APPF
AppFolio, Inc.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q3 2023 | 11Q | $172 | $158 | -8% |
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $214 | $158 | -26% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $217 | $158 | -27% |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $217 | $158 | -27% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $217 | $158 | -27% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $217 | $158 | -27% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $217 | $158 | -27% |
| Point72 Asset Management re-entered | Q4 2024(8Q snapshot) | 6Q | $233 | $158 | -32% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Maverick Capital | Q2 2023 | Q4 2023 | → $211 | +49% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at APPFOLIO INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 19, 2026 — the most recent Form 4 on file — not from today.
- Form 40001837400-26-000010May 19, 2026
- Form 40002054905-26-000006May 12, 2026
- Form 40002095744-26-000006May 12, 2026
- Form 40002082975-26-000004May 12, 2026
- Form 40001837400-26-000008May 12, 2026
- Form 40002043379-26-000006May 12, 2026
- Form 40001837400-26-000006Apr 13, 2026
- Form 40001286334-26-000002Mar 11, 2026
- Form 40002082975-26-000002Feb 24, 2026
- Form 40001837400-26-000004Feb 19, 2026
- Form 40002007626-26-000004Feb 17, 2026
- Form 40002095744-26-000004Feb 12, 2026
- Form 40001837400-26-000002Feb 12, 2026
- Form 40002054905-26-000004Feb 12, 2026
- Form 40002043379-26-000004Feb 12, 2026
Fundamentals
XBRL · AppFolio, Inc.Annual figures sourced directly from AppFolio, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for APPFOLIO INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- DEF 14AProxy statementApr 28, 2026
- 10-QQuarterly reportApr 23, 2026
- 8-KMaterial eventApr 23, 2026
- 8-KMaterial eventApr 10, 2026
- 10-KAnnual reportFeb 5, 2026
- 8-KMaterial eventJan 29, 2026
- 8-KMaterial eventJan 15, 2026
- 8-KMaterial eventDec 3, 2025
- 8-KMaterial eventNov 18, 2025
- 10-QQuarterly reportOct 30, 2025
- 8-KMaterial eventOct 30, 2025
- 8-KMaterial eventOct 3, 2025
- 8-KMaterial eventAug 7, 2025
- 10-QQuarterly reportJul 31, 2025
- 8-KMaterial eventJul 31, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q2 2026 | open | $152 | $158 | +4% |
| Two Sigma Investments | Q4 2025 | open | $248 | $158 | -36% |
| Bridgewater Associates | Q4 2025 | open | $247 | $176 | -29% |
| Point72 Asset Management | Q3 2025 | Q4 2025 | $265 | $248 | -7% |
| Citadel Advisors | Q1 2025 | open | $217 | $158 | -27% |
| Point72 Asset Management | Q4 2024 | Q1 2025 | $233 | $217 | -7% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $217 | $233 | +8% |
| Two Sigma Investments | Q3 2024 | Q4 2024 | $217 | $233 | +8% |
| D.E. Shaw | Q3 2024 | open | $217 | $158 | -27% |
| AQR Capital Management | Q3 2024 | open | $217 | $158 | -27% |
| Millennium Management | Q3 2024 | open | $217 | $158 | -27% |
| Renaissance Technologies | Q3 2024 | open | $214 | $158 | -26% |
| Bridgewater Associates | Q3 2023 | Q3 2025 | $172 | $269 | +56% |
| Maverick Capital | Q2 2023 | Q4 2023 | $142 | $211 | +49% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.