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 2 季 13F 持有人
Appfolio Inc 在 2025/6/30 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
- 385
- 較 2025 年第 1 季 +7 家
- 持有股數
- 2,055 萬
- 較 2025 年第 1 季 +62.1 萬 (+3.1%)
- 總市值
- $47.3 億
- 較 2025 年第 1 季 +$3.51 億 (+8.0%)
- 新進機構
- 63
- 另有 118 家加碼
- 清倉機構
- 56
- 另有 156 家減碼
另有 3 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 | $37.7 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 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,403,717 | $5.54 億 | 0.01% | −34,712−1.4% | 減碼 |
| BlackRock, Inc. | 2,356,065 | $5.43 億 | 0.01% | −48,715−2.0% | 減碼 |
| Ashe Capital Management, LP | 1,331,260 | $3.07 億 | 23.89% | +195,148+17.2% | 加碼 |
| Principal Financial Group Inc | 832,891 | $1.92 億 | 0.10% | +431,003+107.2% | 加碼 |
| William Blair Investment Management, LLC | 733,428 | $1.69 億 | 0.45% | +310,834+73.6% | 加碼 |
| State Street Corp | 692,171 | $1.59 億 | 0.01% | −21,883−3.1% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 686,460 | $1.58 億 | 0.38% | −87,119−11.3% | 減碼 |
| Brown Capital Management LLC | 578,745 | $1.33 億 | 3.88% | −33,084−5.4% | 減碼 |
| FMR LLC | 574,363 | $1.32 億 | 0.01% | −271,815−32.1% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 525,334 | $1.21 億 | 1.28% | −7,266−1.4% | 減碼 |
| Nellore Capital Management LLC | 506,892 | $1.17 億 | 13.09% | +104,153+25.9% | 加碼 |
| DF Dent & Co Inc | 494,818 | $1.14 億 | 1.45% | +102,915+26.3% | 加碼 |
| Price T Rowe Associates Inc | 454,478 | $1.05 億 | 0.01% | +399,838+731.8% | 加碼 |
| Geode Capital Management, LLC | 438,522 | $1.01 億 | 0.01% | +1,458+0.3% | 加碼 |
| Morgan Stanley | 375,436 | $8,646 萬 | 0.01% | +108,215+40.5% | 加碼 |
| Invesco Ltd. | 313,873 | $7,228 萬 | 0.01% | −33,252−9.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 292,771 | $6,742 萬 | 0.05% | −5,125−1.7% | 減碼 |
| Long Walk Management LP | 276,325 | $6,363 萬 | 16.11% | +121,525+78.5% | 加碼 |
| Dimensional Fund Advisors LP | 266,040 | $6,126 萬 | 0.01% | +17,092+6.9% | 加碼 |
| Caledonia (Private) Investments Pty Ltd | 238,880 | $5,501 萬 | 0.87% | +238,880 | 新進 |
| Renaissance Technologies LLC | 229,100 | $5,276 萬 | 0.07% | −47,800−17.3% | 減碼 |
| New York State Common Retirement Fund | 224,737 | $5,175 萬 | 0.07% | −735−0.3% | 減碼 |
| Brown Advisory Inc | 222,889 | $5,133 萬 | 0.07% | +96,470+76.3% | 加碼 |
| Bank of New York Mellon Corp | 221,812 | $5,108 萬 | 0.01% | +13,493+6.5% | 加碼 |
| Northern Trust Corp | 191,259 | $4,404 萬 | 0.01% | −2,521−1.3% | 減碼 |
| Fiera Capital Corp | 166,161 | $3,826 萬 | 0.13% | +2,923+1.8% | 加碼 |
| GW&K Investment Management, LLC | 165,407 | $3,809 萬 | 0.34% | −16,242−8.9% | 減碼 |
| Charles Schwab Investment Management Inc | 159,670 | $3,677 萬 | 0.01% | +127+0.1% | 加碼 |
| Insight Holdings Group, LLC | 152,600 | $3,514 萬 | 1.47% | +152,600 | 新進 |
