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 $37.8 億；沒有大師持有。
2023 年第 2 季 13F 持有人
Appfolio Inc 在 2023/6/30 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
- 214
- 較 2023 年第 1 季 +22 家
- 持有股數
- 1,618 萬
- 較 2023 年第 1 季 −27.0 萬 (−1.6%)
- 總市值
- $27.8 億
- 較 2023 年第 1 季 +$7.35 億 (+35.9%)
- 新進機構
- 42
- 另有 72 家加碼
- 清倉機構
- 20
- 另有 65 家減碼
另有 1 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 | $37.8 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 | $55.3 億 |
| 2025 年第 2 季 | 385 | $47.5 億 |
| 2025 年第 1 季 | 381 | $43.9 億 |
| 2024 年第 4 季 | 388 | $47.0 億 |
| 2024 年第 3 季 | 385 | $45.4 億 |
| 2024 年第 2 季 | 391 | $47.1 億 |
| 2024 年第 1 季 | 366 | $51.8 億 |
| 2023 年第 4 季 | 296 | $31.5 億 |
| 2023 年第 3 季 | 246 | $30.4 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 | 163 | $17.0 億 |
| 2022 年第 2 季 | 156 | $14.6 億 |
| 2022 年第 1 季 | 174 | $66.7 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Brown Capital Management LLC | 1,993,975 | $3.43 億 | 4.87% | −714,582−26.4% | 減碼 |
| Vanguard Group Inc | 1,954,900 | $3.37 億 | 0.01% | +87,949+4.7% | 加碼 |
| Ashe Capital Management, LP | 1,639,403 | $2.82 億 | 22.11% | 00.0% | 不變 |
| Echo Street Capital Management LLC | 1,617,413 | $2.78 億 | 2.38% | −49,664−3.0% | 減碼 |
| BlackRock Inc. | 1,524,173 | $2.62 億 | 0.01% | +42,573+2.9% | 加碼 |
| Fred Alger Management, LLC | 509,660 | $8,773 萬 | 0.45% | +21,132+4.3% | 加碼 |
| State Street Corp | 415,745 | $7,157 萬 | 0.00% | +3,010+0.7% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 386,531 | $6,654 萬 | 0.91% | −4,421−1.1% | 減碼 |
| Geode Capital Management, LLC | 385,430 | $6,635 萬 | 0.01% | +10,569+2.8% | 加碼 |
| DF Dent & Co Inc | 368,619 | $6,345 萬 | 0.86% | −11,187−2.9% | 減碼 |
| GW&K Investment Management, LLC | 342,056 | $5,888 萬 | 0.56% | +16,231+5.0% | 加碼 |
| New York State Common Retirement Fund | 335,619 | $5,777 萬 | 0.07% | −102,911−23.5% | 減碼 |
| Nellore Capital Management LLC | 311,426 | $5,361 萬 | 10.03% | +134,089+75.6% | 加碼 |
| 12 West Capital Management LP | 300,000 | $5,164 萬 | 4.43% | 00.0% | 不變 |
| Dynamo Internacional Gestao de Recursos Ltda. | 248,667 | $4,281 萬 | 4.52% | −79,073−24.1% | 減碼 |
| Northern Trust Corp | 200,124 | $3,445 萬 | 0.01% | +8,431+4.4% | 加碼 |
| Insight Holdings Group, LLC | 189,611 | $3,264 萬 | 0.75% | +6,700+3.7% | 加碼 |
| First Trust Advisors LP | 156,538 | $2,695 萬 | 0.03% | +1,073+0.7% | 加碼 |
| Bank of New York Mellon Corp | 154,188 | $2,654 萬 | 0.01% | +2,421+1.6% | 加碼 |
| Norges Bank | 152,229 | $2,620 萬 | 0.01% | −17,096−10.1% | 減碼 |
| Ranger Investment Management, L.P. | 150,063 | $2,583 萬 | 1.55% | +4,560+3.1% | 加碼 |
| Charles Schwab Investment Management Inc | 143,019 | $2,462 萬 | 0.01% | +697+0.5% | 加碼 |
| Driehaus Capital Management LLC | 133,855 | $2,304 萬 | 0.29% | +133,855 | 新進 |
| Eagle Asset Management Inc | 129,796 | $2,234 萬 | 0.12% | +1,008+0.8% | 加碼 |
| Renaissance Technologies LLC | 117,200 | $2,018 萬 | 0.03% | −29,800−20.3% | 減碼 |
