Appfolio Inc
APPF- 交易所
- Nasdaq
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001433195
近 90 天，Appfolio Inc 內部人申報 0 筆公開市場買進、24 筆賣出；2026 年第 2 季末有 394 家機構在 13F 申報持有，市值合計 $37.7 億；沒有大師持有。
2023 年第 1 季 13F 持有人
Appfolio Inc 在 2023/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 193
- 較 2022 年第 4 季 +6 家
- 持有股數
- 1,645 萬
- 較 2022 年第 4 季 +59.0 萬 (+3.7%)
- 總市值
- $20.5 億
- 較 2022 年第 4 季 +$3.78 億 (+22.6%)
- 新進機構
- 34
- 另有 75 家加碼
- 清倉機構
- 28
- 另有 52 家減碼
另有 1 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 APPF 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 394 | $37.7 億 |
| 2026 年第 1 季 | 399 | $34.1 億 |
| 2025 年第 4 季 | 404 | $48.8 億 |
| 2025 年第 3 季 | 411 | $55.2 億 |
| 2025 年第 2 季 | 385 | $47.3 億 |
| 2025 年第 1 季 | 381 | $43.8 億 |
| 2024 年第 4 季 | 388 | $47.0 億 |
| 2024 年第 3 季 | 385 | $45.0 億 |
| 2024 年第 2 季 | 391 | $46.1 億 |
| 2024 年第 1 季 | 366 | $48.6 億 |
| 2023 年第 4 季 | 295 | $30.1 億 |
| 2023 年第 3 季 | 246 | $30.1 億 |
| 2023 年第 2 季 | 214 | $27.8 億 |
| 2023 年第 1 季 | 193 | $20.5 億 |
| 2022 年第 4 季 | 188 | $16.7 億 |
| 2022 年第 3 季 | 162 | $17.0 億 |
| 2022 年第 2 季 | 156 | $14.6 億 |
| 2022 年第 1 季 | 174 | $17.8 億 |
| 2021 年第 4 季 | 150 | $19.5 億 |
| 2021 年第 3 季 | 155 | $19.3 億 |
| 2021 年第 2 季 | 160 | $22.9 億 |
| 2021 年第 1 季 | 158 | $22.9 億 |
2023 年第 1 季持有機構
每家機構持有 Appfolio Inc 的股數、市值與佔組合比重；股數變化跟 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Brown Capital Management LLC | 2,708,557 | $3.37 億 | 5.04% | −92,118−3.3% | 減碼 |
| Vanguard Group Inc | 1,866,951 | $2.32 億 | 0.01% | +32,507+1.8% | 加碼 |
| Echo Street Capital Management LLC | 1,667,077 | $2.08 億 | 1.87% | +188,402+12.7% | 加碼 |
| Ashe Capital Management, LP | 1,639,403 | $2.04 億 | 18.48% | 00.0% | 不變 |
| BlackRock Inc. | 1,481,600 | $1.84 億 | 0.01% | +18,395+1.3% | 加碼 |
| Fred Alger Management, LLC | 488,528 | $6,081 萬 | 0.33% | −8,636−1.7% | 減碼 |
| New York State Common Retirement Fund | 438,530 | $5,459 萬 | 0.07% | −3,833−0.9% | 減碼 |
| State Street Corp | 412,735 | $5,138 萬 | 0.00% | +18,861+4.8% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 390,952 | $4,867 萬 | 0.81% | −6,505−1.6% | 減碼 |
| DF Dent & Co Inc | 379,806 | $4,728 萬 | 0.67% | +220,680+138.7% | 加碼 |
| Geode Capital Management, LLC | 374,861 | $4,666 萬 | 0.01% | +19,424+5.5% | 加碼 |
| Dynamo Internacional Gestao de Recursos Ltda. | 327,740 | $4,080 萬 | 4.86% | −104,878−24.2% | 減碼 |
| GW&K Investment Management, LLC | 325,825 | $4,056 萬 | 0.39% | +325,825 | 新進 |
| 12 West Capital Management LP | 300,000 | $3,734 萬 | 3.21% | 00.0% | 不變 |
| Northern Trust Corp | 191,693 | $2,386 萬 | 0.00% | +5,177+2.8% | 加碼 |
| Insight Holdings Group, LLC | 182,911 | $2,277 萬 | 0.52% | +11,000+6.4% | 加碼 |
| Nellore Capital Management LLC | 177,337 | $2,207 萬 | 4.79% | +2,057+1.2% | 加碼 |
| Norges Bank | 169,325 | $2,108 萬 | 0.00% | +5,600+3.4% | 加碼 |
| Long Walk Management LP | 156,500 | $1,948 萬 | 17.38% | −35,500−18.5% | 減碼 |
| First Trust Advisors LP | 155,465 | $1,935 萬 | 0.02% | −30,080−16.2% | 減碼 |
| Bank of New York Mellon Corp | 151,767 | $1,889 萬 | 0.00% | −18,873−11.1% | 減碼 |
