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 13F 持有人
Appfolio Inc 在 2025/3/31 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
- 381
- 較 2024 年第 4 季 −5 家
- 持有股數
- 1,994 萬
- 較 2024 年第 4 季 +103.8 萬 (+5.5%)
- 總市值
- $43.8 億
- 較 2024 年第 4 季 −$2.79 億 (−6.0%)
- 新進機構
- 73
- 另有 135 家加碼
- 清倉機構
- 78
- 另有 129 家減碼
另有 2 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Steel Peak Wealth Management LLC | 1,000 | $22.0 萬 | 0.01% | −6−0.6% | 減碼 |
| Davis R M Inc | 1,000 | $22.0 萬 | 0.00% | 00.0% | 不變 |
| Keebeck Alpha, LP | 1,004 | $22.1 萬 | 0.26% | −680−40.4% | 減碼 |
| KBC Group NV | 1,006 | $22.1 萬 | 0.00% | −17−1.7% | 減碼 |
| Covestor Ltd | 1,033 | $22.7 萬 | 0.15% | −85−7.6% | 減碼 |
| Somerset Trust Co | 1,036 | $22.8 萬 | 0.08% | +213+25.9% | 加碼 |
| ProShare Advisors LLC | 1,041 | $22.9 萬 | 0.00% | −85−7.5% | 減碼 |
| Parallel Advisors, LLC | 1,043 | $22.9 萬 | 0.01% | +463+79.8% | 加碼 |
| denkapparat Operations GmbH | 1,056 | $23.2 萬 | 0.25% | +162+18.1% | 加碼 |
| Maryland State Retirement & Pension System | 1,059 | $23.3 萬 | 0.01% | −197−15.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 1,073 | $23.6 萬 | 0.00% | −12,016−91.8% | 減碼 |
| Lewis Asset Management, LLC | 1,088 | $23.9 萬 | 0.20% | −31−2.8% | 減碼 |
| First Foundation Advisors | 1,098 | $24.1 萬 | 0.01% | 00.0% | 不變 |
| Mutual Advisors, LLC | 1,277 | $24.5 萬 | 0.01% | −172−11.9% | 減碼 |
| City Center Advisors, LLC | 1,139 | $25.0 萬 | 0.29% | −233−17.0% | 減碼 |
| Aigen Investment Management, LP | 1,141 | $25.1 萬 | 0.04% | +244+27.2% | 加碼 |
| Cullinan Associates Inc | 1,200 | $26.4 萬 | 0.02% | 00.0% | 不變 |
| Utah Retirement Systems | 1,200 | $26.4 萬 | 0.00% | 00.0% | 不變 |
| First Bank & Trust | 1,203 | $26.5 萬 | 0.05% | +30+2.6% | 加碼 |
| First Citizens Bank & Trust Co | 1,255 | $27.6 萬 | 0.01% | +1,255 | 新進 |
| Janney Montgomery Scott LLC | 1,389 | $30.5 萬 | 0.00% | +1,389 | 新進 |
| Linden Thomas Advisory Services, LLC | 1,394 | $30.7 萬 | 0.04% | +101+7.8% | 加碼 |
| CWM Advisors, LLC | 1,406 | $30.9 萬 | 0.04% | −1,511−51.8% | 減碼 |
| United Services Automobile Association | 1,405 | $31.1 萬 | 0.01% | +1,405 | 新進 |
| Burns Matteson Capital Management, LLC | 1,434 | $31.5 萬 | 0.17% | +103+7.7% | 加碼 |
| MML Investors Services, LLC | 1,448 | $31.8 萬 | 0.00% | +470+48.1% | 加碼 |
| Quadrant Capital Group LLC | 1,449 | $31.9 萬 | 0.01% | +645+80.2% | 加碼 |
| Axq Capital, LP | 1,451 | $31.9 萬 | 0.13% | +1,451 | 新進 |
| EP Wealth Advisors, LLC | 1,454 | $32.0 萬 | 0.00% | +1,454 | 新進 |
| Fiduciary Trust Co | 1,464 | $32.2 萬 | 0.00% | +1,464 | 新進 |
