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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。

2025 年第 1 季與 2024 年第 4 季比較

持有 Appfolio Inc 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人2024 年第 4 季全部持有人

APPF 的 13F 持有人：2024 年第 4 季與 2025 年第 1 季比較
項目2024 年第 4 季其中尚未申報 2025 年第 1 季2025 年第 1 季變化
持有家數3882381−5
股數1,905 萬14.2 萬1,994 萬+103.8 萬 (+5.5%)
市值$47.0 億$3,496 萬$43.8 億−$2.79 億 (−6.0%)

2 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（73 家）

2025 年第 1 季季末持有 Appfolio Inc、2024 年第 4 季季末沒有持有的機構。

2025 年第 1 季新進 APPF 的機構
機構股數市值佔組合 %
William Blair Investment Management, LLC422,594$9,293 萬0.26%
Fiera Capital Corp163,238$3,590 萬0.13%
Brown Advisory Inc126,419$2,780 萬0.04%
Nuveen, LLC124,894$2,746 萬0.01%
Capital Impact Advisors, LLC26,464$581.9 萬2.23%
Sone Capital Management, LLC22,733$499.9 萬0.51%
Quantinno Capital Management LP21,852$480.5 萬0.03%
ExodusPoint Capital Management, LP21,171$465.6 萬0.06%
Melqart Asset Management (UK) Ltd13,633$299.8 萬0.40%
Virginia Retirement Systems Et Al12,721$279.7 萬0.02%
Alamar Capital Management, LLC11,375$250.1 萬1.49%
Universal- Beteiligungs- und Servicegesellschaft mbH10,978$241.4 萬0.00%
Johnson Investment Counsel Inc10,820$237.9 萬0.02%
Kerrisdale Advisers, LLC9,748$214.4 萬0.90%
Davidson Kahn Capital Management, LLC8,656$190.3 萬1.47%
Parnassus Investments5,863$128.9 萬0.00%
Zions Bancorporation, National Association5,794$127.4 萬0.08%
M&T Bank Corp5,529$121.5 萬0.00%
Alpha Wealth Funds, LLC4,000$88.0 萬0.95%
Norden Group LLC3,701$81.4 萬0.09%
Custom Index Systems, LLC3,663$80.5 萬0.41%
Portside Wealth Group, LLC3,521$77.4 萬0.13%
Boothbay Fund Management, LLC3,508$77.1 萬0.03%
Wiley Bros.-Aintree Capital, LLC2,852$63.6 萬0.01%
Two Sigma Securities, LLC2,535$55.7 萬0.09%
Unique Wealth Strategies, LLC2,508$55.2 萬0.25%
Skandinaviska Enskilda Banken AB (publ)2,500$55.0 萬0.00%
New York Life Investment Management LLC2,374$52.2 萬0.01%
Precision Wealth Strategies, LLC2,319$51.0 萬0.39%
Marshall Wace, LLP2,152$47.3 萬0.00%
Banque Pictet & Cie SA2,118$46.6 萬0.00%
Envestnet Portfolio Solutions, Inc.1,908$42.0 萬0.00%
Cetera Investment Advisers1,835$40.4 萬0.00%
Alliance Wealth Advisors, LLC1,758$38.7 萬0.10%
Alps Advisors Inc1,660$36.5 萬0.00%
Snowden Capital Advisors LLC1,545$34.0 萬0.01%
Versor Investments LP1,541$33.9 萬0.06%
Fiduciary Trust Co1,464$32.2 萬0.00%
EP Wealth Advisors, LLC1,454$32.0 萬0.00%
Axq Capital, LP1,451$31.9 萬0.13%
United Services Automobile Association1,405$31.1 萬0.01%
Janney Montgomery Scott LLC1,389$30.5 萬0.00%
First Citizens Bank & Trust Co1,255$27.6 萬0.01%
Strategic Advocates LLC990$21.8 萬0.08%
CI Private Wealth, LLC981$21.6 萬0.00%
Ground Swell Capital, LLC928$20.4 萬0.46%
Coldstream Capital Management Inc790$17.4 萬0.00%
Caitong International Asset Management Co., Ltd251$5.52 萬0.04%
Pilgrim Partners Asia Pte Ltd220$4.84 萬0.05%
Skopos Labs, Inc.96$2.11 萬0.00%
Clear Street Markets LLC73$1.61 萬0.01%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.56$1.23 萬0.00%
Boston Private Wealth LLC42$9,2350.00%
Tidemark, LLC25$5,4980.00%
Mather Group, LLC.23$5,0580.00%
MJT & Associates Financial Advisory Group, Inc.23$5,0580.00%
North Capital, Inc.14$3,0790.00%
CIBC Private Wealth Group, LLC14$2,9150.00%
Whittier Trust Co of Nevada Inc12$2,6380.00%
NewSquare Capital LLC9$1,9790.00%
South State Corp.5$1,1000.00%
Activest Wealth Management5$1,1000.00%
Hantz Financial Services, Inc.5$1,0000.00%
CVA Family Office, LLC4$8800.00%
Creative Financial Designs Inc2$4400.00%
AdvisorNet Financial, Inc2$4400.00%
Financial Management Professionals, Inc.2$4400.00%
Stonebridge Financial Group, LLC1$2200.00%
Rakuten Securities, Inc.1$2200.00%
WealthTrak Capital Management LLC1$2200.00%
HFM Investment Advisors, LLC1$2200.00%
Bay Harbor Wealth Management, LLC1$2190.00%
Legacy Advisors, LLC10––

