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Of the 12 tracked institutions holding APPF, 5 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +5.6pt. It's a gauge of who owns the name, not just how many.
Among the 12 tracked institutional investors we monitor, APPF (APPFOLIO INC) is held with a combined value of $1.40B across 7,595,064 shares. The largest holder is VANGUARD GROUP INC with a position worth $595.69M. WELLINGTON MANAGEMENT GROUP LLP opened a new position in the most recent quarter. 8 funds increased their holdings. 3 funds reduced their position.
Total Institutional Value
$1.40B
Total Shares Held
7,595,064
Institutional Holders
12
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $595.69M | 0.01% | +4.1% |
| 2 | BlackRock, Inc. | $424.27M | 0.01% | +3.9% |
| 3 | STATE STREET CORP | $122.85M | 0.00% | +6.2% |
| 4 | PRICE T ROWE ASSOCIATES INC /MD/ | $112.30M | 0.01% | +36.4% |
| 5 | FMR LLC | $40.26M | 0.00% | +95.5% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | $36.06M | 0.01% | New |
| 7 | RENAISSANCE TECHNOLOGIES LLC | $29.80M | 0.04% | -18.2% |
| 8 | Point72 Asset Management, L.P. | $16.22M | 0.02% | +428.7% |
| 9 | MILLENNIUM MANAGEMENT LLC | $11.13M | 0.01% | -51.1% |
| 10 | Gotham Asset Management, LLC | $8.97M | 0.02% | +208.3% |
| Member | Type | Date |
|---|---|---|
| Gilbert Cisneros | Sell | Feb 18, 2026 |
| Lisa McClain | Sell | Oct 31, 2025 |
| Lisa McClain | Sell | Oct 30, 2025 |
| Lisa McClain | Buy |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of APPF with a position worth $595.69M, representing 0.01% of their portfolio. In total, 12 institutional investors hold APPF with a combined value of $1.40B.
In the most recent quarter, 1 fund opened a new position in APPF. Additionally, 8 increased their holdings and 3 reduced their positions.
Institutional investors hold $1.40B worth of APPF stock across 12 positions. The largest institutional holder is VANGUARD GROUP INC with $595.69M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For APPF, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their APPF positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| 2026-08-05 |
SEC Schedule 13D (activist) and 13G (passive) filings for APPF. Filed when an investor acquires 5%+ ownership.
| Oct 30, 2025 |
| Lisa McClain | Buy | Aug 13, 2025 |
| Josh Gottheimer | Sell | Apr 9, 2025 |
| Rob Bresnahan | Sell | Jan 13, 2025 |
| Josh Gottheimer | Sell | Oct 31, 2024 |
Showing 8 of 10. STOCK Act disclosures lag up to 45 days.
Last Close
$212.13
2026-10-16
YTD
-7.9%
58% of 52-week range