| Pallas Capital Advisors LLC | 1,483 | $32.6 萬 | 0.01% | −2,780−65.2% | 減碼 |
| Bayforest Capital Ltd | 1,534 | $33.7 萬 | 0.15% | +453+41.9% | 加碼 |
| Versor Investments LP | 1,541 | $33.9 萬 | 0.06% | +1,541 | 新進 |
| Snowden Capital Advisors LLC | 1,545 | $34.0 萬 | 0.01% | +1,545 | 新進 |
| HMS Capital Management, LLC | 1,590 | $34.1 萬 | 0.19% | 00.0% | 不變 |
| Diversify Wealth Management, LLC | 1,727 | $35.2 萬 | 0.03% | +356+26.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 1,609 | $35.4 萬 | 0.01% | −75−4.5% | 減碼 |
| Summit Global Investments | 1,652 | $36.3 萬 | 0.03% | +40+2.5% | 加碼 |
| Alps Advisors Inc | 1,660 | $36.5 萬 | 0.00% | +1,660 | 新進 |
| Holocene Advisors, LP | 1,695 | $37.3 萬 | 0.00% | −463−21.5% | 減碼 |
| US Bancorp | 1,722 | $37.9 萬 | 0.00% | +1,657+2,549.2% | 加碼 |
| Moody Aldrich Partners LLC | 1,739 | $38.2 萬 | 0.08% | −676−28.0% | 減碼 |
| Woodline Partners LP | 1,754 | $38.6 萬 | 0.00% | +50+2.9% | 加碼 |
| Alliance Wealth Advisors, LLC | 1,758 | $38.7 萬 | 0.10% | +1,758 | 新進 |
| Colony Group, LLC | 1,785 | $39.3 萬 | 0.00% | −1,814−50.4% | 減碼 |
| Securian Asset Management, Inc | 1,789 | $39.3 萬 | 0.01% | 00.0% | 不變 |
| Cetera Investment Advisers | 1,835 | $40.4 萬 | 0.00% | +1,835 | 新進 |
| Mercer Global Advisors Inc | 1,841 | $40.5 萬 | 0.00% | −397−17.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 1,857 | $40.8 萬 | 0.00% | +328+21.5% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 1,908 | $42.0 萬 | 0.00% | +1,908 | 新進 |
| Hancock Whitney Corp | 1,920 | $42.2 萬 | 0.01% | −2,301−54.5% | 減碼 |
| Guggenheim Capital LLC | 1,938 | $42.6 萬 | 0.00% | −297−13.3% | 減碼 |
| Beacon Pointe Advisors, LLC | 1,995 | $43.9 萬 | 0.00% | −7−0.3% | 減碼 |
| Rathbone Brothers plc | 2,000 | $44.0 萬 | 0.00% | −4,187−67.7% | 減碼 |
| Commerce Bank | 2,045 | $45.0 萬 | 0.00% | −21−1.0% | 減碼 |
| Two Sigma Advisers, LP | 2,100 | $46.2 萬 | 0.00% | −100−4.5% | 減碼 |
| Banque Pictet & Cie SA | 2,118 | $46.6 萬 | 0.00% | +2,118 | 新進 |
| Marshall Wace, LLP | 2,152 | $47.3 萬 | 0.00% | +2,152 | 新進 |
| Gallacher Capital Management LLC | 2,160 | $47.5 萬 | 0.23% | +1,338+162.8% | 加碼 |
| Baird Financial Group, Inc. | 2,187 | $48.1 萬 | 0.00% | −15−0.7% | 減碼 |
| Global Endowment Management, LP | 2,194 | $48.2 萬 | 0.06% | −4,355−66.5% | 減碼 |
| State of Wyoming | 2,223 | $48.9 萬 | 0.06% | −676−23.3% | 減碼 |
| Independent Advisor Alliance | 2,242 | $49.3 萬 | 0.02% | −365−14.0% | 減碼 |
| Natixis | 2,299 | $50.2 萬 | 0.00% | −18−0.8% | 減碼 |
| Precision Wealth Strategies, LLC | 2,319 | $51.0 萬 | 0.39% | +2,319 | 新進 |
| Public Employees Retirement Association of Colorado | 2,354 | $51.8 萬 | 0.00% | 00.0% | 不變 |
| Deutsche Bank AG | 2,362 | $51.9 萬 | 0.00% | +75+3.3% | 加碼 |
| New York Life Investment Management LLC | 2,374 | $52.2 萬 | 0.01% | +2,374 | 新進 |
| Gotham Asset Management, LLC | 2,380 | $52.3 萬 | 0.00% | −1,423−37.4% | 減碼 |
| LVZ Advisors, Inc. | 2,437 | $53.6 萬 | 0.07% | +185+8.2% | 加碼 |
| Bosman Wealth Management, LLC | 2,477 | $54.5 萬 | 0.55% | −6,641−72.8% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 2,500 | $55.0 萬 | 0.00% | +2,500 | 新進 |
| Unique Wealth Strategies, LLC | 2,508 | $55.2 萬 | 0.25% | +2,508 | 新進 |
| Captrust Financial Advisors | 2,526 | $55.5 萬 | 0.00% | −3,051−54.7% | 減碼 |
| Two Sigma Securities, LLC | 2,535 | $55.7 萬 | 0.09% | +2,535 | 新進 |
| JustInvest LLC | 2,592 | $57.0 萬 | 0.01% | +521+25.2% | 加碼 |
| State of Alaska, Department of Revenue | 2,720 | $59.8 萬 | 0.01% | +85+3.2% | 加碼 |
| Vident Advisory, LLC | 2,804 | $61.7 萬 | 0.01% | −4,042−59.0% | 減碼 |
| Aviva PLC | 2,824 | $62.1 萬 | 0.00% | +374+15.3% | 加碼 |
| Curbstone Financial Management Corp | 2,840 | $62.5 萬 | 0.13% | 00.0% | 不變 |
| Fieldview Capital Management, LLC | 2,844 | $62.5 萬 | 0.09% | −8,399−74.7% | 減碼 |
| HighTower Advisors, LLC | 2,882 | $63.4 萬 | 0.00% | +1,397+94.1% | 加碼 |
| Verdence Capital Advisors LLC | 2,893 | $63.6 萬 | 0.05% | +10+0.3% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 2,852 | $63.6 萬 | 0.01% | +2,852 | 新進 |
| Loomis Sayles & Co L P | 2,936 | $64.6 萬 | 0.00% | 00.0% | 不變 |
| DGS Capital Management, LLC | 3,018 | $66.4 萬 | 0.17% | −954−24.0% | 減碼 |
| Mariner, LLC | 3,029 | $66.6 萬 | 0.00% | +922+43.8% | 加碼 |
| Illinois Municipal Retirement Fund | 3,281 | $72.1 萬 | 0.01% | 00.0% | 不變 |
| Toroso Investments, LLC | 3,293 | $72.4 萬 | 0.01% | +1,801+120.7% | 加碼 |
| Pictet Asset Management Holding SA | 3,447 | $75.8 萬 | 0.00% | +314+10.0% | 加碼 |
| Boothbay Fund Management, LLC | 3,508 | $77.1 萬 | 0.03% | +3,508 | 新進 |
| Portside Wealth Group, LLC | 3,521 | $77.4 萬 | 0.13% | +3,521 | 新進 |
| Truist Financial Corp | 3,632 | $79.9 萬 | 0.00% | +1,131+45.2% | 加碼 |
| Bank of Montreal | 3,635 | $79.9 萬 | 0.00% | −45−1.2% | 減碼 |
| Atria Investments LLC | 3,652 | $80.3 萬 | 0.01% | +2,596+245.8% | 加碼 |
| Custom Index Systems, LLC | 3,663 | $80.5 萬 | 0.41% | +3,663 | 新進 |
| National Philanthropic Trust | 3,700 | $81.4 萬 | 0.01% | 00.0% | 不變 |
| Norden Group LLC | 3,701 | $81.4 萬 | 0.09% | +3,701 | 新進 |
| ING Groep NV | 3,900 | $85.8 萬 | 0.01% | 00.0% | 不變 |
| Alpha Wealth Funds, LLC | 4,000 | $88.0 萬 | 0.95% | +4,000 | 新進 |