| Renaissance Technologies LLC | 147,000 | $1,830 萬 | 0.02% | +30,500+26.2% | 加碼 |
| Ranger Investment Management, L.P. | 145,503 | $1,811 萬 | 1.21% | +8,370+6.1% | 加碼 |
| Charles Schwab Investment Management Inc | 142,322 | $1,772 萬 | 0.01% | +1,975+1.4% | 加碼 |
| Dimensional Fund Advisors LP | 131,418 | $1,636 萬 | 0.01% | −27,645−17.4% | 減碼 |
| Eagle Asset Management Inc | 128,788 | $1,603 萬 | 0.09% | +41,622+47.8% | 加碼 |
| Greenstone Partners & Co., LLC | 115,678 | $1,440 萬 | 10.89% | 00.0% | 不變 |
| Morgan Stanley | 114,908 | $1,430 萬 | 0.00% | −6,866−5.6% | 減碼 |
| Blair William & Co | 67,306 | $837.8 萬 | 0.03% | −635−0.9% | 減碼 |
| Bank of America Corp | 66,091 | $822.7 萬 | 0.00% | +48,405+273.7% | 加碼 |
| Pier Capital, LLC | 62,235 | $774.7 萬 | 1.18% | +25,819+70.9% | 加碼 |
| Russell Investments Group, Ltd. | 59,316 | $738.4 萬 | 0.01% | −2,903−4.7% | 減碼 |
| Nuveen Asset Management, LLC | 59,026 | $734.7 萬 | 0.00% | +7,244+14.0% | 加碼 |
| Polen Capital Management LLC | 57,940 | $721.2 萬 | 0.02% | −1,146−1.9% | 減碼 |
| Shannon River Fund Management LLC | 56,565 | $704.1 萬 | 1.59% | −63,872−53.0% | 減碼 |
| Swiss National Bank | 41,800 | $520.3 萬 | 0.00% | −4,500−9.7% | 減碼 |
| Goldman Sachs Group Inc | 38,828 | $483.3 萬 | 0.00% | −17,086−30.6% | 減碼 |
| Great West Life Assurance Co | 38,737 | $481.7 萬 | 0.01% | −8,079−17.3% | 減碼 |
| Cubist Systematic Strategies, LLC | 34,940 | $434.9 萬 | 0.04% | −1,684−4.6% | 減碼 |
| Royal Bank of Canada | 33,890 | $421.9 萬 | 0.00% | +12,993+62.2% | 加碼 |
| Hillsdale Investment Management Inc. | 30,200 | $375.9 萬 | 0.32% | −700−2.3% | 減碼 |
| JPMorgan Chase & Co | 28,832 | $358.9 萬 | 0.00% | +6,193+27.4% | 加碼 |
| Baker Avenue Asset Management, LP | 28,729 | $357.6 萬 | 0.19% | +518+1.8% | 加碼 |
| Rhumbline Advisers | 26,591 | $331.0 萬 | 0.00% | +1,562+6.2% | 加碼 |
| California State Teachers Retirement System | 24,333 | $302.9 萬 | 0.00% | −84−0.3% | 減碼 |
| Alliancebernstein L.P. | 23,964 | $298.3 萬 | 0.00% | −359−1.5% | 減碼 |
| Long Path Partners LP | 23,267 | $289.6 萬 | 1.25% | −88,921−79.3% | 減碼 |
| Prudential Financial Inc | 23,005 | $286.4 萬 | 0.00% | +20,640+872.7% | 加碼 |
| Mission Wealth Management, LP | 22,814 | $284.0 萬 | 0.12% | −300−1.3% | 減碼 |
| Two Sigma Investments, LP | 21,989 | $273.7 萬 | 0.01% | −673−3.0% | 減碼 |
| Marshall Wace, LLP | 21,538 | $268.1 萬 | 0.01% | +17,196+396.0% | 加碼 |
| UBS Asset Management Americas Inc | 19,746 | $245.8 萬 | 0.00% | +1,239+6.7% | 加碼 |
| Legal & General Group Plc | 18,868 | $234.9 萬 | 0.00% | +2,036+12.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 18,184 | $226.4 萬 | 0.01% | −1,742−8.7% | 減碼 |
| Susquehanna International Group, LLP | 17,622 | $219.4 萬 | 0.00% | +17,622 | 新進 |
| Credit Suisse AG | 17,289 | $215.2 萬 | 0.00% | +951+5.8% | 加碼 |
| Natixis Advisors, L.P. | 17,219 | $214.3 萬 | 0.01% | +17,219 | 新進 |
| Envestnet Asset Management Inc | 16,395 | $204.1 萬 | 0.00% | +8,030+96.0% | 加碼 |
| Invesco Ltd. | 15,789 | $196.5 萬 | 0.00% | +4,281+37.2% | 加碼 |
| Jump Financial, LLC | 14,935 | $185.9 萬 | 0.08% | +6,986+87.9% | 加碼 |
