,476 $4,806,000 -459
   Trexquant Investment LP 348 - 2024-03-31 17,838 $4,401,000 -14,516
   Engineers Gate Manager LP 239 - 2024-03-31 17,207 $4,246,000 -276
   TWO SIGMA ADVISERS, LLC 854 - 2024-03-31 16,686 $4,117,000 -28,500
   CLARIVEST ASSET MANAGEMENT LLC 41 - 2024-03-31 16,244 $4,008,000 -850
   GRAHAM CAPITAL MANAGEMENT LP 110 - 2024-03-31 14,270 $3,521,000 -4,083
   GSA CAPITAL PARTNERS LLP 12 - 2024-03-31 13,404 $3,307,000 -7,763
   Quadrature Capital LTD 241 - 2024-03-31 11,419 $2,819,000 -42,134
   Advisor Group Holdings Inc. 1463 - 2024-03-31 11,129 $2,746,000 -3,857
   B. Metzler seel. Sohn & Co. AG 347 - 2024-03-31 9,647 $2,380,000 -2,099
   TWO SIGMA INVESTMENTS LLC 1289 - 2024-03-31 9,251 $2,283,000 -32,231
   MAGNETAR FINANCIAL LLC 166 - 2024-03-31 9,132 $2,253,000 -7,786
   TEACHER RETIREMENT SYSTEM OF TEXAS 674 - 2024-03-31 7,669 $1,892,000 -592
   Ensign Peak Advisors Inc 948 - 2024-03-31 7,663 $1,891,000 -387
   LPL FINANCIAL CORP 2574 - 2024-03-31 7,400 $1,826,000 -488
   ING INVESTMENT MANAGEMENT LLC 1300 - 2024-03-31 6,261 $1,545,000 -1,390
   STRS OHIO 811 - 2024-03-31 5,500 $1,357,000 -1,100
   Jump Financial LLC 643 - 2024-03-31 5,275 $1,302,000 -14,134
   OPPENHEIMER ASSET MANAGEMENT INC 624 - 2024-03-31 5,174 $1,277,000 -1,008
   CAPSTONE INVESTMENT ADVISORS LLC 340 - 2024-03-31 5,056 $1,248,000 -102
   PDT PARTNERS, LLC 307 - 2024-03-31 4,608 $1,137,000 -1,815
   Jackson Creek Investment Advisors LLC 86 - 2024-03-31 4,577 $1,129,000 -9
   AIGEN INVESTMENT MANAGEMENT LP 124 - 2024-03-31 4,429 $1,093,000 -648
   NorthCrest Asset Manangement LLC 270 - 2024-03-31 4,145 $1,023,000 -40
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 1067 - 2024-03-31 4,008 $989,000 -361
   BANK OF MONTREAL /CAN/ 1690 - 2024-03-31 3,914 $982,000 -2,230
   Bayesian Capital Management LP 288 - 2024-03-31 3,925 $968,000 -5,200
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2746 - 2024-03-31 3,469 $856,000 -5,942
   CALAMOS ADVISORS LLC 451 - 2024-03-31 3,281 $810,000 -7,146
   HARBOR CAPITAL ADVISORS INC. 286 - 2024-03-31 3,087 $762,000 -604
   TUDOR INVESTMENT CORP ET AL 1000 - 2024-03-31 2,887 $712,000 -34,583
   PNC FINANCIAL SERVICES GROUP INC 1319 - 2024-03-31 2,821 $696,000 -196
   COMMONWEALTH EQUITY SERVICES LLC. 2505 - 2024-03-31 2,818 $695,000 -857
   TOWNSQUARE CAPITAL LLC 757 - 2024-03-31 2,771 $684,000 -441
   NBC SECURITIES INC. 354 - 2024-03-31 2,703 $666,000 -176
   Independent Advisor Alliance 413 - 2024-03-31 2,482 $612,000 -75
   PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORAD 869 - 2024-03-31 2,469 $609,000 -40
   BB&T CORP 1896 - 2024-03-31 2,187 $540,000 -32
   VERITION FUND MANAGEGMENT LLC 1327 - 2024-03-31 2,070 $511,000 -1,145
   VIRTU FINANCIAL LLC 428 - 2024-03-31 1,925 $475,000 -1,777
   CIPHER CAPITAL LP 167 - 2024-03-31 1,894 $467,000 -2,243
   Nebula Research & Development LLC 404 - 2024-03-31 1,782 $440,000 -7,257
   STIFEL FINANCIAL CORP 2782 - 2024-03-31 1,471 $363,000 -902
   Mutual Advisors LLC 801 - 2024-03-31 1,433 $354,000 -224
   CAPTRUST FINANCIAL ADVISORS 1683 - 2024-03-31 1,404 $346,000 -285
   Kapitalo Investimentos Ltda 148 - 2024-03-31 1,386 $342,000 -592
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1291 - 2024-03-31 1,295 $320,000 -1,021
   DFPG INVESTMENTS INC. 512 - 2023-12-31 1,850 $309,000 -76
   MACKENZIE FINANCIAL CORP 1209 - 2024-03-31 1,108 $273,000 -278
   HSBC HOLDINGS PLC 2130 - 2024-03-31 1,050 $259,000 -3,533
   METROPOLITAN LIFE INSURANCE CO/NY 638 - 2024-03-31 1,009 $249,000 -97
   ETF MANAGERS GROUP LLC 541 - 2023-03-31 1,938 $241,000 -293
   YorkBridge Wealth Partners LLC 229 - 2022-12-31 2,210 $233,000 -302
   Handelsinvest Investeringsforvaltning 241 - 2024-03-31 912 $225,000 -473
   PETRUS TRUST COMPANY, LTA 554 - 2024-03-31 897 $221,000 -1,528
   Parallel Advisors LLC 998 - 2024-03-31 578 $143,000 -7
   HARBOR INVESTMENT ADVISORY LLC 421 - 2024-03-31 467 $115,000 -85
   Walleye Trading Advisors LLC 1944 - 2024-03-31 353 $87,000 -20,080
   ARCADIA INVESTMENT MANAGEMENT CORP/MI 223 - 2024-03-31 122 $30,000 -32
   USA Financial Portformulas Corp 269 - 2024-03-31 92 $23,000 -246
   PRIVATE TRUST CO NA 1419 - 2024-03-31 87 $21,000 -11
   PRINCIPAL SECURITIES INC. 2163 - 2024-03-31 56 $14,000 -14
   MCF Advisors LLC 647 - 2024-03-31 32 $8,000 -8
   GROUP ONE TRADING, L.P. 1433 - 2024-03-31 15 $4,000 -582
   WEST PACES ADVISORS INC. 522 - 2024-03-31 6 $1,000 -19
  95 Records found
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