Security key
03783C100
APPFOLIO INC - Class A Common Stock, $0.0001 par value (APPF)
CUSIP: 03783C100
Q1 2020 13F Holders as of 31 Mar 2020
- Type / Class
- Equity / Class A Common Stock, $0.0001 par value
- Shares outstanding
- 23,278,392
- Total 13F shares
- 13,155,420
- Share change
- +415,238
- Total reported value
- $1,459,560,769
- Put/Call ratio
- 15%
- Price per share
- $110.95
- Number of holders
- 142
- Value change
- +$46,385,408
- Number of buys
- 76
- Number of sells
- 66
Report period
Q1 2020
Institutions
142
Top holders
10
APPF full security history
Newer quarter: Q2 2020
Previous quarter: Q4 2019
APPFOLIO INC SEC filings
APPFOLIO INC company facts
Broader feeds
Reporting periods
Holder history for CUSIP 03783C100
Recent filing periods:
Top shareholders of APPF - APPFOLIO INC - Class A Common Stock, $0.0001 par value (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Ashe Capital Management, LP |
13F
|
Company |
7%
|
1,630,641
|
$179,289,000 | — | 31 Dec 2019 | |
| BROWN CAPITAL MANAGEMENT LLC |
13F
|
Company |
7%
|
1,624,454
|
$178,609,000 | — | 31 Dec 2019 | |
| VANGUARD GROUP INC |
13F
|
Company |
6.4%
|
1,486,280
|
$163,417,000 | — | 31 Dec 2019 | |
| BlackRock Finance, Inc. |
13F
|
Company |
4.8%
|
1,112,899
|
$122,362,000 | — | 31 Dec 2019 | |
| Capital Research Global Investors |
13F
|
Company |
4.1%
|
964,547
|
$106,052,000 | — | 31 Dec 2019 | |
| William E. Oberndorf |
13F
|
Individual |
4.1%
|
962,609
|
$105,839,000 | — | 31 Dec 2019 | |
| GILDER GAGNON HOWE & CO LLC |
13F
|
Company |
2.1%
|
483,271
|
$53,136,000 | — | 31 Dec 2019 | |
| Echo Street Capital Management LLC |
13F
|
Company |
1.7%
|
401,822
|
$44,180,000 | — | 31 Dec 2019 | |
| STATE STREET CORP |
13F
|
Company |
1.5%
|
338,993
|
$37,272,000 | — | 31 Dec 2019 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.2%
|
283,183
|
$31,135,000 | — | 31 Dec 2019 | |
| Granite Investment Partners, LLC |
13F
|
Company |
1.1%
|
255,696
|
$28,114,000 | — | 31 Dec 2019 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.1%
|
252,726
|
$27,787,000 | — | 31 Dec 2019 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
1%
|
236,580
|
$26,012,000 | — | 31 Dec 2019 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.89%
|
206,853
|
$22,742,000 | — | 31 Dec 2019 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.88%
|
203,801
|
$22,408,000 | — | 31 Dec 2019 | |
| BROWN ADVISORY INC |
13F
|
Company |
0.83%
|
192,321
|
$21,145,000 | — | 31 Dec 2019 | |
| GLYNN CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.78%
|
181,027
|
$19,904,000 | — | 31 Dec 2019 | |
| Ranger Investment Management, L.P. |
13F
|
Company |
0.69%
|
160,512
|
$17,648,000 | — | 31 Dec 2019 | |
| MORGAN STANLEY |
13F
|
Company |
0.62%
|
143,558
|
$15,784,000 | — | 31 Dec 2019 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
0.52%
|
120,489
|
$13,248,000 | — | 31 Dec 2019 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
0.44%
|
101,336
|
$11,141,000 | — | 31 Dec 2019 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.41%
|
96,128
|
$10,570,000 | — | 31 Dec 2019 | |
| BLAIR WILLIAM & CO/IL |
13F
|
Company |
0.37%
|
87,088
|
$9,575,000 | — | 31 Dec 2019 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.33%
|
77,215
|
$8,489,000 | — | 31 Dec 2019 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.27%
|