| Deutsche Bank AG | 14,362 | $178.8 萬 | 0.00% | +4,662+48.1% | 加碼 |
| Two Sigma Advisers, LP | 12,486 | $155.4 萬 | 0.00% | +1,300+11.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 12,412 | $154.5 萬 | 0.00% | +8,262+199.1% | 加碼 |
| Brinker Capital Investments, LLC | 12,023 | $149.7 萬 | 0.02% | +12,023 | 新進 |
| Orion Portfolio Solutions, LLC | 12,023 | $149.7 萬 | 0.02% | +12,023 | 新進 |
| Man Group plc | – | $141.9 萬 | 0.01% | – | – |
| Occudo Quantitative Strategies LP | 11,289 | $140.5 萬 | 0.13% | +13+0.1% | 加碼 |
| Advisors Capital Management, LLC | 11,190 | $139.3 萬 | 0.04% | +11,190 | 新進 |
| ClariVest Asset Management LLC | 10,876 | $135.4 萬 | 0.06% | +32+0.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 10,586 | $131.8 萬 | 0.00% | −2,051−16.2% | 減碼 |
| MetLife Investment Management | 10,226 | $127.3 萬 | 0.01% | +141+1.4% | 加碼 |
| Barclays PLC | 10,042 | $125.0 萬 | 0.00% | +4,689+87.6% | 加碼 |
| American International Group, Inc. | 9,465 | $117.8 萬 | 0.01% | +295+3.2% | 加碼 |
| Simplex Trading, LLC | 9,462 | $117.7 萬 | 0.05% | +9,462 | 新進 |
| Balyasny Asset Management LLC | 9,318 | $116.0 萬 | 0.00% | +9,218+9,218.0% | 加碼 |
| Janus Henderson Group PLC | 9,254 | $115.1 萬 | 0.00% | +5,935+178.8% | 加碼 |
| CM Wealth Advisors LLC | 8,695 | $108.6 萬 | 0.21% | +8,695 | 新進 |
| AQR Capital Management LLC | 8,719 | $108.5 萬 | 0.00% | +1,347+18.3% | 加碼 |
| Wells Fargo & Company | 8,625 | $107.4 萬 | 0.00% | +7,079+457.9% | 加碼 |
| Advisor Group Holdings, Inc. | 8,507 | $105.9 萬 | 0.00% | +3,037+55.5% | 加碼 |
| Qube Research & Technologies Ltd | 8,004 | $99.6 萬 | 0.01% | −8,500−51.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 7,730 | $96.2 萬 | 0.00% | +35+0.5% | 加碼 |
| Oppenheimer Asset Management Inc. | 7,717 | $96.1 萬 | 0.01% | +1,253+19.4% | 加碼 |
| Mackenzie Financial Corp | 7,705 | $95.9 萬 | 0.00% | +2,232+40.8% | 加碼 |
| Voya Investment Management LLC | 7,355 | $91.6 萬 | 0.00% | −13,343−64.5% | 減碼 |
| EFG Asset Management (North America) Corp. | 7,158 | $89.1 萬 | 0.20% | +7,158 | 新進 |
| Ensign Peak Advisors, Inc | 7,050 | $87.8 萬 | 0.00% | +550+8.5% | 加碼 |
| Capital Impact Advisors, LLC | 6,732 | $83.8 萬 | 1.03% | +363+5.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 6,456 | $80.4 萬 | 0.00% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 6,366 | $79.2 萬 | 0.00% | +1,981+45.2% | 加碼 |
| LPL Financial LLC | 6,270 | $78.0 萬 | 0.00% | +1,442+29.9% | 加碼 |
| Ingalls & Snyder LLC | 6,268 | $78.0 萬 | 0.04% | −2,750−30.5% | 減碼 |
| Affinity Investment Advisors, LLC | 6,163 | $76.7 萬 | 0.41% | −20−0.3% | 減碼 |
| Evanson Asset Management, LLC | 6,000 | $74.7 萬 | 0.08% | 00.0% | 不變 |
| Algert Global LLC | 5,919 | $73.7 萬 | 0.03% | −1,971−25.0% | 減碼 |
| Brighton Jones LLC | 5,732 | $71.4 萬 | 0.04% | +5,732 | 新進 |
| Arizona State Retirement System | 5,619 | $69.9 萬 | 0.01% | +211+3.9% | 加碼 |
| Price T Rowe Associates Inc | 5,493 | $68.4 萬 | 0.00% | −4,089−42.7% | 減碼 |
| Acadian Asset Management LLC | 5,375 | $66.5 萬 | 0.00% | +3,848+252.0% | 加碼 |
| TownSquare Capital, LLC | 5,261 | $65.5 萬 | 0.01% | +5,261 | 新進 |