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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
   BROWN CAPITAL MANAGEMENT INC 8 - 2023-12-31 1,585,560 $274,682,000 -225,038
   Ashe Capital Management LLC 2 - 2023-12-31 1,448,033 $250,857,000 -191,370
   ALGER FRED MANAGEMENT INC 51 - 2023-12-31 528,389 $91,538,000 -43,618
   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
   DF DENT & CO INC 42 - 2023-12-31 354,057 $61,337,000 -9,842
   Nellore Capital Management LLC 5 - 2023-12-31 278,627 $48,269,000 -32,799
   NORTHERN TRUST CORP 1259 - 2023-12-31 202,135 $35,018,000 -213
   EAGLE ASSET MANAGEMENT INC 150 - 2024-03-31 125,367 $30,236,000 -5,620
   INSIGHT HOLDINGS GROUP LLC 13 - 2023-12-31 152,861 $26,482,000 -40,450
   DIMENSIONAL FUND ADVISORS INC 2060 - 2024-03-31 71,041 $17,529,000 -12,911
   BLAIR WILLIAM & CO/IL 257 - 2024-03-31 62,265 $15,363,000 -1,946
   FEDERATED INVESTORS INC /PA/ 508 - 2023-12-31 73,228 $12,686,000 -963
   DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 8 - 2023-12-31 69,765 $12,086,000 -142,183
   PRUDENTIAL FINANCIAL INC 605 - 2023-12-31 68,249 $11,823,000 -59,495
   Russell Investments Group Ltd. 755 - 2024-03-31 47,907 $11,822,000 -19,264
   Atika Capital Management LLC 25 - 2023-12-31 61,000 $10,568,000 -22,500
   TWO SIGMA ADVISERS, LLC 630 - 2023-12-31 45,186 $7,828,000 -28,900
   TWO SIGMA INVESTMENTS LLC 724 - 2023-12-31 41,482 $7,186,000 -26,717
   POLEN CAPITAL MANAGEMENT INC 59 - 2024-03-31 26,454 $6,527,000 -621
   GREAT WEST LIFE ASSURANCE CO /CAN/ 666 - 2023-12-31 37,357 $6,457,000 -695
   JUPITER ASSET MANAGEMENT LTD 245 - 2024-03-31 23,451 $5,786,000 -237
   BANK OF AMERICA CORP /DE/ 2821 - 2023-12-31 31,740 $5,499,000 -2,458
   CLARIVEST ASSET MANAGEMENT LLC 41 - 2024-03-31 16,244 $4,008,000 -850
   ENVESTNET ASSET MANAGEMENT INC 2038 - 2023-12-31 23,069 $3,997,000 -5,821
   ANCORA ADVISORS, LLC 183 - 2023-12-31 22,382 $3,877,000 -19,618
   VOLORIDGE INVESTMENT MANAGEMENT LLC 690 - 2023-12-31 20,793 $3,602,000 -3,961
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1112 - 2023-12-31 19,935 $3,454,000 -833
   GSA CAPITAL PARTNERS LLP 12 - 2024-03-31 13,404 $3,307,000 -7,763
   Advisor Group Holdings Inc. 1463 - 2024-03-31 11,129 $2,746,000 -3,857
   INVESCO LTD 2459 - 2023-12-31 14,079 $2,439,000 -54,559
   TEACHER RETIREMENT SYSTEM OF TEXAS 674 - 2024-03-31 7,669 $1,892,000 -592
   LPL FINANCIAL CORP 2574 - 2024-03-31 7,400 $1,826,000 -488
   DEUTSCHE BANK AG 1687 - 2023-12-31 10,110 $1,751,000 -99
   MetLife Investment Advisors LLC 1004 - 2023-12-31 9,995 $1,732,000 -231
   AMERICAN INTERNATIONAL GROUP INC 1066 - 2023-12-31 9,552 $1,655,000 -38
   JANUS HENDERSON GROUP PLC 1351 - 2023-12-31 9,235 $1,599,000 -14
   ING INVESTMENT MANAGEMENT LLC 1384 - 2023-12-31 7,651 $1,325,000 -33
   EFG Asset Management (North America) Corp. 150 - 2023-12-31 7,569 $1,311,000 -188
   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
   STRS OHIO 850 - 2023-12-31 6,600 $1,143,000 -100
   Jackson Creek Investment Advisors LLC 86 - 2024-03-31 4,577 $1,129,000 -9
   COMERICA BANK 1521 - 2023-12-31 5,951 $1,031,000 -149
   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
   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
   GOTHAM ASSET MANAGEMENT, LLC 854 - 2023-12-31 4,490 $778,000 -100
   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
   NBC SECURITIES INC. 354 - 2024-03-31 2,703 $666,000 -176
   Independent Advisor Alliance 413 - 2024-03-31 2,482 $612,000 -75
   TOWNSQUARE CAPITAL LLC 756 - 2023-12-31 3,212 $556,000 -425
   Beacon Pointe Advisors LLC 927 - 2023-12-31 2,509 $435,000 -1
   PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORAD 1064 - 2023-12-31 2,509 $435,000 -118
   PETRUS TRUST COMPANY, LTA 300 - 2023-12-31 2,425 $420,000 -466
   State of Wyoming 165 - 2023-12-31 2,407 $417,000 -757
   STIFEL FINANCIAL CORP 2674 - 2023-12-31 2,373 $411,000 -255
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1101 - 2023-12-31 2,316 $401,000 -105
   BB&T CORP 2099 - 2023-12-31 2,219 $384,000 -50
   Mutual Advisors LLC 801 - 2024-03-31 1,433 $354,000 -224
   STATE OF WISCONSIN INVESTMENT BOARD 1989 - 2023-12-31 1,785 $309,000 -3,591
   DFPG INVESTMENTS INC. 512 - 2023-12-31 1,850 $309,000 -76
   MACKENZIE FINANCIAL CORP 1209 - 2024-03-31 1,108 $273,000 -278
   Baird Financial Group Inc. 1548 - 2023-12-31 1,561 $270,000 -7
   DARK FOREST CAPITAL MANAGEMENT LP 357 - 2023-12-31 1,440 $249,000 -15,180
   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
   Parallel Advisors LLC 998 - 2024-03-31 578 $143,000 -7
   HARBOR INVESTMENT ADVISORY LLC 421 - 2024-03-31 467 $115,000 -85
   Point72 Asset Management L.P. 1199 - 2023-12-31 400 $69,000 -300
   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
   Altshuler Shaham Ltd 219 - 2023-12-31 97 $17,000 -21
   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
   SRS Capital Advisors Inc. 1191 - 2023-12-31 8 $1,000 -1
   WEST PACES ADVISORS INC. 522 - 2024-03-31 6 $1,000 -19
  82 Records found
  1    
  Page 1 of 1
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