61,962
|
$6,813,000 | — | 31 Dec 2019 | |
| Spark Investment Management LLC |
13F
|
Company |
0.24%
|
56,700
|
$6,234,000 | — | 31 Dec 2019 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.17%
|
39,502
|
$4,343,000 | — | 31 Dec 2019 | |
| Invesco Ltd. |
13F
|
Company |
0.16%
|
38,139
|
$4,193,000 | — | 31 Dec 2019 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.15%
|
34,937
|
$3,841,000 | — | 31 Dec 2019 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.14%
|
33,365
|
$3,668,000 | — | 31 Dec 2019 | |
| Pier Capital, LLC |
13F
|
Company |
0.14%
|
33,309
|
$3,662,000 | — | 31 Dec 2019 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.14%
|
32,266
|
$3,548,000 | — | 31 Dec 2019 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.13%
|
29,349
|
$3,227,000 | — | 31 Dec 2019 | |
| Swiss National Bank |
13F
|
Company |
0.12%
|
28,200
|
$3,101,000 | — | 31 Dec 2019 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
0.12%
|
27,837
|
$3,061,000 | — | 31 Dec 2019 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.11%
|
24,533
|
$2,698,000 | — | 31 Dec 2019 | |
| NAVELLIER & ASSOCIATES INC |
13F
|
Company |
0.1%
|
24,409
|
$2,684,000 | — | 31 Dec 2019 | |
| FMR LLC |
13F
|
Company |
0.1%
|
24,157
|
$2,656,000 | — | 31 Dec 2019 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
0.1%
|
24,002
|
$2,639,000 | — | 31 Dec 2019 | |
| UBS Group AG |
13F
|
Company |
0.1%
|
23,648
|
$2,600,000 | — | 31 Dec 2019 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.1%
|
23,204
|
$2,552,000 | — | 31 Dec 2019 | |
| Capital Impact Advisors, LLC |
13F
|
Company |
0.1%
|
23,055
|
$2,535,000 | — | 31 Dec 2019 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.1%
|
22,509
|
$2,474,000 | — | 31 Dec 2019 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.1%
|
22,260
|
$2,447,000 | — | 31 Dec 2019 | |
| BARCLAYS PLC |
13F
|
Company |
0.09%
|
21,806
|
$2,397,000 | — | 31 Dec 2019 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.09%
|
21,504
|
$2,364,000 | — | 31 Dec 2019 | |
| AVIVA PLC |
13F
|
Company |
0.08%
|
18,032
|
$1,983,000 | — | 31 Dec 2019 | |
| CITIGROUP INC |
13F
|
Company |
0.07%
|
17,384
|
$1,912,000 | — | 31 Dec 2019 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.07%
|
16,991
|
$1,868,000 | — | 31 Dec 2019 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.07%
|
16,907
|
$1,859,000 | — | 31 Dec 2019 |
Institutional Holders of APPFOLIO INC - Class A Common Stock, $0.0001 par value (APPF) as of Q1 2020
As of 31 Mar 2020,
APPFOLIO INC - Class A Common Stock, $0.0001 par value (APPF) was held by
142 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
13,155,420 shares.
The largest 10 holders included
BROWN CAPITAL MANAGEMENT LLC, Ashe Capital Management, LP, VANGUARD GROUP INC, BlackRock Inc., Capital Research Global Investors, OBERNDORF WILLIAM E, GILDER GAGNON HOWE & CO LLC, STATE STREET CORP, Echo Street Capital Management LLC, and DIMENSIONAL FUND ADVISORS LP.
This page lists
142
institutional shareholders reporting positions in this security
for the Q1 2020 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2020 vs Q4 2019 Across Filers
Q4 2019 holders
128
Q1 2020 holders
142
Holder diff
14
| Investor | Q4 2019 Shares | Q1 2020 Shares | Share Diff | Share Chg % | Q4 2019 Value $ | Q1 2020 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.