InvestorLens

APPF — APPFOLIO INC

Public company

Sign in to save3 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying APPF?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
75
Institutional Conviction
Strong distribution · 1 buying vs 3 selling last quarter
20
Macro Tailwind
Macro conditions are mixed for this sector
56
Why? — Evidence & Confidence ▾

Of 4 tracked investors who changed their APPF position last quarter, 1 bought and 3 sold (25% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Steve Cohen)
  • +3 tracked investors reported holding APPF at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −3 tracked investors reduced or exited last quarter (2 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About APPFOLIO INC (APPF)

APPFOLIO INC (APPF) appears in the most recent 13F filings of 3 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $65M. Across recent filings, tracked investors recorded 9 new positions, 11 increased, 12 reduced, and 5 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in APPF

54
/100
Mixed Activity
Added / Increased20
Reduced12
Exited5
BearishBullish
Crowded Trade Score™

How many top investors track APPF

20
/100
Emerging Interest
3investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

APPF Ownership Composition

How APPFOLIO INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
100% of tracked value
Institutions
3
tracked investors
Total Reported
$36M
combined 13F value
Types1
  • Multi-Strategy / Quant100.0%
Multi-Strategy / Quant(3)
100.0%

Tracked investors currently reporting APPF

2 tracked investors have since exited this position — listed separately below.

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    69.4K
    Value
    $11.1M
    % Portfolio
    0.00%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    54.2K
    Value
    $8.7M
    % Portfolio
    0.00%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    101.2K
    Value
    $16.2M
    % Portfolio
    0.02%

Previously held APPF

These investors reported APPF in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Ray DalioBridgewater Associates18.3K$2.9MMar 31, 2026
Paul Tudor JonesTudor Investment Corp18.5K$5.1MSep 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold APPF?
3 tracked institutional investors disclosed a position in APPF (APPFOLIO INC) in their most recent 13F filing.
Who is the largest institutional holder of APPF?
Izzy Englander, Millennium Management, holds the largest disclosed position in APPF, valued at $65M.
Did institutional ownership of APPF increase or decrease?
Across recent 13F filings, tracked investors recorded 9 new positions, 11 increased, 12 reduced, and 5 fully exited APPF.
Where does this APPF ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.