清倉機構（78 家）

2024 年第 4 季季末持有 Appfolio Inc、2025 年第 1 季有申報但已經沒有持有的機構。

2025 年第 1 季清倉 APPF 的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Qube Research & Technologies Ltd111,070$2,740 萬
Spence Asset Management77,583$1,914 萬
Loup Funds, LLC62,756$1,548 萬
Crosslink Capital Inc61,534$1,518 萬
Assenagon Asset Management S.A.52,007$1,283 萬
Unisphere Establishment25,300$624.2 萬
Hillsdale Investment Management Inc.24,218$597.5 萬
Jump Financial, LLC22,610$557.8 萬
Picton Mahoney Asset Management19,709$486.3 萬
Intech Investment Management LLC15,629$385.6 萬
Campbell & CO Investment Adviser LLC15,028$370.8 萬
Jane Street Group, LLC13,414$331.0 萬
Aquatic Capital Management LLC11,833$291.9 萬
Inspire Advisors, LLC10,796$266.4 萬
Miura Global Management, LLC10,000$246.7 萬
Savant Capital, LLC8,601$212.2 萬
Pinebridge Investments, L.P.8,072$199.2 萬
SG Americas Securities, LLC7,145$176.3 萬
Quadrature Capital Ltd6,740$166.3 萬
Entropy Technologies, LP5,830$143.8 萬
Jackson Creek Investment Advisors LLC5,689$140.4 萬
Bryce Point Capital, LLC5,640$139.2 萬
PAX Financial Group, LLC4,445$109.7 萬
Harbor Capital Advisors, Inc.4,227$104.3 萬
Pacer Advisors, Inc.3,334$82.3 萬
DC Investments Management, LLC3,323$82.0 萬
Schonfeld Strategic Advisors LLC3,310$81.7 萬
Nomura Holdings Inc3,062$75.5 萬
Y-Intercept (Hong Kong) Ltd3,052$75.3 萬
Sanctuary Advisors, LLC2,958$75.0 萬
Main Management ETF Advisors, LLC2,848$70.3 萬
Sherbrooke Park Advisers LLC2,812$69.4 萬
Schroder Investment Management Group2,722$67.3 萬
Belpointe Asset Management LLC2,574$59.7 萬
Fortis Capital Advisors, LLC2,574$59.7 萬
Merit Financial Group, LLC2,268$56.0 萬
HSBC Holdings PLC2,241$55.7 萬
Inceptionr LLC2,240$55.3 萬
Penserra Capital Management LLC2,226$54.9 萬
Dark Forest Capital Management LP2,224$54.9 萬
Silvercrest Asset Management Group LLC1,950$48.1 萬
Oak Thistle LLC1,882$46.4 萬
XTX Topco Ltd1,730$42.7 萬
Cambridge Investment Research Advisors, Inc.1,413$34.9 萬
Dakota Wealth Management1,374$33.9 萬
Cornercap Investment Counsel Inc1,223$30.2 萬
Crestline Management, LP1,200$29.6 萬
Sym Financial Corp1,182$29.2 萬
Chicago Partners Investment Group LLC1,012$25.7 萬
Capital Performance Advisors LLP1,037$25.6 萬
Atom Investors LP1,036$25.6 萬
Polymer Capital Management (US) LLC1,026$25.3 萬
Sax Wealth Advisors, LLC1,002$24.7 萬
Poinciana Advisors Group, LLC995$24.5 萬
Ashton Thomas Private Wealth, LLC953$23.5 萬
Buckingham Strategic Partners921$22.7 萬
Congress Wealth Management LLC916$22.6 萬
Pathstone Holdings, LLC914$22.5 萬
Worldquant Millennium Advisors LLC901$22.2 萬
Kensington Investment Counsel, LLC900$22.2 萬
Cache Advisors, LLC883$21.8 萬
Shelton Capital Management853$21.0 萬
Stevens Capital Management LP820$20.2 萬
Delap Wealth Advisory, LLC814$20.1 萬
Salem Investment Counselors Inc500$12.3 萬
Northwest & Ethical Investments L.P.450$11.1 萬
Venturi Wealth Management, LLC400$9.87 萬
Walleye Trading LLC319$7.87 萬
C M Bidwell & Associates Ltd311$7.67 萬
Quarry LP212$5.23 萬
Arcadia Investment Management Corp203$5.01 萬
Mizuho Bank, Ltd.190$4.69 萬
Colonial Trust Co114$2.81 萬
Plato Investment Management Ltd86$2.13 萬
Nelson, Van Denburg & Campbell Wealth Management Group, LLC32$7,895
Johnson Financial Group, Inc.26$6,082
Bryn Mawr Trust Co24$5,921
Migdal Insurance & Financial Holdings Ltd.1$0

尚未申報 2025 年第 1 季的機構（2 家）

2024 年第 4 季季末持有 Appfolio Inc、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 4 季持有 APPF、尚未申報 2025 年第 1 季的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Nuveen Asset Management, LLC141,640$3,495 萬
Global Retirement Partners, LLC48$1.18 萬