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Appfolio Inc. 13F holders

Of the 44 funds followed here, 8 reported a position in Appfolio Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 509,837 shares worth $81.8 million, 0.0% of its reported book. Sold out: Bridgewater Associates.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Geode Capital Management509,837$81.8 million0.0%+3,548added30 June 202613F
FMR LLC251,067$40.3 million0.0%+122,639added30 June 202613F
Renaissance Technologies185,840$29.8 million0.0%-41,440trimmed30 June 202613F
Point72 Asset Management101,162$16.2 million0.0%+82,027added30 June 202613F
Norges Bank95,576$15.3 million0.0%held30 June 202613F
Millennium Management69,418$11.1 million0.0%-72,650trimmed30 June 202613F
Citadel Advisors54,200$8.7 million0.0%-64,679trimmed30 June 202613F
Two Sigma Investments15,972$2.6 million0.0%-108,342trimmed30 June 202613F
Bridgewater Associates0$00.0%-18,256exited30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
5 August 202613G/APrincipal Global Investors and 1 other1.5 million6.4%30 June 2026passive, institutional (13d-1(b))EDGAR
29 April 202613GVanguard Capital Management and 1 other1.2 million5.0%31 March 2026passive, institutional (13d-1(b))EDGAR
28 April 202613GVanguard Portfolio Management and 1 other1.5 million6.1%31 March 2026passive, institutional (13d-1(b))EDGAR
26 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
6 February 202613GPrincipal Global Investors and 1 other1.2 million5.1%31 December 2025passive, institutional (13d-1(b))EDGAR
14 November 202513G/AKlaus Schauser and 1 other2.9 million11.1%30 September 2025passive, other (13d-1(d))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.

Fails to deliver

Settlement dateShares failedPriceFile
9 September 20261$206.02SEC
2 September 202676$225.28SEC
27 August 202624$223.18SEC
26 August 202661,518$223.05SEC
24 August 202610,938$224.40SEC
21 August 20269$218.85SEC
20 August 2026129$215.22SEC
18 August 2026123$195.97SEC
7 August 20261,991$194.11SEC
4 August 2026420$191.69SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 61,518 on 26 August 2026. A fail is an operational fact about settlement, not a position.

Source

Each fund's 13F-HR on EDGAR, linked per row; positions matched to APPF by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.

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