| Greenstone Partners & Co., LLC | 113,067 | $1,946 萬 | 13.31% | −2,611−2.3% | 減碼 |
| Dimensional Fund Advisors LP | 111,281 | $1,916 萬 | 0.01% | −20,137−15.3% | 減碼 |
| Long Walk Management LP | 109,500 | $1,885 萬 | 13.94% | −47,000−30.0% | 減碼 |
| Morgan Stanley | 104,778 | $1,804 萬 | 0.00% | −10,130−8.8% | 減碼 |
| Nuveen Asset Management, LLC | 84,528 | $1,455 萬 | 0.01% | +25,502+43.2% | 加碼 |
| Prudential Financial Inc | 72,038 | $1,240 萬 | 0.02% | +49,033+213.1% | 加碼 |
| Blair William & Co | 66,156 | $1,139 萬 | 0.04% | −1,150−1.7% | 減碼 |
| Atika Capital Management LLC | 63,500 | $1,093 萬 | 1.37% | +63,500 | 新進 |
| Invesco Ltd. | 60,487 | $1,041 萬 | 0.00% | +44,698+283.1% | 加碼 |
| Pier Capital, LLC | 56,603 | $974.4 萬 | 1.40% | −5,632−9.0% | 減碼 |
| Russell Investments Group, Ltd. | 56,480 | $972.2 萬 | 0.02% | −2,836−4.8% | 減碼 |
| Shannon River Fund Management LLC | 54,867 | $944.5 萬 | 2.36% | −1,698−3.0% | 減碼 |
| JPMorgan Chase & Co | 49,204 | $847.0 萬 | 0.00% | +20,372+70.7% | 加碼 |
| Mission Wealth Management, LP | 46,765 | $805.0 萬 | 0.31% | +23,951+105.0% | 加碼 |
| Great West Life Assurance Co | 43,336 | $745.1 萬 | 0.02% | +4,599+11.9% | 加碼 |
| Swiss National Bank | 40,500 | $697.2 萬 | 0.00% | −1,300−3.1% | 減碼 |
| Polen Capital Management LLC | 39,910 | $687.0 萬 | 0.02% | −18,030−31.1% | 減碼 |
| Goldman Sachs Group Inc | 39,540 | $680.6 萬 | 0.00% | +712+1.8% | 加碼 |
| Royal Bank of Canada | 34,692 | $597.1 萬 | 0.00% | +802+2.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 33,014 | $568.3 萬 | 0.01% | +22,428+211.9% | 加碼 |
| Bank of America Corp | 31,978 | $550.5 萬 | 0.00% | −34,113−51.6% | 減碼 |
| Quadrature Capital Ltd | 28,860 | $495.8 萬 | 0.11% | +28,860 | 新進 |
| Rhumbline Advisers | 27,175 | $467.8 萬 | 0.01% | +584+2.2% | 加碼 |
| Hillsdale Investment Management Inc. | 25,820 | $444.5 萬 | 0.41% | −4,380−14.5% | 減碼 |
| Millennium Management LLC | 25,769 | $443.6 萬 | 0.00% | +25,769 | 新進 |
| Two Sigma Investments, LP | 25,587 | $440.5 萬 | 0.01% | +3,598+16.4% | 加碼 |
| Nicholas Investment Partners, LP | 24,423 | $420.4 萬 | 0.29% | +24,423 | 新進 |
| Alliancebernstein L.P. | 24,349 | $419.1 萬 | 0.00% | +385+1.6% | 加碼 |
| Credit Suisse AG | 23,840 | $410.4 萬 | 0.00% | +6,551+37.9% | 加碼 |
| California State Teachers Retirement System | 22,745 | $391.5 萬 | 0.01% | −1,588−6.5% | 減碼 |
| Baker Avenue Asset Management, LP | 21,910 | $377.2 萬 | 0.19% | −6,819−23.7% | 減碼 |
| Man Group plc | 21,539 | $370.8 萬 | 0.01% | – | – |
| Legal & General Group Plc | 18,778 | $323.2 萬 | 0.00% | −90−0.5% | 減碼 |
| Natixis Advisors, L.P. | 17,528 | $301.7 萬 | 0.01% | +309+1.8% | 加碼 |
| Envestnet Asset Management Inc | 17,367 | $299.0 萬 | 0.00% | +972+5.9% | 加碼 |
| Next Century Growth Investors LLC | 17,149 | $295.2 萬 | 0.28% | +17,149 | 新進 |
| State of New Jersey Common Pension Fund D | 16,736 | $288.1 萬 | 0.01% | −1,448−8.0% | 減碼 |
