Appfolio Inc (Class A)
Held by 8 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 03783C100 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide
In plain English: 8 of the investors we track own this stock. In the latest quarter, 3 of them bought more of it and 6 sold some or all of theirs (1 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.
Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Managers holding
8
-1 vs last quarter (like-for-like)
Total value held
$85.39M
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.0%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
-$31.53M
-31.0% vs last quarter
Net shares bought
-206.8K
Est. net flow -$32.93M
Quarter activity
3 bought · 6 sold
1 new · 2 sold out
Tracked capital in this stock
Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).
Aggregate buying and selling
Net share change reported each quarter
Who owns APPF?
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Who owns APPF? — Q2 2026
Holders ranked by position size, with each one's quarter-over-quarter change.
Column filters
| # | Manager | Fund | Shares | Value ↓ | % of their portfolio | QoQ | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Jim Simons | Renaissance Technologies | 185.84K | $29.80M | 0.0% | Reduced | -41.4K | -18.2% | -$6.64M |
| 2 | Steve Cohen | Point72 Asset Management | 101.16K | $16.22M | 0.0% | Added | +82.0K | +428.7% | +$13.15M |
| 3 | Norges Bank | Norges Bank Investment Management | 95.58K | $15.33M | 0.0% | — | — | — | — |
| 4 | Israel Englander | Millennium Management | 69.42K | $11.13M | 0.0% | Reduced | -72.7K | -51.1% | -$11.65M |
| 5 | Chuck Royce | Royce & Associates | 49.16K | $7.88M | 0.1% | New | +49.2K | — | +$7.88M |
| 6 | Two Sigma | Two Sigma Investments | 15.97K | $2.56M | 0.0% | Reduced | -108.3K | -87.2% | -$17.37M |
| 7 | Parnassus Investments | Parnassus Investments LLC | 11.53K | $1.85M | 0.0% | Added | +822 | +7.7% | +$131.81K |
| 8 | David Shaw | D.E. Shaw & Co. | 3.86K | $618.47K | 0.0% | Reduced | -27.3K | -87.6% | -$4.38M |
Column filters
| Manager | Fund | Shares sold | Value last quarter ↓ |
|---|---|---|---|
| Ken Griffin | Citadel Advisors | -70.8K | $11.17M |
| Ray Dalio | Bridgewater Associates | -18.3K | $2.88M |
Politician trades
Column filters
| Politician | Date | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed ↑ | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Josh Gottheimer Politician | Jun 21, 2024 | APPF | AppFolio, Inc. - Class A Common Stock (APPF) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Jul 9, 2024 | 18 days | PTR ↗ |
| Josh Gottheimer Politician | Oct 31, 2024 | APPF | AppFolio, Inc. - Class A Common Stock (APPF) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | Nov 6, 2024 | 6 days | PTR ↗ |
| Byron Donalds Politician | Oct 1, 2024 | APPF | AppFolio, Inc. - Class A Common Stock (APPF) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Moran Wealth IRA | Nov 7, 2024 | 37 days | PTR ↗ |
| Byron Donalds Politician | Oct 1, 2024 | APPF | AppFolio, Inc. - Class A Common Stock (APPF) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Moran Wealth IRA | Nov 7, 2024 | 37 days | PTR ↗ |
| Byron Donalds Politician | Sep 27, 2024 | APPF | Appfolio inc A (APPF) scanned | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | — | — | Nov 8, 2024 | 42 days | PTR ↗ |
| Robert P. Bresnahan, Jr. Politician | Jan 13, 2025 | APPF | AppFolio, Inc. - Class A Common Stock (APPF) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | — | Feb 13, 2025 | 31 days | PTR ↗ |
| Josh Gottheimer Politician | Apr 9, 2025 | APPF | AppFolio, Inc. - Class A Common Stock (APPF) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Joint | Morgan Stanley - Select UMA Account # 1 | May 14, 2025 | 35 days | PTR ↗ |
| Lisa McClain Politician | Aug 13, 2025 | APPF | AppFolio, Inc. - Class A Common Stock (APPF) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Charles Schwab Brokerage Account 924 | Sep 12, 2025 | 30 days | PTR ↗ |
| Lisa McClain Politician | Oct 30, 2025 | APPF | AppFolio, Inc. - Class A Common Stock (APPF) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Charles Schwab Brokerage Account 924 | Nov 21, 2025 | 22 days | PTR ↗ |
| Lisa McClain Politician | Oct 30, 2025 | APPF | AppFolio, Inc. - Class A Common Stock (APPF) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Charles Schwab 401K > Schwab 893 | Nov 21, 2025 | 22 days | PTR ↗ |
| Lisa McClain Politician | Oct 31, 2025 | APPF | AppFolio, Inc. - Class A Common Stock (APPF) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | Charles Schwab 401K > Schwab 893 | Nov 21, 2025 | 21 days | PTR ↗ |
| Gil Cisneros Politician | Feb 18, 2026 | APPF | AppFolio, Inc. - Class A Common Stock (APPF) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Mar 9, 2026 | 19 days | PTR ↗ |