Ray Dalio's APPF Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 42,436 shares of AppFolio, Inc. (APPF) worth $9.87 M, representing 0.04% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in APPF, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 55,246 shares. Largest reduction occurred in Q2 2025, reducing 46,368 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's AppFolio (APPF) Holding Value Over Time
Track share changes against reported price movement
Quarterly AppFolio (APPF) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1,842 | Add 4.54% | 42,436 | $232.65 |
| Q3 2025 | +40,594 | New Buy | 40,594 | $275.66 |
| Q2 2025 | -46,368 | Sold Out | 0 | $0.00 |
| Q1 2025 | -30,933 | Reduce 40.02% | 46,368 | $219.90 |
| Q4 2024 | +2,156 | Add 2.87% | 77,301 | $246.72 |
| Q3 2024 | +9,795 | Add 14.99% | 75,145 | $235.40 |
| Q2 2024 | -5,863 | Reduce 8.23% | 65,350 | $244.57 |
| Q1 2024 | +55,246 | Add 346.00% | 71,213 | $246.74 |
| Q4 2023 | +1,460 | Add 10.06% | 15,967 | $173.24 |
| Q3 2023 | -1,844 | Reduce 11.28% | 14,507 | $182.63 |
| Q2 2023 | +16,351 | New Buy | 16,351 | $172.14 |
Ray Dalio's AppFolio Investment FAQs
Ray Dalio first purchased AppFolio, Inc. (APPF) in Q2 2023, acquiring 16,351 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held AppFolio, Inc. (APPF) for 11 quarters since Q2 2023.
Ray Dalio's largest addition to AppFolio, Inc. (APPF) was in Q1 2024, adding 71,213 shares worth $17.57 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 42,436 shares of AppFolio, Inc. (APPF), valued at approximately $9.87 M.
As of the Q4 2025 filing, AppFolio, Inc. (APPF) represents approximately 0.04% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in AppFolio, Inc. (APPF) was 77,301 shares, as reported at the end of Q4 2024.