| Norges Bank | 149,491 | $3,442 萬 | 0.00% | −108,488−42.1% | 減碼 |
| First Trust Advisors LP | 144,712 | $3,332 萬 | 0.03% | −53,799−27.1% | 減碼 |
| Ranger Investment Management, L.P. | 140,685 | $3,240 萬 | 2.26% | +20,807+17.4% | 加碼 |
| Bank of America Corp | 140,505 | $3,236 萬 | 0.00% | +4,167+3.1% | 加碼 |
| Greenstone Partners & Co., LLC | 134,229 | $3,091 萬 | 7.24% | +22,489+20.1% | 加碼 |
| Janus Henderson Group PLC | 131,830 | $3,036 萬 | 0.01% | −17,349−11.6% | 減碼 |
| Jacobs Levy Equity Management, Inc | 131,532 | $3,029 萬 | 0.12% | −41,440−24.0% | 減碼 |
| Squarepoint Ops LLC | 126,689 | $2,917 萬 | 0.06% | +25,313+25.0% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 109,866 | $2,530 萬 | 0.05% | −20,871−16.0% | 減碼 |
| Wells Fargo & Company | 102,637 | $2,364 萬 | 0.01% | +770+0.8% | 加碼 |
| UBS Group AG | 101,781 | $2,344 萬 | 0.00% | +31,710+45.3% | 加碼 |
| Royal Bank of Canada | 97,111 | $2,236 萬 | 0.00% | +51,659+113.7% | 加碼 |
| UBS Asset Management Americas Inc | 94,459 | $2,175 萬 | 0.00% | +21,734+29.9% | 加碼 |
| Raymond James Financial Inc | 94,155 | $2,168 萬 | 0.01% | +2,440+2.7% | 加碼 |
| Jennison Associates LLC | 90,171 | $2,076 萬 | 0.01% | +28,986+47.4% | 加碼 |
| Sellaronda Global Management LP | 85,000 | $1,957 萬 | 17.17% | +5,000+6.3% | 加碼 |
| Russell Investments Group, Ltd. | 70,407 | $1,621 萬 | 0.02% | +702+1.0% | 加碼 |
| Goldman Sachs Group Inc | 68,494 | $1,577 萬 | 0.00% | +1,717+2.6% | 加碼 |
| Envestnet Asset Management Inc | 67,728 | $1,560 萬 | 0.00% | −2,701−3.8% | 減碼 |
| Man Group plc | 66,666 | $1,535 萬 | 0.03% | +4,907+7.9% | 加碼 |
| Rhumbline Advisers | 64,023 | $1,474 萬 | 0.01% | −206−0.3% | 減碼 |
| Victory Capital Management Inc | 62,089 | $1,430 萬 | 0.01% | −7,518−10.8% | 減碼 |
| CTF Capital Management, LP | 61,253 | $1,411 萬 | 8.35% | +61,253 | 新進 |
| Marshall Wace, LLP | 57,429 | $1,322 萬 | 0.02% | +55,277+2,568.6% | 加碼 |
| Blair William & Co | 56,337 | $1,297 萬 | 0.04% | −156−0.3% | 減碼 |
| EULAV Asset Management | 55,449 | $1,277 萬 | 0.30% | 00.0% | 不變 |
| Macquarie Group Ltd | 54,790 | $1,262 萬 | 0.02% | −251,843−82.1% | 減碼 |
| Millennium Management LLC | 52,285 | $1,204 萬 | 0.01% | +34,230+189.6% | 加碼 |
| Nuveen, LLC | 52,259 | $1,203 萬 | 0.00% | −72,635−58.2% | 減碼 |
| JPMorgan Chase & Co | 48,995 | $1,128 萬 | 0.00% | −774−1.6% | 減碼 |
| Atika Capital Management LLC | 44,500 | $1,025 萬 | 1.07% | 00.0% | 不變 |
| Wellington Management Group LLP | 44,291 | $1,020 萬 | 0.00% | −10,966−19.8% | 減碼 |
| SEI Investments Co | 42,976 | $989.6 萬 | 0.01% | −18,821−30.5% | 減碼 |
| Swiss National Bank | 42,500 | $978.7 萬 | 0.01% | 00.0% | 不變 |
| Mission Wealth Management, LP | 42,159 | $970.8 萬 | 0.21% | −11,280−21.1% | 減碼 |
| Great West Life Assurance Co | 39,519 | $909.2 萬 | 0.01% | −1,778−4.3% | 減碼 |