| Bridgewater Associates, LP | 16,351 | $281.5 萬 | 0.02% | +16,351 | 新進 |
| Simplex Trading, LLC | 16,211 | $279.0 萬 | 0.12% | +6,749+71.3% | 加碼 |
| Qube Research & Technologies Ltd | 15,355 | $264.3 萬 | 0.01% | +7,351+91.8% | 加碼 |
| Two Sigma Advisers, LP | 14,686 | $252.8 萬 | 0.01% | +2,200+17.6% | 加碼 |
| Susquehanna International Group, LLP | 14,380 | $247.5 萬 | 0.00% | −3,242−18.4% | 減碼 |
| UBS Asset Management Americas Inc | 19,746 | $245.8 萬 | 0.00% | 00.0% | 不變 |
| AQR Capital Management LLC | 14,192 | $244.3 萬 | 0.01% | +5,473+62.8% | 加碼 |
| Cubist Systematic Strategies, LLC | 14,061 | $242.0 萬 | 0.03% | −20,879−59.8% | 減碼 |
| Wells Fargo & Company | 12,982 | $223.5 萬 | 0.00% | +4,357+50.5% | 加碼 |
| Advisor Group Holdings, Inc. | 12,973 | $223.3 萬 | 0.00% | +4,466+52.5% | 加碼 |
| Citigroup Inc | 12,773 | $219.9 萬 | 0.00% | +8,513+199.8% | 加碼 |
| Marshall Wace, LLP | 12,604 | $217.0 萬 | 0.00% | −8,934−41.5% | 減碼 |
| Federated Hermes, Inc. | 12,558 | $216.2 萬 | 0.01% | +11,829+1,622.6% | 加碼 |
| UBS Group AG | 11,914 | $205.1 萬 | 0.00% | +8,708+271.6% | 加碼 |
| Allspring Global Investments Holdings, LLC | 11,801 | $203.1 萬 | 0.00% | +10,582+868.1% | 加碼 |
| Dark Forest Capital Management LP | 11,264 | $193.9 萬 | 0.20% | +11,264 | 新進 |
| Brinker Capital Investments, LLC | 11,141 | $191.8 萬 | 0.02% | −882−7.3% | 減碼 |
| Orion Portfolio Solutions, LLC | 11,141 | $191.8 萬 | 0.02% | −882−7.3% | 減碼 |
| Advisors Capital Management, LLC | 11,133 | $191.6 萬 | 0.05% | −57−0.5% | 減碼 |
| Balyasny Asset Management LLC | 10,601 | $182.5 萬 | 0.01% | +1,283+13.8% | 加碼 |
| MetLife Investment Management | 10,226 | $176.0 萬 | 0.01% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 10,076 | $173.4 萬 | 0.09% | −800−7.4% | 減碼 |
| Cavalier Investments, LLC | 9,328 | $160.6 萬 | 0.58% | +9,328 | 新進 |
| Franklin Resources Inc | 9,288 | $159.9 萬 | 0.00% | +9,288 | 新進 |
| American International Group, Inc. | 9,250 | $159.2 萬 | 0.01% | −215−2.3% | 減碼 |
| Janus Henderson Group PLC | 9,248 | $159.0 萬 | 0.00% | −6−0.1% | 減碼 |
| Deutsche Bank AG | 8,964 | $154.3 萬 | 0.00% | −5,398−37.6% | 減碼 |
| BNP Paribas Arbitrage, SA | 8,903 | $153.3 萬 | 0.00% | −3,509−28.3% | 減碼 |
| Los Angeles Capital Management LLC | 8,604 | $148.1 萬 | 0.01% | +4,062+89.4% | 加碼 |
| EFG Asset Management (North America) Corp. | 8,498 | $146.1 萬 | 0.31% | +1,340+18.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 7,770 | $133.8 萬 | 0.00% | +40+0.5% | 加碼 |
| Mackenzie Financial Corp | 7,705 | $133.2 萬 | 0.00% | 00.0% | 不變 |
| Voya Investment Management LLC | 7,683 | $132.3 萬 | 0.00% | +328+4.5% | 加碼 |
| Barclays PLC | 7,308 | $125.8 萬 | 0.00% | −2,734−27.2% | 減碼 |
| Ensign Peak Advisors, Inc | 7,050 | $121.4 萬 | 0.00% | 00.0% | 不變 |
| STRS Ohio | 6,900 | $118.7 萬 | 0.01% | +3,400+97.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 6,777 | $116.7 萬 | 0.02% | −940−12.2% | 減碼 |
| Citadel Advisors LLC | 6,709 | $115.5 萬 | 0.00% | +6,709 | 新進 |