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Get Institutions for : 
Appfolio Inc (APPF)  
$247.31 2.01 (0.82%) as of 4:30 Fri 5/10


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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  : 
59.96 (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 :
1
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
   NORGES BANK 1024 *New 2023-12-31 221,992 $38,458,000 221,992
   Jackson Square Partners LLC 37 *New 2024-03-31 87,411 $21,568,000 87,411
   WELLINGTON MANAGEMENT CO LLP 941 *New 2023-12-31 107,575 $18,636,000 107,575
   JACOBS LEVY EQUITY MANAGEMENT INC 245 *New 2023-12-31 91,236 $15,806,000 91,236
   PANAGORA ASSET MANAGEMENT INC 222 *New 2024-03-31 47,071 $11,614,000 47,071
   Spence Asset Management 18 *New 2024-03-31 37,216 $9,170,000 37,216
   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
   Twin Tree Management LP 189 *New 2024-03-31 23,719 $5,852,000 23,719
   DELAP WEALTH ADVISORY LLC 12 *New 2023-12-31 30,799 $5,336,000 30,799
   TEXAS PERMANENT SCHOOL FUND 613 *New 2024-03-31 17,894 $4,415,000 17,894
   HRT FINANCIAL LLC 437 *New 2023-12-31 17,904 $3,101,000 17,904
   OBERNDORF WILLIAM E 9 *New 2023-12-31 17,433 $3,020,000 17,433
   MAGNETAR FINANCIAL LLC 131 *New 2023-12-31 16,918 $2,931,000 16,918
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 775 *New 2024-03-31 11,128 $2,746,000 11,128
   YOUSIF CAPITAL MANAGEMENT LLC 724 *New 2024-03-31 9,382 $2,315,000 9,382
   B. Metzler seel. Sohn & Co. AG 365 *New 2023-12-31 11,746 $2,035,000 11,746
   Aquatic Capital Management LLC 358 *New 2023-12-31 10,200 $1,767,000 10,200
   Point72 Middle East FZE 193 *New 2023-12-31 9,879 $1,711,000 9,879
   Bayesian Capital Management LP 156 *New 2023-12-31 9,125 $1,581,000 9,125
   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
   GLOBEFLEX CAPITAL L P 171 *New 2023-12-31 6,607 $1,145,000 6,607
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 879 *New 2024-03-31 4,523 $1,116,000 4,523
   PDT PARTNERS, LLC 270 *New 2023-12-31 6,423 $1,113,000 6,423
   Inspire Advisors LLC 109 *New 2024-03-31 3,684 $909,000 3,684
   AIGEN INVESTMENT MANAGEMENT LP 179 *New 2023-12-31 5,077 $880,000 5,077
   JANNEY MONTGOMERY SCOTT LLC 1609 *New 2024-03-31 3,401 $839,000 3,401
   FOX RUN MANAGEMENT L.L.C. 149 *New 2023-12-31 4,606 $798,000 4,606
   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
   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
   SAVANT CAPITAL MANAGEMENT INC 686 *New 2024-03-31 2,381 $587,000 2,381
   ALASKA RETIREMENT MANAGEMENT BOARD 1314 *New 2024-03-31 2,300 $567,000 2,300
   VERITION FUND MANAGEGMENT LLC 985 *New 2023-12-31 3,215 $557,000 3,215
   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
   WOLVERINE TRADING LLC 760 *New 2023-12-31 2,372 $411,000 2,372
   HMS Capital Management LLC 82 *New 2024-03-31 1,590 $392,000 1,590
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1268 *New 2024-03-31 1,434 $354,000 1,434
   Kapitalo Investimentos Ltda 162 *New 2023-12-31 1,978 $343,000 1,978
   AMUNDI 1405 *New 2023-12-31 1,959 $341,000 1,959
   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
   AXQ CAPITAL LP 386 *New 2023-12-31 1,700 $295,000 1,700
   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
   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
   ARP AMERICAS LLC 554 *New 2023-12-31 1,600 $277,000 1,600
   PATHSTONE FAMILY OFFICE, LLC 1371 *New 2023-09-30 1,422 $260,000 1,422
   Centiva Capital LP 836 *New 2023-12-31 1,431 $248,000 1,431
   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
   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
   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
   SHERBROOKE PARK ADVISERS LLC 320 *New 2023-12-31 1,220 $211,000 1,220
   MARINER WEALTH ADVISORS, LLC 2679 *New 2023-12-31 1,175 $204,000 1,175
   EXCHANGE TRADED CONCEPTS LLC 922 *New 2024-03-31 336 $83,000 336
   WALLEYE TRADING LLC 1261 *New 2023-12-31 265 $46,000 265
   nVerses Capital LLC 371 *New 2024-03-31 100 $25,000 100
   Atlantic Trust Group LLC 1987 *New 2024-03-31 95 $23,000 95
   WHITE BAY PT LLC 282 *New 2023-12-31 114 $20,000 114
   Rise Advisors LLC 999 *New 2024-03-31 48 $12,000 48
   MATHER GROUP, INC. 1171 *New 2024-03-31 63 $11,000 63
   FIXED INCOME SECURITIES INC 1386 *New 2023-12-31 46 $8,000 46
   Goss Wealth Management LLC 3027 *New 2023-12-31 36 $6,000 36
   Nelson Van Denburg & Campbell Wealth Management Gr 2007 *New 2024-03-31 24 $6,000 24
   QUADRANT CAPITAL GROUP LLC 2265 *New 2023-12-31 27 $5,000 27
   BIDWELL C M & ASSOCIATES LTD/ 390 *New 2023-12-31 16 $3,000 16
   TFC Financial Management 805 *New 2024-03-31 1 $0 1
  86 Records found
  1    
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