Cliff Asness's APPF Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 30,300 shares of AppFolio, Inc. (APPF) worth $7.05 M, representing 0.00% of the portfolio. First purchased in 2017-Q3, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in APPF, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 399,385 shares. Largest reduction occurred in Q1 2025, reducing 471,558 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's AppFolio (APPF) Holding Value Over Time
Track share changes against reported price movement
Quarterly AppFolio (APPF) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +4,471 | Add 17.31% | 30,300 | $232.65 |
| Q3 2025 | +17,297 | Add 202.73% | 25,829 | $275.66 |
| Q2 2025 | -175,535 | Reduce 95.36% | 8,532 | $227.25 |
| Q1 2025 | -471,558 | Reduce 71.92% | 184,067 | $215.93 |
| Q4 2024 | +197,700 | Add 43.17% | 655,625 | $246.72 |
| Q3 2024 | +399,385 | Add 682.24% | 457,925 | $234.10 |
| Q2 2024 | +22,849 | Add 64.02% | 58,540 | $244.57 |
| Q1 2024 | -14,549 | Reduce 28.96% | 35,691 | $246.74 |
| Q4 2023 | +31,432 | Add 167.12% | 50,240 | $173.24 |
| Q3 2023 | +4,616 | Add 32.53% | 18,808 | $182.63 |
| Q2 2023 | +5,473 | Add 62.77% | 14,192 | $172.14 |
| Q1 2023 | +1,347 | Add 18.27% | 8,719 | $124.48 |
| Q4 2022 | -137 | Reduce 1.82% | 7,372 | $105.38 |
| Q3 2022 | -885 | Reduce 10.54% | 7,509 | $104.67 |
| Q2 2022 | -189 | Reduce 2.20% | 8,394 | $90.66 |
| Q1 2022 | -292 | Reduce 3.29% | 8,583 | $113.25 |
| Q4 2021 | +86 | Add 0.98% | 8,875 | $121.01 |
| Q3 2021 | +497 | Add 5.99% | 8,789 | $120.38 |
| Q2 2021 | -950 | Reduce 10.28% | 8,292 | $141.22 |
| Q1 2021 | -1,494 | Reduce 13.92% | 9,242 | $141.42 |
| Q4 2020 | -321 | Reduce 2.90% | 10,736 | $180.05 |
| Q3 2020 | +279 | Add 2.59% | 11,057 | $141.81 |
| Q2 2020 | -5,050 | Reduce 31.91% | 10,778 | $162.74 |
| Q1 2020 | +1,236 | Add 8.47% | 15,828 | $110.94 |
| Q4 2019 | -7,283 | Reduce 33.29% | 14,592 | $109.92 |
| Q3 2019 | -57,177 | Reduce 72.33% | 21,875 | $95.13 |
| Q2 2019 | -26,305 | Reduce 24.97% | 79,052 | $102.27 |
| Q1 2019 | -10,892 | Reduce 9.37% | 105,357 | $79.40 |
| Q4 2018 | +10,822 | Add 10.26% | 116,249 | $59.22 |
| Q3 2018 | -5,877 | Reduce 5.28% | 105,427 | $78.40 |
| Q2 2018 | -2,670 | Reduce 2.34% | 111,304 | $61.15 |
| Q1 2018 | +11,372 | Add 11.08% | 113,974 | $40.85 |
| Q4 2017 | +36,371 | Add 54.92% | 102,602 | $41.50 |
| Q3 2017 | +66,231 | New Buy | 66,231 | $47.95 |
Cliff Asness's AppFolio Investment FAQs
Cliff Asness first purchased AppFolio, Inc. (APPF) in Q3 2017, acquiring 66,231 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held AppFolio, Inc. (APPF) for 34 quarters since Q3 2017.
Cliff Asness's largest addition to AppFolio, Inc. (APPF) was in Q3 2024, adding 457,925 shares worth $107.2 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 30,300 shares of AppFolio, Inc. (APPF), valued at approximately $7.05 M.
As of the Q4 2025 filing, AppFolio, Inc. (APPF) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in AppFolio, Inc. (APPF) was 655,625 shares, as reported at the end of Q4 2024.