| AXA S.A. | 39,439 | $908.2 萬 | 0.03% | −13,384−25.3% | 減碼 |
| Legal & General Group Plc | 36,775 | $846.9 萬 | 0.00% | +944+2.6% | 加碼 |
| Nicholas Investment Partners, LP | 36,546 | $841.6 萬 | 0.75% | −6,768−15.6% | 減碼 |
| Verition Fund Management LLC | 35,298 | $812.8 萬 | 0.05% | +25,334+254.3% | 加碼 |
| TFJ Management, LLC | 34,030 | $783.6 萬 | 6.12% | +11,757+52.8% | 加碼 |
| Natixis Advisors, L.P. | 33,964 | $782.1 萬 | 0.01% | +10,003+41.7% | 加碼 |
| Alliancebernstein L.P. | 30,196 | $695.4 萬 | 0.00% | −5,981−16.5% | 減碼 |
| Jupiter Asset Management Ltd | 28,760 | $662.3 萬 | 0.06% | +16,521+135.0% | 加碼 |
| Retirement Systems of Alabama | 28,169 | $648.7 萬 | 0.02% | −120−0.4% | 減碼 |
| Capital Impact Advisors, LLC | 26,687 | $620.6 萬 | 1.87% | +223+0.8% | 加碼 |
| Ameriprise Financial Inc | 25,639 | $590.4 萬 | 0.00% | −7,991−23.8% | 減碼 |
| Stanley-Laman Group, Ltd. | 25,615 | $589.9 萬 | 0.88% | +25,615 | 新進 |
| Quantinno Capital Management LP | 21,863 | $503.5 萬 | 0.02% | +11+0.1% | 加碼 |
| Franklin Resources Inc | 21,601 | $497.4 萬 | 0.00% | −167,417−88.6% | 減碼 |
| California State Teachers Retirement System | 21,305 | $490.6 萬 | 0.01% | −44−0.2% | 減碼 |
| SG Americas Securities, LLC | 20,342 | $468.4 萬 | 0.02% | +20,342 | 新進 |
| Zevenbergen Capital Investments LLC | 20,000 | $460.6 萬 | 0.09% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 19,202 | $442.2 萬 | 0.06% | +1,981+11.5% | 加碼 |
| Alamar Capital Management, LLC | 18,300 | $421.4 萬 | 2.28% | +6,925+60.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 17,719 | $408.0 萬 | 0.00% | −1,157−6.1% | 減碼 |
| Melqart Asset Management (UK) Ltd | 16,832 | $387.6 萬 | 0.55% | +3,199+23.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 16,772 | $386.2 萬 | 0.01% | +211+1.3% | 加碼 |
| Channel Wealth LLC | 16,526 | $380.6 萬 | 1.08% | −1,311−7.3% | 減碼 |
| Baker Avenue Asset Management, LP | 16,437 | $378.5 萬 | 0.11% | −5,925−26.5% | 減碼 |
| Azzad Asset Management Inc | 15,935 | $367.0 萬 | 0.39% | +456+2.9% | 加碼 |
| Agf Management Ltd | 14,314 | $329.6 萬 | 0.01% | +14,314 | 新進 |
| Brinker Capital Investments, LLC | 14,006 | $322.5 萬 | 0.03% | +249+1.8% | 加碼 |
| Amundi | 13,734 | $319.5 萬 | 0.00% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 13,747 | $316.6 萬 | 0.00% | −12,471−47.6% | 減碼 |
| EFG Asset Management (North America) Corp. | 13,497 | $310.6 萬 | 0.44% | −115−0.8% | 減碼 |
| MetLife Investment Management | 13,394 | $308.4 萬 | 0.02% | −488−3.5% | 減碼 |
| Johnson Investment Counsel Inc | 13,242 | $304.9 萬 | 0.03% | +2,422+22.4% | 加碼 |
| Kerrisdale Advisers, LLC | 12,942 | $298.0 萬 | 1.55% | +3,194+32.8% | 加碼 |
| Stifel Financial Corp | 11,829 | $272.4 萬 | 0.00% | −1,119−8.6% | 減碼 |
| Teacher Retirement System of Texas | 11,715 | $269.8 萬 | 0.01% | −1,876−13.8% | 減碼 |