Follow-The-Filings

Security

APPF

Appfolio Inc. · COM CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners 1 new max 0.1% (Renaissance Technologies LLC)

grid → activity →
owners 14
max % 0.1%
tracked value $748M
qoq N 1 A 5 R 6

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Renaissance Technologies LLC 2026 Q1 0.1% Add 0.00 pp 227,280 $36M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.03 pp 99,876 $23M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 2,560,460 $596M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.02 pp 142,068 $22M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce -0.02 pp 93,771 $15M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 34,185 $5M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.02 pp 18,256 $3M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 18,149 $3M hist
Norges Bank 2025 Q4 stale 0.0% Exit 0.00 pp 97,976 $23M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 70,779 $11M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 31,183 $5M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 19,135 $3M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 14,354 $2M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.01 pp 2,861 $452 hist

14 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $620.44M $794.2M $950.82M
Gross profit — — —
Gross margin — — —
Net income $2.7M $204.07M $140.92M
Net margin * 0.4% 25.7% 14.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $272.36M $335.4M $353.31M
Total non-current assets * $136.53M $291.28M $335.65M
Total assets $408.89M $626.68M $688.97M
Total current liabilities $69.77M $63.28M $106.85M
Total non-current liabilities * $41.81M $44.11M $39.54M
Total equity $297.31M $519.29M $542.58M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $60.28M $188.16M $242.1M
Cash from investing -$55.58M -$151.76M $10.24M
Cash from financing -$25.96M -$43.4M -$187.89M
Net change in cash -$21.26M -$7M $64.46M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders