Guru Ownership Trend
Guru Analysis for AppFolio, Inc. (APPF)
AppFolio, Inc. (APPF), a key player in the Technology sector, continues to attract institutional attention.
As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $49.7 M.
Top institutional holders include Renaissance Technologies (RenTech) and Steven Cohen.
Institutional sentiment is currently Bullish. This is evidenced by a $11.62 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 213.2%. Conversely, Ray Dalio reduced exposure by 57.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for AppFolio, Inc. (APPF)
Major holders include Renaissance Technologies (RenTech) ($35.87 M), Steven Cohen ($3.02 M), Ray Dalio ($2.88 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 301,374 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $11.62 M, with 4 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited APPF. The total reported sell value was $6.76 M.
Yes, 2 managers opened new positions in APPF, and 2 increased their existing holdings. The total reported buy value was $18.38 M.