Ticker · CUSIP 03783C100

APPF

APPFOLIO INC
Technology·Software - Application
···Share
Holders (tracked)
13
Combined shares
1,807,608
Combined value
$264.98M
Last close
$155.21
Quarter
2025Q4
Tracked holders · last 8 quarters
+1 vs previous quarter over the last 8.
13132024Q12025Q4
Price is +5.9% vs the avg quarter-end implied price across tracked holders.

SEC event timeline

22 events
  1. Glen Kacher (Light Street Capital) exited2026-02-17
    −20,000 shares · 2025Q4
    13F
  2. Izzy Englander (Millennium Mgmt) added2026-02-17
    +172,627 shares · 2025Q4
    13F
  3. T. Rowe Price added2026-02-17
    +98,230 shares · 2025Q4
    13F
  4. AQR Capital Management added2026-02-17
    +4,471 shares · 2025Q4
    13F
  5. Ken Griffin (Citadel Advisors) added2026-02-17
    +331,938 shares · 2025Q4
    13F
  6. Two Sigma Investments added2026-02-17
    +85,867 shares · 2025Q4
    13F
  7. D.E. Shaw & Co. trimmed2026-02-17
    −2,389 shares · 2025Q4
    13F
  8. Ray Dalio (Bridgewater Associates) added2026-02-13
    +1,842 shares · 2025Q4
    13F
  9. Renaissance Technologies trimmed2026-02-12
    −17,982 shares · 2025Q4
    13F
  10. Norges Bank (Norway SWF) opened position2026-02-10
    +97,976 shares · 2025Q4
    13F
  11. AQR Capital Management added2025-11-14
    +17,297 shares · 2025Q3
    13F
  12. Izzy Englander (Millennium Mgmt) added2025-11-14
    +56,583 shares · 2025Q3
    13F
  13. Steve Cohen (Point72) exited2025-11-14
    −6,103 shares · 2025Q3
    13F
  14. Two Sigma Investments opened position2025-11-14
    +14,009 shares · 2025Q3
    13F
  15. D.E. Shaw & Co. trimmed2025-11-14
    −5,485 shares · 2025Q3
    13F
  16. T. Rowe Price added2025-11-14
    +116,609 shares · 2025Q3
    13F
  17. Wellington Management exited2025-11-14
    −44,291 shares · 2025Q3
    13F
  18. Glen Kacher (Light Street Capital) opened position2025-11-14
    +20,000 shares · 2025Q3
    13F
  19. Renaissance Technologies trimmed2025-11-13
    −64,598 shares · 2025Q3
    13F
  20. Norges Bank (Norway SWF) exited2025-11-13
    −149,491 shares · 2025Q3
    13F
  21. Ray Dalio (Bridgewater Associates) opened position2025-11-13
    +40,594 shares · 2025Q3
    13F
  22. Norges Bank (Norway SWF) added2025-11-12
    +15,720 shares · 2024Q3
    13F

Insider activity

Last 30 days
Net (open-market)
$0
Buys
0 · $0
Sells
0 · $0
Unique insiders
1
DateInsiderCodeSharesPriceValue
04-09Trigg William Shane
Chief Executive Officer · Officer, Director
A30,930—$0
View full insider history for APPF →
Follow-the-investor returns
If you'd copied each holder of APPF…
Cost basis inferred from 13F share-delta history. Sorted by % return on the position they're still holding.
InvestorFirst inCost basisReturnPosition value today
T. Rowe Price2020Q1$0.39+39336.3%$103.9M
Renaissance Technologies2017Q1$68.01+128.2%$22.7M
D.E. Shaw & Co.2016Q1$217.03-28.5%$912K
D.E. Shaw & Co.2016Q1$217.03-28.5%$912K
D.E. Shaw & Co.2016Q1$217.03-28.5%$912K
Ray Dalio (Bridgewater Associates)2023Q2$231.24-32.9%$6.6M
Ken Griffin (Citadel Advisors)2019Q1$232.81-33.3%$7.5M
Ken Griffin (Citadel Advisors)2019Q1$232.81-33.3%$7.5M
Ken Griffin (Citadel Advisors)2019Q1$232.81-33.3%$7.5M
Two Sigma Investments2016Q2$235.95-34.2%$15.5M
Izzy Englander (Millennium Mgmt)2016Q1$240.51-35.5%$43.7M
AQR Capital Management2017Q3$257.58-39.7%$4.7M
Norges Bank (Norway SWF)2019Q4$9831.57-98.4%$15.2M

Who moved on this name in 2025Q4

13F transactions reported for the latest quarter, grouped by direction.
New positions1
Added to6
Trimmed2
Exited1

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.
QuarterHoldersCombined value
2022Q1
13
$21.66B
2022Q2
12
$16.80B
2022Q3
11
$16.8M
2022Q4
13
$180.1M
2023Q1
10
$217.3M
2023Q2
14
$319.5M
2023Q3
14
$351.5M
2023Q4
13
$414.6M
2024Q1
13
$823.7M
2024Q2
15
$751.5M
2024Q3
12
$299.2M
2024Q4
10
$342.8M
2025Q1
10
$147.2M
2025Q2
11
$123.3M
2025Q3
12
$128.9M
2025Q4
13
$265.0M
Congress members trading this stock
DateMemberTypeAmount rangeFiling
2026-02-18Gilbert CisnerosSell (P)$1K – $15KPDF ↗
2025-10-31Lisa McClainSell$1K – $15KPDF ↗
2025-10-30Lisa McClainBuy$1K – $15KPDF ↗
2025-10-30Lisa McClainSell$1K – $15KPDF ↗
2025-08-13Lisa McClainBuy$1K – $15KPDF ↗
2025-04-09Josh GottheimerSell (P)$1K – $15KPDF ↗
2025-01-13Rob BresnahanSell$1K – $15KPDF ↗

Who owns APPF

13 super-investors · 2025Q4
Tracked stake
1.81M
shares
Combined value
$265M
% of shares outstanding
—
shares-out unknown
Quarter action mix
New1Added8Trim4
#ManagerSharesValue
1Ken Griffin
Citadel Advisors
358.9K$84M
2Izzy Englander
Millennium Mgmt
281.5K$65M
3Renaissance Technologies146.5K$34M
4Two Sigma Investments99.9K$23M
5Norges Bank
Norway SWF
98.0K$23M
6Ken Griffin
Citadel Advisors
48.1K$11M
7Ray Dalio
Bridgewater Associates
42.4K$10M
8AQR Capital Management30.3K$7M
9D.E. Shaw & Co.10.0K$2M
10D.E. Shaw & Co.8.5K$2M
11Ken Griffin
Citadel Advisors
8.3K$2M
12D.E. Shaw & Co.5.9K$1M
13T. Rowe Price669.3K$156K

Recent moves

20 transactions
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